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 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-375- 1.42% |
$29.4K - $31.5K
|
26.1K
$2.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-384- 10.09% |
$30.1K - $32.2K
|
3.42K
$329K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-389- 9.66% |
$30.5K - $32.7K
|
3.64K
$350K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-393- 6.69% |
$30.8K - $33K
|
5.48K
$527K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-395- 2.63% |
$31K - $33.2K
|
14.6K
$1.41M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-396- 2.28% |
$31K - $33.3K
|
17K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-403- 6.26% |
$31.6K - $33.8K
|
6.03K
$580K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-403- 11.93% |
$31.6K - $33.8K
|
2.98K
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-403- 8.32% |
$31.6K - $33.8K
|
4.44K
$427K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-404- 1.31% |
$31.7K - $33.9K
|
30.3K
$2.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-405- 1.09% |
$31.8K - $34K
|
36.9K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-405- 8.45% |
$31.8K - $34K
|
4.39K
$422K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-409- 0.24% |
$32.1K - $34.3K
|
170K
$16.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-411- 6.91% |
$32.2K - $34.5K
|
5.53K
$533K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-415- 7.46% |
$32.5K - $34.9K
|
5.15K
$495K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-416- 3.51% |
$32.6K - $34.9K
|
11.5K
$1.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-417- 19.55% |
$32.7K - $35K
|
1.72K
$165K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-421- 8.67% |
$33K - $35.4K
|
4.44K
$427K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-436- 0.34% |
$34.2K - $36.6K
|
126K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-439- 12.65% |
$34.4K - $36.9K
|
3.03K
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-445- 6.14% |
$34.9K - $37.4K
|
6.8K
$654K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-450- 0.6% |
$35.3K - $37.8K
|
75K
$7.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-451- 0.35% |
$35.4K - $37.9K
|
130K
$12.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-457- 18.25% |
$35.8K - $38.4K
|
2.05K
$197K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-457- 4.43% |
$35.8K - $38.4K
|
9.86K
$949K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-460- 0.59% |
$36.1K - $38.6K
|
77.9K
$7.5M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-460- 7.34% |
$36.1K - $38.6K
|
5.8K
$559K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-465- 2.88% |
$36.5K - $39.1K
|
15.7K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-467- 0.74% |
$36.6K - $39.2K
|
62.3K
$5.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-470- 15.94% |
$36.8K - $39.5K
|
2.48K
$238K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-475- 6.16% |
$37.2K - $39.9K
|
7.24K
$696K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-481- 0.99% |
$37.7K - $40.4K
|
48.4K
$4.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-486- 16.92% |
$38.1K - $40.8K
|
2.39K
$230K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-489- 22.9% |
$38.3K - $41.1K
|
1.65K
$158K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-496- 1.04% |
$38.9K - $41.7K
|
47.2K
$4.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-496- 5.07% |
$38.9K - $41.7K
|
9.29K
$894K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-500- 9.96% |
$39.2K - $42K
|
4.52K
$435K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-500- 12.3% |
$39.2K - $42K
|
3.57K
$343K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-503- 2.56% |
$39.4K - $42.2K
|
19.1K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-506- 9.15% |
$39.7K - $42.5K
|
5.02K
$483K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-508- 13.85% |
$39.8K - $42.7K
|
3.16K
$304K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-510- 11.86% |
$40K - $42.8K
|
3.79K
$365K
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-532- 10.58% |
$41.7K - $44.7K
|
4.5K
$433K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-532- 4.48% |
$41.7K - $44.7K
|
11.4K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-541- 10.9% |
$42.4K - $45.4K
|
4.42K
$426K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-544- 14.43% |
$42.6K - $45.7K
|
3.23K
$310K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-546- 11.54% |
$42.8K - $45.9K
|
4.19K
$403K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-559- 11.26% |
$43.8K - $46.9K
|
4.41K
$424K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-564- 4.22% |
$44.2K - $47.4K
|
12.8K
$1.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-566- 8.6% |
$44.4K - $47.5K
|
6.02K
$579K
|