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 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-33- 0.16% |
$2.73K - $2.94K
|
20.1K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-34- 6.42% |
$2.81K - $3.03K
|
496
$44.5K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-34- 0.19% |
$2.81K - $3.03K
|
17.7K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-35- 4.81% |
$2.89K - $3.12K
|
693
$62.1K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-35- 1.09% |
$2.89K - $3.12K
|
3.19K
$286K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-36- 0.37% |
$2.97K - $3.21K
|
9.73K
$872K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-36- 21.3% |
$2.97K - $3.21K
|
133
$11.9K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-38- 0.09% |
$3.14K - $3.39K
|
40.5K
$3.63M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-39- 0.09% |
$3.22K - $3.48K
|
43.1K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-40- 0.96% |
$3.3K - $3.56K
|
4.13K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-40- 0.54% |
$3.3K - $3.56K
|
7.38K
$662K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-41- 4.08% |
$3.39K - $3.65K
|
964
$86.4K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-42- 1.21% |
$3.47K - $3.74K
|
3.43K
$307K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-43- 8.9% |
$3.55K - $3.83K
|
440
$39.4K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-46- 1.17% |
$3.8K - $4.1K
|
3.89K
$348K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-49- 1.83% |
$4.05K - $4.37K
|
2.63K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-49- 13.57% |
$4.05K - $4.37K
|
312
$28K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-50- 14.29% |
$4.13K - $4.46K
|
300
$26.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 20.58% |
$4.13K - $4.46K
|
193
$17.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 50.0% |
$4.13K - $4.46K
|
50
$4.48K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-50- 0.08% |
$4.13K - $4.46K
|
64.7K
$5.8M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-50- 0.62% |
$4.13K - $4.46K
|
8.01K
$718K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-50- 0.01% |
$4.13K - $4.46K
|
574K
$51.5M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-51- 0.17% |
$4.21K - $4.55K
|
30.7K
$2.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-52- 0.22% |
$4.29K - $4.63K
|
23.2K
$2.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-55- 1.99% |
$4.54K - $4.9K
|
2.7K
$242K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-55- 0.55% |
$4.54K - $4.9K
|
9.99K
$895K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-55- 0.06% |
$4.54K - $4.9K
|
86.2K
$7.73M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-56- 11.16% |
$4.62K - $4.99K
|
446
$40K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-58- 1.37% |
$4.79K - $5.17K
|
4.17K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-58- 2.72% |
$4.79K - $5.17K
|
2.07K
$186K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-59- 1.54% |
$4.87K - $5.26K
|
3.77K
$338K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-60- 1.42% |
$4.95K - $5.35K
|
4.16K
$372K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-61- 1.08% |
$5.04K - $5.44K
|
5.59K
$501K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-61- 1.97% |
$5.04K - $5.44K
|
3.04K
$272K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-62Closed |
$5.12K - $5.53K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-63- 15.11% |
$5.2K - $5.61K
|
354
$31.7K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-64- 0.92% |
$5.29K - $5.7K
|
6.88K
$617K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-65- 1.23% |
$5.37K - $5.79K
|
5.23K
$469K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-66- 10.08% |
$5.45K - $5.88K
|
589
$52.8K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-67- 1.54% |
$5.53K - $5.97K
|
4.3K
$385K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-68- 1.61% |
$5.62K - $6.06K
|
4.15K
$372K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-73- 2.38% |
$6.03K - $6.51K
|
3K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-75- 0.83% |
$6.19K - $6.68K
|
8.94K
$801K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-75- 0.74% |
$6.19K - $6.68K
|
10.1K
$903K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-76- 12.84% |
$6.28K - $6.77K
|
516
$46.3K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-77- 2.8% |
$6.36K - $6.86K
|
2.68K
$240K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-78- 2.67% |
$6.44K - $6.95K
|
2.84K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-79- 1.61% |
$6.52K - $7.04K
|
4.83K
$433K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-80- 1.52% |
$6.61K - $7.13K
|
5.2K
$466K
|