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 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
34.9K+ 5.99% |
$2.74M - $2.93M
|
618K
$59.5M
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
34.9K+ 35.45% |
$2.73M - $2.93M
|
133K
$12.8M
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
34.9K+ 35.45% |
$2.73M - $2.93M
|
133K
$12.8M
|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
30.5K+ 116.51% |
$2.39M - $2.56M
|
56.7K
$5.46M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30.2KNew |
$2.37M - $2.54M
|
30.2K
$2.91M
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
29.5KNew |
$2.32M - $2.48M
|
29.5K
$2.84M
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
29.4K+ 3.59% |
$2.31M - $2.47M
|
849K
$81.8M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
29.3K+ 11.3% |
$2.29M - $2.46M
|
288K
$27.7M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29K+ 3.71% |
$2.27M - $2.44M
|
811K
$78M
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
27.8K+ 4021.97% |
$2.18M - $2.34M
|
28.5K
$2.75M
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
27.8KNew |
$2.18M - $2.34M
|
27.8K
$2.68M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
27.3K+ 114.76% |
$2.14M - $2.29M
|
51K
$4.91M
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
27.1KNew |
$2.12M - $2.27M
|
27.1K
$2.61M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.1K+ 23.27% |
$2.04M - $2.19M
|
138K
$13.3M
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26K+ 19.43% |
$2.04M - $2.19M
|
160K
$15.4M
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
25.5K+ 17.13% |
$2M - $2.14M
|
174K
$16.8M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.8K+ 2.21% |
$1.94M - $2.08M
|
1.15M
$110M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.5K+ 19.22% |
$1.92M - $2.06M
|
152K
$14.6M
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
24.5K+ 54.52% |
$1.92M - $2.06M
|
69.5K
$6.69M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.1K+ 2.97% |
$1.81M - $1.94M
|
801K
$77.1M
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.7K+ 101.27% |
$1.78M - $1.91M
|
45.2K
$4.35M
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
22.3K+ 8.21% |
$1.75M - $1.87M
|
294K
$28.3M
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
21.8K+ 11.57% |
$1.71M - $1.83M
|
210K
$20.2M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.4K+ 15.13% |
$1.68M - $1.8M
|
163K
$15.7M
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
21.3K+ 39.37% |
$1.67M - $1.79M
|
75.4K
$7.26M
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
BUY
|
- |
21.1KNew |
$1.65M - $1.77M
|
21.1K
$2.03M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
20.7K+ 4.33% |
$1.62M - $1.74M
|
498K
$48M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
20.7K+ 4.33% |
$1.62M - $1.74M
|
498K
$48M
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
20.5K+ 71.61% |
$1.61M - $1.72M
|
49.2K
$4.73M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20.5KNew |
$1.61M - $1.72M
|
20.5K
$1.97M
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20.5KNew |
$1.61M - $1.72M
|
20.5K
$1.97M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.4K+ 1.34% |
$1.6M - $1.71M
|
1.54M
$148M
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
20.4K+ 1.9% |
$1.6M - $1.71M
|
1.09M
$105M
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20.2K+ 11.46% |
$1.58M - $1.69M
|
196K
$18.9M
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
20KNew |
$1.57M - $1.68M
|
20K
$1.92M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
19K+ 8.85% |
$1.49M - $1.6M
|
234K
$22.5M
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
18.8K+ 16.74% |
$1.48M - $1.58M
|
131K
$12.6M
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
18.4K+ 6.17% |
$1.44M - $1.54M
|
316K
$30.5M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
18.3K+ 27.49% |
$1.43M - $1.54M
|
84.8K
$8.16M
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
BUY
|
- |
18.1K+ 257.19% |
$1.42M - $1.52M
|
25.1K
$2.42M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.8KNew |
$1.39M - $1.49M
|
17.8K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.6K+ 1054.52% |
$1.38M - $1.48M
|
19.3K
$1.86M
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
17.6K+ 10.41% |
$1.38M - $1.48M
|
186K
$17.9M
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 3.25% |
$1.32M - $1.41M
|
533K
$51.3M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
16.8KNew |
$1.31M - $1.41M
|
16.8K
$1.61M
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
16.2K+ 137.29% |
$1.27M - $1.36M
|
28K
$2.7M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.2KNew |
$1.27M - $1.36M
|
16.2K
$1.56M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15.4KNew |
$1.21M - $1.29M
|
15.4K
$1.48M
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
15.2K+ 10.28% |
$1.19M - $1.28M
|
163K
$15.7M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
15.2KNew |
$1.19M - $1.28M
|
15.2K
$1.46M
|