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 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
460+ 25.47% |
$38K - $41K
|
2.27K
$203K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
445+ 3.57% |
$36.7K - $39.7K
|
12.9K
$1.16M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
443+ 14.46% |
$36.6K - $39.5K
|
3.51K
$313K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
434+ 700.0% |
$35.8K - $38.7K
|
496
$44.3K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
434+ 9.18% |
$35.8K - $38.7K
|
5.16K
$461K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
432New |
$35.7K - $38.5K
|
432
$38.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
427+ 5.41% |
$35.3K - $38.1K
|
8.32K
$744K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
426+ 1.76% |
$35.2K - $38K
|
24.6K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
426+ 2.15% |
$35.2K - $38K
|
20.2K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
425+ 2.16% |
$35.1K - $37.9K
|
20.1K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
423+ 6.97% |
$34.9K - $37.7K
|
6.49K
$580K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
405+ 10.85% |
$33.4K - $36.1K
|
4.14K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
400+ 7.01% |
$33K - $35.6K
|
6.11K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
398+ 1.12% |
$32.9K - $35.5K
|
36K
$3.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
384+ 102.95% |
$31.7K - $34.2K
|
757
$67.7K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
370+ 14.45% |
$30.6K - $33K
|
2.93K
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
368+ 13.72% |
$30.4K - $32.8K
|
3.05K
$273K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
364+ 3.9% |
$30.1K - $32.4K
|
9.69K
$867K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
356+ 2.77% |
$29.4K - $31.7K
|
13.2K
$1.18M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
354+ 8.76% |
$29.2K - $31.5K
|
4.39K
$393K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
352+ 4.27% |
$29.1K - $31.4K
|
8.59K
$768K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
348+ 16.81% |
$28.7K - $31K
|
2.42K
$216K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
333+ 0.21% |
$27.5K - $29.7K
|
157K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
333+ 5.89% |
$27.5K - $29.7K
|
5.99K
$535K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
331+ 1.8% |
$27.3K - $29.5K
|
18.7K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
329+ 14.07% |
$27.2K - $29.3K
|
2.67K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
328+ 17.17% |
$27.1K - $29.2K
|
2.24K
$200K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
324+ 0.4% |
$26.8K - $28.9K
|
80.5K
$7.19M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
321+ 1.17% |
$26.5K - $28.6K
|
27.8K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
320+ 1.64% |
$26.4K - $28.5K
|
19.9K
$1.78M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
320New |
$26.4K - $28.5K
|
320
$28.6K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
313+ 0.42% |
$25.8K - $27.9K
|
74.5K
$6.66M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
312+ 1.14% |
$25.8K - $27.8K
|
27.6K
$2.47M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
310+ 2.82% |
$25.6K - $27.6K
|
11.3K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
309+ 0.49% |
$25.5K - $27.5K
|
63.9K
$5.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
306+ 2.85% |
$25.3K - $27.3K
|
11K
$986K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
304+ 6.08% |
$25.1K - $27.1K
|
5.31K
$474K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
302+ 0.98% |
$24.9K - $26.9K
|
31.3K
$2.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
300+ 3.2% |
$24.8K - $26.7K
|
9.66K
$864K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
299+ 3.57% |
$24.7K - $26.6K
|
8.68K
$776K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
288+ 1.13% |
$23.8K - $25.7K
|
25.8K
$2.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
287+ 0.2% |
$23.7K - $25.6K
|
141K
$12.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
285+ 1.07% |
$23.5K - $25.4K
|
26.9K
$2.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
285+ 2.55% |
$23.5K - $25.4K
|
11.5K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
282+ 5.05% |
$23.3K - $25.1K
|
5.87K
$525K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
281+ 7.69% |
$23.2K - $25K
|
3.94K
$352K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
278+ 11.46% |
$23K - $24.8K
|
2.7K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
277+ 3.68% |
$22.9K - $24.7K
|
7.81K
$698K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
273+ 2.08% |
$22.5K - $24.3K
|
13.4K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
268+ 1.18% |
$22.1K - $23.9K
|
23K
$2.06M
|