Purchases and Sales Made in Q2 2023 in Vanguard Specialized Funds Van (VNQ)

VNQ Quotes by TradingView

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 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
435
New
$34.1K - $36.5K
435 $41.9K
Aug 07, 2023 Q2 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
431
+ 4.22%
$33.8K - $36.2K
10.6K $1.02M
Jul 28, 2023 Q2 2023
Sterling Financial Planning, Inc.

BUY
 -
428
+ 1.25%
$33.6K - $35.9K
34.6K $3.33M
Jul 25, 2023 Q2 2023
Morton Brown Family Wealth, LLC

BUY
 -
416
+ 9.45%
$32.6K - $34.9K
4.82K $463K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
414
+ 4.72%
$32.5K - $34.8K
9.19K $884K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
410
+ 10.74%
$32.1K - $34.4K
4.23K $407K
Aug 08, 2023 Q2 2023
Rice Partnership, LLC

BUY
 -
408
New
$32K - $34.3K
408 $39.3K
Aug 24, 2023 Q2 2023
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
406
+ 9.85%
$31.8K - $34.1K
4.53K $436K
Aug 14, 2023 Q2 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
403
+ 0.89%
$31.6K - $33.8K
45.9K $4.42M
Aug 03, 2023 Q2 2023
United Bank

Vienna, VA
BUY
 -
401
+ 0.52%
$31.4K - $33.7K
78.1K $7.52M
Aug 10, 2023 Q2 2023
Washington Trust Bank

BUY
 -
400
+ 3.16%
$31.4K - $33.6K
13.1K $1.26M
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
390
+ 5.16%
$30.6K - $32.8K
7.95K $765K
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
371
+ 2.75%
$29.1K - $31.2K
13.9K $1.33M
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
368
+ 7.97%
$28.9K - $30.9K
4.98K $480K
Jul 19, 2023 Q2 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
362
+ 4.09%
$28.4K - $30.4K
9.21K $886K
Aug 08, 2024 Q2 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
352
+ 7.35%
$27.6K - $29.6K
5.14K $495K
Aug 14, 2023 Q2 2023
Mendel Money Management

Northbrook, IL
BUY
 -
349
+ 9.25%
$27.4K - $29.3K
4.12K $397K
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
348
+ 10.65%
$27.3K - $29.2K
3.62K $348K
Jul 11, 2023 Q2 2023
Juncture Wealth Strategies, LLC

BUY
 -
347
+ 6.3%
$27.2K - $29.1K
5.86K $564K
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
345
+ 6.52%
$27K - $29K
5.64K $543K
Jul 20, 2023 Q2 2023
Windward Private Wealth Management Inc.

BUY
 -
343
+ 2.18%
$26.9K - $28.8K
16.1K $1.55M
Jul 17, 2023 Q2 2023
Evolution Wealth Advisors, LLC

BUY
 -
333
+ 0.53%
$26.1K - $28K
62.8K $6.05M
Jul 31, 2023 Q2 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
333
+ 5.58%
$26.1K - $28K
6.3K $606K
Jul 25, 2023 Q2 2023
Old Second National Bank Of Aurora

BUY
 -
331
+ 1.28%
$26K - $27.8K
26.2K $2.52M
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
330
+ 7.08%
$25.9K - $27.7K
4.99K $481K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
329
+ 0.84%
$25.8K - $27.6K
39.7K $3.82M
Jul 10, 2023 Q2 2023
Mc Lean Asset Management Corp

BUY
 -
328
+ 6.29%
$25.7K - $27.5K
5.54K $533K
Jul 20, 2023 Q2 2023
Mc Namara Financial Services, Inc.

BUY
 -
303
+ 8.55%
$23.8K - $25.4K
3.85K $370K
Jul 21, 2023 Q2 2023
Byrne Asset Management LLC

BUY
 -
300
New
$23.5K - $25.2K
300 $28.9K
Aug 03, 2023 Q2 2023
Harbor Advisory Corp

BUY
 -
300
+ 2.29%
$23.5K - $25.2K
13.4K $1.29M
Jul 19, 2023 Q2 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
296
+ 7.33%
$23.2K - $24.9K
4.33K $417K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
296
+ 9.63%
$23.2K - $24.9K
3.37K $324K
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
295
+ 1.42%
$23.1K - $24.8K
21K $2.03M
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
294
+ 3.3%
$23K - $24.7K
9.2K $885K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
292
New
$22.9K - $24.5K
292 $28.1K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
292
+ 6.88%
$22.9K - $24.5K
4.54K $437K
Aug 11, 2023 Q2 2023
Coco Enterprises, LLC

Whitefish, MT
BUY
 -
292
+ 2.43%
$22.9K - $24.5K
12.3K $1.18M
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
290
+ 0.9%
$22.7K - $24.4K
32.4K $3.12M
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
274
+ 559.18%
$21.5K - $23K
323 $31.1K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
264
+ 8.95%
$20.7K - $22.2K
3.22K $309K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
BUY
 -
261
+ 12.69%
$20.5K - $21.9K
2.32K $223K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
261
+ 2.34%
$20.5K - $21.9K
11.4K $1.1M
Aug 04, 2023 Q2 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
260
+ 2.96%
$20.4K - $21.8K
9.03K $869K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
259
+ 0.42%
$20.3K - $21.8K
62.6K $6.02M
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
258
+ 10.25%
$20.2K - $21.7K
2.78K $267K
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
256
+ 2.42%
$20.1K - $21.5K
10.9K $1.04M
Jul 25, 2023 Q2 2023
Cutler Investment Counsel LLC

BUY
 -
255
+ 1.53%
$20K - $21.4K
16.9K $1.62M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
250
+ 0.68%
$19.6K - $21K
36.8K $3.54M
Jul 20, 2023 Q2 2023
Kg&L Capital Management,Llc

BUY
 -
246
+ 4.09%
$19.3K - $20.7K
6.26K $603K

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