Purchases and Sales Made in Q2 2023 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.31M+ 36.37% |
$181M - $194M
|
8.67M
$835M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
903K+ 30825.29% |
$70.8M - $75.8M
|
906K
$87.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
663K+ 181.3% |
$52M - $55.7M
|
1.03M
$99M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
560K+ 422.29% |
$43.9M - $47M
|
692K
$66.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
502K+ 5.46% |
$39.3M - $42.1M
|
9.69M
$932M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
480K+ 30.72% |
$37.6M - $40.3M
|
2.04M
$196M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
370K+ 332.57% |
$29M - $31.1M
|
481K
$46.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
339K+ 3069.88% |
$26.6M - $28.5M
|
350K
$33.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
339K+ 72.7% |
$26.5M - $28.4M
|
804K
$77.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
289K+ 4.19% |
$22.7M - $24.3M
|
7.19M
$692M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
285K+ 157.8% |
$22.3M - $23.9M
|
466K
$44.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
281KNew |
$22M - $23.6M
|
281K
$27M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
245KNew |
$19.2M - $20.6M
|
245K
$23.6M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
167KNew |
$13.1M - $14M
|
167K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Oikos Holdings LLC
|
BUY
|
- |
162K+ 64.1% |
$12.7M - $13.6M
|
415K
$40M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142K+ 1.85% |
$11.1M - $11.9M
|
7.82M
$753M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
127K+ 40.55% |
$9.92M - $10.6M
|
439K
$42.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
118K+ 173.75% |
$9.26M - $9.91M
|
186K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
117K+ 47.44% |
$9.21M - $9.86M
|
365K
$35.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
114K+ 5.43% |
$8.94M - $9.58M
|
2.21M
$213M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
114K+ 5.43% |
$8.94M - $9.58M
|
2.21M
$213M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
102KNew |
$8.03M - $8.6M
|
102K
$9.85M
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
98.4K+ 4.86% |
$7.72M - $8.27M
|
2.12M
$204M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
87.8K+ 106.09% |
$6.88M - $7.37M
|
170K
$16.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
79.5K+ 7.03% |
$6.23M - $6.67M
|
1.21M
$116M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
76.8K+ 114.93% |
$6.02M - $6.45M
|
144K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
76.2K+ 511.35% |
$5.98M - $6.4M
|
91.1K
$8.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
74.6KNew |
$5.85M - $6.27M
|
74.6K
$7.18M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
73K+ 13083.33% |
$5.72M - $6.13M
|
73.6K
$7.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
71.7K+ 370.59% |
$5.62M - $6.02M
|
91K
$8.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
69.5K+ 15.72% |
$5.44M - $5.83M
|
511K
$49.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
63.4K+ 241.39% |
$4.97M - $5.32M
|
89.6K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
62.1K+ 3.47% |
$4.87M - $5.22M
|
1.85M
$178M
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
60.6K+ 73.32% |
$4.75M - $5.09M
|
143K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
60.5K+ 125.46% |
$4.74M - $5.08M
|
109K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
57.4K+ 1.34% |
$4.5M - $4.82M
|
4.34M
$418M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
56.2KNew |
$4.41M - $4.72M
|
56.2K
$5.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
51.9K+ 32.39% |
$4.07M - $4.36M
|
212K
$20.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
48.9KNew |
$3.84M - $4.11M
|
48.9K
$4.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
BUY
|
- |
47.2K+ 46.6% |
$3.7M - $3.97M
|
149K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
46.9K+ 48.86% |
$3.67M - $3.94M
|
143K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
45.2K+ 161.5% |
$3.54M - $3.79M
|
73.2K
$7.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
44.6K+ 6.15% |
$3.49M - $3.74M
|
769K
$74M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41.8K+ 8.65% |
$3.28M - $3.51M
|
525K
$50.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.7K+ 5.39% |
$3.27M - $3.51M
|
816K
$78.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
39.3K+ 5.76% |
$3.08M - $3.3M
|
721K
$69.4M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
38.6K+ 118.76% |
$3.02M - $3.24M
|
71.1K
$6.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38K+ 5.8% |
$2.98M - $3.2M
|
694K
$66.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
37.1KNew |
$2.91M - $3.11M
|
37.1K
$3.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34.9K+ 25.99% |
$2.74M - $2.93M
|
169K
$16.3M
|