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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-11- 0.14% |
$862 - $924
|
8.1K
$779K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-14- 0.34% |
$1.1K - $1.18K
|
4.09K
$394K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-14- 0.17% |
$1.1K - $1.18K
|
8.03K
$773K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-15- 0.16% |
$1.18K - $1.26K
|
9.09K
$874K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-16- 0.11% |
$1.25K - $1.34K
|
15K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-17- 0.45% |
$1.33K - $1.43K
|
3.76K
$362K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20- 1.84% |
$1.57K - $1.68K
|
1.07K
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-20- 0.43% |
$1.57K - $1.68K
|
4.62K
$445K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-21- 0.52% |
$1.65K - $1.76K
|
4.03K
$388K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-25- 0.56% |
$1.96K - $2.1K
|
4.46K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-25- 0.15% |
$1.96K - $2.1K
|
16.1K
$1.55M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-25- 0.27% |
$1.96K - $2.1K
|
9.27K
$893K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-28- 0.27% |
$2.2K - $2.35K
|
10.2K
$983K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28- 0.71% |
$2.2K - $2.35K
|
3.9K
$375K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-34- 1.06% |
$2.67K - $2.86K
|
3.17K
$305K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-35- 0.08% |
$2.74K - $2.94K
|
44.8K
$4.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-35- 0.1% |
$2.74K - $2.94K
|
34.5K
$3.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-35- 0.45% |
$2.74K - $2.94K
|
7.75K
$746K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-36- 0.81% |
$2.82K - $3.02K
|
4.43K
$426K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-39- 6.17% |
$3.06K - $3.28K
|
593
$57.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-39- 0.38% |
$3.06K - $3.28K
|
10.3K
$990K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-40- 6.59% |
$3.14K - $3.36K
|
567
$54.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-40- 0.44% |
$3.14K - $3.36K
|
9.01K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-42- 0.28% |
$3.29K - $3.53K
|
14.8K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-44- 1.01% |
$3.45K - $3.7K
|
4.33K
$417K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-45- 1.75% |
$3.53K - $3.78K
|
2.53K
$244K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-45- 4.04% |
$3.53K - $3.78K
|
1.07K
$103K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-47- 3.85% |
$3.68K - $3.95K
|
1.17K
$113K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-47- 9.49% |
$3.68K - $3.95K
|
448
$43.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-48- 2.46% |
$3.76K - $4.03K
|
1.9K
$183K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-49- 26.92% |
$3.84K - $4.12K
|
133
$12.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-49- 3.63% |
$3.84K - $4.12K
|
1.3K
$125K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-50- 0.31% |
$3.92K - $4.2K
|
15.9K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-50- 1.76% |
$3.92K - $4.2K
|
2.8K
$269K
|
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-50- 4.55% |
$3.92K - $4.2K
|
1.05K
$101K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-50- 0.65% |
$3.92K - $4.2K
|
7.65K
$736K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-50- 1.4% |
$3.92K - $4.2K
|
3.53K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 0.76% |
$3.92K - $4.2K
|
6.52K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-55- 0.86% |
$4.31K - $4.62K
|
6.31K
$607K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-56- 1.99% |
$4.39K - $4.7K
|
2.76K
$266K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-57- 8.51% |
$4.47K - $4.79K
|
613
$59K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-59- 0.32% |
$4.63K - $4.95K
|
18.1K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-60- 3.16% |
$4.7K - $5.04K
|
1.84K
$177K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-60- 0.64% |
$4.7K - $5.04K
|
9.3K
$895K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-62- 2.14% |
$4.86K - $5.21K
|
2.83K
$273K
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-65- 1.36% |
$5.1K - $5.46K
|
4.7K
$452K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-65- 0.55% |
$5.1K - $5.46K
|
11.8K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-68- 1.77% |
$5.33K - $5.71K
|
3.78K
$363K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-71- 0.61% |
$5.57K - $5.96K
|
11.5K
$1.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-72- 7.76% |
$5.64K - $6.05K
|
856
$82.4K
|