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 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
28New |
$2.2K - $2.35K
|
28
$2.69K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
28+ 0.28% |
$2.2K - $2.35K
|
10.2K
$977K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26New |
$2.04K - $2.18K
|
26
$2.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
25+ 0.16% |
$1.96K - $2.1K
|
15.8K
$1.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
24+ 66.67% |
$1.88K - $2.02K
|
60
$5.77K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
19+ 0.15% |
$1.49K - $1.6K
|
13K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
18+ 0.48% |
$1.41K - $1.51K
|
3.74K
$360K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
18New |
$1.41K - $1.51K
|
18
$1.73K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
12+ 0.47% |
$941 - $1.01K
|
2.59K
$249K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11New |
$862 - $924
|
11
$1.06K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
11+ 0.1% |
$862 - $924
|
10.7K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11+ 1.23% |
$862 - $924
|
903
$86.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 6.67% |
$784 - $840
|
160
$15.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9New |
$706 - $756
|
9
$866
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9+ 0.17% |
$706 - $756
|
5.41K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 0.52% |
$706 - $756
|
1.74K
$168K
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
8+ 0.07% |
$627 - $672
|
11.5K
$1.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.15% |
$627 - $672
|
5.51K
$531K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.18% |
$549 - $588
|
3.83K
$369K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 1.59% |
$549 - $588
|
448
$43.1K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 0.1% |
$470 - $504
|
6.12K
$589K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
6+ 0.03% |
$470 - $504
|
21.4K
$2.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
6+ 0.04% |
$470 - $504
|
14.2K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
6+ 12.77% |
$470 - $504
|
53
$5.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
6+ 0.04% |
$470 - $504
|
14K
$1.34M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6New |
$470 - $504
|
6
$577
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
5+ 0.58% |
$392 - $420
|
871
$83.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.09% |
$157 - $168
|
2.28K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 0.03% |
$157 - $168
|
6.71K
$646K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.19% |
$78.4 - $84
|
536
$51.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.2% |
$78.4 - $84
|
84
$8.08K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.04% |
$78.4 - $84
|
2.43K
$233K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.22% |
$78.4 - $84
|
452
$43.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1- 0.01% |
$78.4 - $84
|
7.33K
$705K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$78.4 - $84
|
5.35K
$514K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.33% |
$78.4 - $84
|
298
$28.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1- 7.14% |
$78.4 - $84
|
13
$1.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.37% |
$78.4 - $84
|
267
$25.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2- 0.06% |
$157 - $168
|
3.14K
$302K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-5- 2.33% |
$392 - $420
|
210
$20.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.05% |
$470 - $504
|
12.6K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-6- 0.63% |
$470 - $504
|
942
$90.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-6- 0.18% |
$470 - $504
|
3.25K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-6- 0.17% |
$470 - $504
|
3.43K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6- 0.23% |
$470 - $504
|
2.63K
$253K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7- 1.16% |
$549 - $588
|
594
$57.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7- 0.04% |
$549 - $588
|
17.4K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.12% |
$627 - $672
|
6.58K
$633K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9- 7.76% |
$706 - $756
|
107
$10.3K
|