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 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-167- 50.0% |
$13.8K - $14.9K
|
167
$15K
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-167- 1.6% |
$13.8K - $14.9K
|
10.3K
$919K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-168- 3.23% |
$13.9K - $15K
|
5.03K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-169- 1.09% |
$14K - $15.1K
|
15.3K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-173- 6.04% |
$14.3K - $15.4K
|
2.69K
$241K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-175- 1.14% |
$14.5K - $15.6K
|
15.1K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-177- 1.67% |
$14.6K - $15.8K
|
10.4K
$934K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-177- 1.09% |
$14.6K - $15.8K
|
16K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
SELL
|
- |
-180- 31.63% |
$14.9K - $16K
|
389
$34.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-182- 0.25% |
$15K - $16.2K
|
73.3K
$6.57M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-183- 6.35% |
$15.1K - $16.3K
|
2.7K
$242K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-184- 1.86% |
$15.2K - $16.4K
|
9.71K
$871K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-186- 6.41% |
$15.4K - $16.6K
|
2.72K
$243K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-186- 2.48% |
$15.4K - $16.6K
|
7.32K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-189- 5.11% |
$15.6K - $16.8K
|
3.51K
$315K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-190- 1.88% |
$15.7K - $16.9K
|
9.93K
$890K
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-190- 5.12% |
$15.7K - $16.9K
|
3.52K
$316K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-191- 2.07% |
$15.8K - $17K
|
9.01K
$808K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-193- 4.78% |
$15.9K - $17.2K
|
3.85K
$345K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-194- 3.78% |
$16K - $17.3K
|
4.95K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-196- 1.09% |
$16.2K - $17.5K
|
17.7K
$1.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-198- 1.11% |
$16.4K - $17.6K
|
17.7K
$1.58M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-199- 3.14% |
$16.4K - $17.7K
|
6.14K
$551K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-200- 5.89% |
$16.5K - $17.8K
|
3.2K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-202- 1.48% |
$16.7K - $18K
|
13.4K
$1.2M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-205- 7.31% |
$16.9K - $18.3K
|
2.6K
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-207- 2.24% |
$17.1K - $18.4K
|
9.03K
$810K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-207- 2.4% |
$17.1K - $18.4K
|
8.41K
$754K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-215- 2.86% |
$17.8K - $19.2K
|
7.31K
$655K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-216- 2.68% |
$17.8K - $19.2K
|
7.85K
$704K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-216- 0.32% |
$17.8K - $19.2K
|
66.7K
$5.98M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-220- 1.41% |
$18.2K - $19.6K
|
15.3K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-222- 7.06% |
$18.3K - $19.8K
|
2.92K
$262K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-225- 1.06% |
$18.6K - $20.1K
|
21K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-225- 3.78% |
$18.6K - $20.1K
|
5.73K
$514K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-227- 26.09% |
$18.7K - $20.2K
|
643
$57.6K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-227- 2.58% |
$18.7K - $20.2K
|
8.58K
$769K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-228- 9.54% |
$18.8K - $20.3K
|
2.16K
$194K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-228- 13.01% |
$18.8K - $20.3K
|
1.53K
$137K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-230- 1.38% |
$19K - $20.5K
|
16.5K
$1.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-234- 2.07% |
$19.3K - $20.9K
|
11.1K
$995K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-239- 2.3% |
$19.7K - $21.3K
|
10.1K
$910K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-239- 12.96% |
$19.7K - $21.3K
|
1.61K
$144K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-241- 9.21% |
$19.9K - $21.5K
|
2.38K
$213K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-248- 3.87% |
$20.5K - $22.1K
|
6.16K
$553K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-249- 56.08% |
$20.6K - $22.2K
|
195
$17.5K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-252- 17.72% |
$20.8K - $22.5K
|
1.17K
$105K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-257- 68.35% |
$21.2K - $22.9K
|
119
$10.7K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-257- 5.47% |
$21.2K - $22.9K
|
4.44K
$398K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-259- 3.88% |
$21.4K - $23.1K
|
6.42K
$575K
|