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
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 23.49% |
$92.3K - $98.8K
|
3.83K
$378K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 22.26% |
$92.7K - $99.3K
|
4.13K
$407K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 3.29% |
$93.6K - $100K
|
35.1K
$3.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.23K- 33.77% |
$96.1K - $103K
|
2.4K
$237K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.24K- 30.63% |
$97.2K - $104K
|
2.81K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 6.14% |
$97.6K - $105K
|
19K
$1.88M
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 6.14% |
$97.6K - $105K
|
19K
$1.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.25K- 24.82% |
$97.8K - $105K
|
3.78K
$372K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.25K- 6.17% |
$98K - $105K
|
19K
$1.87M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.26K- 4.7% |
$98.4K - $105K
|
25.5K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.26K- 6.49% |
$98.7K - $106K
|
18.1K
$1.79M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.26K- 11.23% |
$98.9K - $106K
|
9.97K
$983K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.27K- 11.51% |
$99.4K - $106K
|
9.74K
$961K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.28K- 4.93% |
$100K - $107K
|
24.7K
$2.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 4.94% |
$101K - $108K
|
24.7K
$2.44M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.3K- 4.82% |
$102K - $109K
|
25.6K
$2.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.3K- 29.32% |
$102K - $109K
|
3.13K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.3K- 28.93% |
$102K - $109K
|
3.19K
$315K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 3.58% |
$102K - $109K
|
35.1K
$3.46M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.32K- 2.97% |
$103K - $111K
|
43K
$4.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.33K- 13.45% |
$104K - $111K
|
8.53K
$841K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-1.34K- 28.47% |
$105K - $113K
|
3.37K
$332K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.37K- 7.21% |
$107K - $115K
|
17.6K
$1.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.37K- 16.05% |
$108K - $115K
|
7.18K
$708K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.37K- 17.27% |
$108K - $115K
|
6.58K
$649K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.4K- 10.3% |
$109K - $117K
|
12.2K
$1.2M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.4K- 11.32% |
$110K - $118K
|
11K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.41K- 4.1% |
$111K - $118K
|
33K
$3.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.42K- 34.37% |
$111K - $119K
|
2.72K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.42K- 10.95% |
$112K - $120K
|
11.6K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.43K- 19.79% |
$112K - $120K
|
5.8K
$572K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.43K- 14.51% |
$112K - $120K
|
8.44K
$832K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.45K- 2.23% |
$114K - $122K
|
63.5K
$6.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.46K- 18.18% |
$115K - $123K
|
6.59K
$650K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 31.84% |
$115K - $123K
|
3.15K
$310K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.47K- 24.47% |
$115K - $124K
|
4.54K
$448K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.48K- 32.37% |
$116K - $124K
|
3.08K
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.48K- 14.77% |
$116K - $124K
|
8.53K
$841K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.48K- 25.48% |
$116K - $124K
|
4.33K
$427K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.48K- 31.01% |
$116K - $125K
|
3.3K
$325K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.5K- 36.35% |
$117K - $126K
|
2.62K
$258K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.5K- 2.73% |
$118K - $126K
|
53.4K
$5.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.51K- 5.25% |
$118K - $126K
|
27.2K
$2.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 4.82% |
$119K - $128K
|
30K
$2.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.52K- 4.27% |
$119K - $128K
|
34.1K
$3.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.53K- 5.23% |
$120K - $128K
|
27.7K
$2.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.56K- 79.71% |
$122K - $131K
|
396
$39K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.56K- 1.34% |
$122K - $131K
|
115K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.58K- 7.42% |
$123K - $132K
|
19.7K
$1.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.59K- 7.53% |
$124K - $133K
|
19.5K
$1.92M
|