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 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-73- 2.47% |
$5.72K - $6.13K
|
2.89K
$285K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-73- 0.94% |
$5.72K - $6.13K
|
7.72K
$761K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-73- 2.72% |
$5.72K - $6.13K
|
2.61K
$257K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-73- 2.23% |
$5.72K - $6.13K
|
3.21K
$316K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-73- 3.25% |
$5.72K - $6.13K
|
2.18K
$215K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-74- 10.16% |
$5.8K - $6.21K
|
654
$64.5K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-75- 1.84% |
$5.88K - $6.3K
|
4K
$394K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 11.57% |
$5.88K - $6.3K
|
573
$56.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-76- 2.3% |
$5.96K - $6.38K
|
3.23K
$318K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-77- 0.56% |
$6.04K - $6.47K
|
13.8K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-80- 1.89% |
$6.27K - $6.72K
|
4.14K
$408K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-80- 1.87% |
$6.27K - $6.72K
|
4.19K
$413K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-80- 0.31% |
$6.27K - $6.72K
|
25.7K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-80- 0.31% |
$6.27K - $6.72K
|
25.5K
$2.51M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-82- 2.15% |
$6.43K - $6.89K
|
3.73K
$368K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-82- 22.22% |
$6.43K - $6.89K
|
287
$28.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-82- 1.51% |
$6.43K - $6.89K
|
5.36K
$529K
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-86- 2.54% |
$6.74K - $7.22K
|
3.31K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-87- 0.2% |
$6.82K - $7.31K
|
43K
$4.24M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-88- 1.58% |
$6.9K - $7.39K
|
5.49K
$542K
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-90- 0.62% |
$7.06K - $7.56K
|
14.4K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-90- 0.68% |
$7.06K - $7.56K
|
13.2K
$1.3M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-91- 71.65% |
$7.13K - $7.64K
|
36
$3.55K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-93- 24.22% |
$7.29K - $7.81K
|
291
$28.7K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-93- 3.73% |
$7.29K - $7.81K
|
2.4K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-95- 2.84% |
$7.45K - $7.98K
|
3.25K
$321K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-96- 8.78% |
$7.53K - $8.06K
|
997
$98.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-98- 2.31% |
$7.68K - $8.23K
|
4.14K
$408K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-98- 2.56% |
$7.68K - $8.23K
|
3.74K
$368K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-100- 2.46% |
$7.84K - $8.4K
|
3.97K
$391K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.31% |
$7.84K - $8.4K
|
7.52K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-100- 0.91% |
$7.84K - $8.4K
|
10.9K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 4.14% |
$7.84K - $8.4K
|
2.31K
$228K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-101- 0.8% |
$7.92K - $8.48K
|
12.5K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-105- 1.39% |
$8.23K - $8.82K
|
7.46K
$735K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-107- 0.6% |
$8.39K - $8.99K
|
17.6K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-109- 0.98% |
$8.55K - $9.15K
|
11K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-111- 0.32% |
$8.7K - $9.32K
|
35K
$3.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-119- 3.08% |
$9.33K - $9.99K
|
3.75K
$370K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-120- 3.99% |
$9.41K - $10.1K
|
2.89K
$285K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-120- 0.19% |
$9.41K - $10.1K
|
62.3K
$6.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-121- 0.27% |
$9.49K - $10.2K
|
44.1K
$4.35M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-128- 98.46% |
$10K - $10.7K
|
2
$197
|
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
SELL
|
- |
-129- 2.64% |
$10.1K - $10.8K
|
4.75K
$469K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-131- 1.19% |
$10.3K - $11K
|
10.9K
$1.07M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-132- 2.41% |
$10.3K - $11.1K
|
5.35K
$528K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-132- 2.2% |
$10.3K - $11.1K
|
5.87K
$578K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-133- 0.06% |
$10.4K - $11.2K
|
240K
$23.6M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-133- 0.56% |
$10.4K - $11.2K
|
23.8K
$2.35M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-137- 3.61% |
$10.7K - $11.5K
|
3.65K
$360K
|