Purchases and Sales Made in Q1 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD SPECIALIZED FUNDS VAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
821+ 11.62% |
$67.8K - $73.2K
|
7.89K
$705K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
821+ 2.64% |
$67.8K - $73.2K
|
31.9K
$2.85M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
819+ 34.3% |
$67.6K - $73K
|
3.21K
$287K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
817+ 13.84% |
$67.5K - $72.8K
|
6.72K
$601K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
814+ 30.75% |
$67.2K - $72.5K
|
3.46K
$309K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
813+ 33.64% |
$67.1K - $72.5K
|
3.23K
$289K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
794+ 3.41% |
$65.6K - $70.8K
|
24.1K
$2.15M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
759+ 3.59% |
$62.7K - $67.6K
|
21.9K
$1.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
758+ 4.32% |
$62.6K - $67.6K
|
18.3K
$1.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
751+ 2.5% |
$62K - $66.9K
|
30.8K
$2.76M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
746+ 5.1% |
$61.6K - $66.5K
|
15.4K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
721+ 1.28% |
$59.5K - $64.3K
|
57.2K
$5.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
719+ 3.39% |
$59.4K - $64.1K
|
22K
$1.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
710+ 4.76% |
$58.6K - $63.3K
|
15.6K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
702+ 0.65% |
$58K - $62.6K
|
109K
$9.71M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
698+ 7.07% |
$57.6K - $62.2K
|
10.6K
$945K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
697+ 3.5% |
$57.6K - $62.1K
|
20.6K
$1.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
692+ 13.93% |
$57.1K - $61.7K
|
5.66K
$506K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
688+ 10.24% |
$56.8K - $61.3K
|
7.41K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
682+ 12.77% |
$56.3K - $60.8K
|
6.02K
$539K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
679+ 0.56% |
$56.1K - $60.5K
|
122K
$10.9M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
679+ 1.75% |
$56.1K - $60.5K
|
39.5K
$3.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
669+ 1.12% |
$55.2K - $59.6K
|
60.3K
$5.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
666+ 22.01% |
$55K - $59.4K
|
3.69K
$330K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
666+ 9.23% |
$55K - $59.4K
|
7.88K
$705K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
662+ 5.02% |
$54.7K - $59K
|
13.9K
$1.24M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
650+ 6.06% |
$53.7K - $57.9K
|
11.4K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
644+ 10.37% |
$53.2K - $57.4K
|
6.86K
$613K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
639New |
$52.8K - $56.9K
|
639
$57.1K
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
625+ 4.25% |
$51.6K - $55.7K
|
15.3K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
616+ 6.0% |
$50.9K - $54.9K
|
10.9K
$973K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
610+ 0.32% |
$50.4K - $54.4K
|
190K
$17M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
600New |
$49.5K - $53.5K
|
600
$53.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
594+ 60.8% |
$49.1K - $52.9K
|
1.57K
$140K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
591+ 3.67% |
$48.8K - $52.7K
|
16.7K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
589+ 3.03% |
$48.6K - $52.5K
|
20K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
589+ 3.42% |
$48.6K - $52.5K
|
17.8K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
573+ 4.29% |
$47.3K - $51.1K
|
13.9K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
569+ 8.74% |
$47K - $50.7K
|
7.08K
$633K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
564+ 1.59% |
$46.6K - $50.3K
|
36K
$3.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
542New |
$44.8K - $48.3K
|
542
$48.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
538+ 1.24% |
$44.4K - $47.9K
|
44K
$3.93M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
536+ 0.46% |
$44.3K - $47.8K
|
116K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
534+ 0.65% |
$44.1K - $47.6K
|
82.8K
$7.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
516+ 2.91% |
$42.6K - $46K
|
18.3K
$1.63M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
512+ 9.31% |
$42.3K - $45.6K
|
6.01K
$537K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
500+ 2.01% |
$41.3K - $44.6K
|
25.4K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500New |
$41.3K - $44.6K
|
500
$44.7K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
496+ 12.07% |
$41K - $44.2K
|
4.61K
$412K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
463+ 4.54% |
$38.2K - $41.3K
|
10.7K
$953K
|