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 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.26K- 7.19% |
$177K - $190K
|
29.2K
$2.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.27K- 26.75% |
$178K - $190K
|
6.21K
$612K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.29K- 16.47% |
$180K - $192K
|
11.6K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.34K- 25.23% |
$183K - $196K
|
6.92K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.41K- 15.07% |
$189K - $202K
|
13.6K
$1.34M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.42K- 17.85% |
$189K - $203K
|
11.1K
$1.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.42K- 7.47% |
$190K - $203K
|
30K
$2.95M
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.45K- 0.46% |
$192K - $205K
|
533K
$52.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.45K- 67.68% |
$192K - $206K
|
1.17K
$115K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.53K- 1.42% |
$199K - $213K
|
176K
$17.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.54K- 17.86% |
$199K - $214K
|
11.7K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.55K- 22.96% |
$200K - $214K
|
8.55K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-2.55K- 13.97% |
$200K - $214K
|
15.7K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.56K- 38.01% |
$201K - $215K
|
4.18K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.57K- 8.73% |
$202K - $216K
|
26.9K
$2.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.6K- 23.71% |
$204K - $218K
|
8.37K
$825K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.64K- 37.12% |
$207K - $222K
|
4.47K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.64K- 17.22% |
$207K - $222K
|
12.7K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.72K- 33.67% |
$214K - $229K
|
5.37K
$529K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.77K- 5.57% |
$217K - $232K
|
46.9K
$4.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.8K- 28.09% |
$220K - $235K
|
7.17K
$707K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.83K- 41.87% |
$222K - $237K
|
3.92K
$387K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.85K- 14.43% |
$223K - $239K
|
16.9K
$1.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-2.95K- 16.78% |
$231K - $247K
|
14.6K
$1.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
SELL
|
- |
-2.95K- 23.54% |
$231K - $247K
|
9.57K
$944K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.95K- 11.39% |
$231K - $248K
|
23K
$2.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.96K- 1.61% |
$232K - $248K
|
181K
$17.8M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.07K- 30.54% |
$240K - $257K
|
6.97K
$688K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3.07K- 15.65% |
$241K - $258K
|
16.6K
$1.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.12K- 15.06% |
$244K - $262K
|
17.6K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.17K- 25.25% |
$249K - $266K
|
9.39K
$926K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.23K- 17.26% |
$253K - $271K
|
15.5K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.25K- 2.51% |
$255K - $273K
|
126K
$12.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.26K- 32.81% |
$255K - $274K
|
6.67K
$658K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.27K- 15.55% |
$256K - $275K
|
17.8K
$1.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.29K- 1.54% |
$258K - $276K
|
210K
$20.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-3.32K- 50.68% |
$260K - $278K
|
3.23K
$318K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.37K- 43.1% |
$264K - $283K
|
4.45K
$439K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.39K- 3.68% |
$266K - $285K
|
88.8K
$8.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.45K- 15.5% |
$270K - $290K
|
18.8K
$1.85M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-3.54KClosed |
$277K - $297K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.57K- 27.97% |
$280K - $300K
|
9.19K
$907K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.61K- 11.63% |
$283K - $303K
|
27.4K
$2.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.65K- 2.69% |
$286K - $306K
|
132K
$13M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.69K- 4.33% |
$289K - $310K
|
81.5K
$8.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.69K- 28.14% |
$289K - $310K
|
9.42K
$929K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.76KClosed |
$295K - $316K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-3.77K- 19.43% |
$295K - $316K
|
15.6K
$1.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.81K- 9.18% |
$299K - $320K
|
37.7K
$3.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.86K- 4.45% |
$303K - $324K
|
82.9K
$8.17M
|