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 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.72K+ 2.15% |
$370K - $396K
|
224K
$21.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.7KNew |
$369K - $395K
|
4.7K
$453K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4.7K+ 5.72% |
$368K - $395K
|
86.9K
$8.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
4.63K+ 190.77% |
$363K - $389K
|
7.06K
$679K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
4.49KNew |
$352K - $377K
|
4.49K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.39KNew |
$344K - $368K
|
4.39K
$422K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
4.37K+ 20.58% |
$343K - $367K
|
25.6K
$2.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.34K+ 11.04% |
$341K - $365K
|
43.7K
$4.2M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.33K+ 1.39% |
$339K - $363K
|
315K
$30.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.31K+ 29.2% |
$338K - $362K
|
19.1K
$1.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.25KNew |
$333K - $357K
|
4.25K
$409K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.22KNew |
$331K - $354K
|
4.22K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.18K+ 2.87% |
$328K - $351K
|
150K
$14.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
4.17K+ 7.7% |
$327K - $351K
|
58.4K
$5.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.17K+ 1.77% |
$327K - $350K
|
239K
$23M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.16KNew |
$326K - $350K
|
4.16K
$401K
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.16K+ 5.91% |
$326K - $349K
|
74.6K
$7.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.12K+ 3.05% |
$323K - $346K
|
139K
$13.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.1KNew |
$321K - $344K
|
4.1K
$394K
|
|
|
Jul 14, 2023
Q2 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
4.07K+ 6.46% |
$319K - $342K
|
67.1K
$6.46M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
4.06K+ 4.3% |
$319K - $341K
|
98.6K
$9.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
4.05K+ 34.43% |
$317K - $340K
|
15.8K
$1.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4K+ 17.86% |
$314K - $336K
|
26.4K
$2.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4K+ 30.87% |
$314K - $336K
|
17K
$1.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
4KNew |
$313K - $336K
|
4K
$384K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.91K+ 10.25% |
$306K - $328K
|
42K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.91K+ 6.62% |
$306K - $328K
|
62.9K
$6.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
3.87K+ 11.68% |
$304K - $325K
|
37K
$3.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
3.84K+ 23.81% |
$301K - $323K
|
20K
$1.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.82KNew |
$299K - $320K
|
3.82K
$367K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.81KNew |
$299K - $320K
|
3.81K
$367K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.8KNew |
$298K - $319K
|
3.8K
$365K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.79K+ 26.46% |
$297K - $318K
|
18.1K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.71K+ 7.34% |
$291K - $312K
|
54.3K
$5.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.69K+ 10.76% |
$289K - $310K
|
38K
$3.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
3.68K+ 3.46% |
$289K - $309K
|
110K
$10.6M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
3.6K+ 13.73% |
$282K - $302K
|
29.8K
$2.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 7.01% |
$282K - $302K
|
54.9K
$5.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
3.6K+ 22.09% |
$282K - $302K
|
19.9K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.54K+ 23.29% |
$277K - $297K
|
18.7K
$1.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.52K+ 4.63% |
$276K - $295K
|
79.5K
$7.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
3.5K+ 46.13% |
$274K - $294K
|
11.1K
$1.07M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3.45KNew |
$270K - $290K
|
3.45K
$332K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
3.35K+ 16.58% |
$263K - $281K
|
23.6K
$2.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.33K+ 4.66% |
$261K - $280K
|
74.9K
$7.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.32KNew |
$260K - $279K
|
3.32K
$320K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
3.31K+ 2.27% |
$259K - $278K
|
149K
$14.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.3K+ 82.5% |
$259K - $277K
|
7.3K
$703K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.29K+ 3.2% |
$258K - $277K
|
106K
$10.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.22K+ 80.6% |
$252K - $270K
|
7.21K
$694K
|