Purchases and Sales Made in Q2 2023 in Vanguard Specialized Funds Van (VNQ)

VNQ Quotes by TradingView

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 13, 2023 Q2 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
708
+ 1.77%
$55.5K - $59.5K
40.7K $3.73M
Aug 08, 2023 Q2 2023
Mc Naughton Wealth Management, LLC

BUY
 -
704
+ 15.2%
$55.2K - $59.1K
5.34K $489K
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
691
+ 1.32%
$54.2K - $58K
52.9K $4.85M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
690
New
$54.1K - $57.9K
690 $63.2K
Aug 09, 2023 Q2 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
680
+ 5.71%
$53.3K - $57.1K
12.6K $1.15M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
678
+ 12.97%
$53.2K - $56.9K
5.91K $541K
Jul 20, 2023 Q2 2023
Charter Oak Capital Management, LLC

BUY
 -
671
+ 15.73%
$52.6K - $56.4K
4.94K $452K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
656
+ 11.76%
$51.4K - $55.1K
6.23K $571K
Aug 14, 2023 Q2 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
653
+ 17.58%
$51.2K - $54.8K
4.37K $400K
Aug 01, 2023 Q2 2023
Schnieders Capital Management LLC

BUY
 -
652
+ 12.8%
$51.1K - $54.8K
5.74K $526K
Jul 14, 2023 Q2 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
650
+ 6.91%
$51K - $54.6K
10.1K $921K
Aug 11, 2023 Q2 2023
Hsbc Holdings PLC

London, X0
BUY
 -
646
+ 0.52%
$50.6K - $54.3K
125K $11.5M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
645
+ 3.37%
$50.6K - $54.2K
19.8K $1.81M
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
627
+ 4.3%
$49.2K - $52.7K
15.2K $1.39M
Aug 14, 2023 Q2 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
615
+ 3.68%
$48.2K - $51.6K
17.3K $1.59M
Jul 28, 2023 Q2 2023
Unison Advisors LLC

BUY
 -
612
+ 2.44%
$48K - $51.4K
25.7K $2.35M
Aug 08, 2023 Q2 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
608
+ 25.24%
$47.7K - $51.1K
3.02K $276K
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
603
+ 2.34%
$47.3K - $50.6K
26.4K $2.42M
Aug 03, 2023 Q2 2023
Simmons Bank

BUY
 -
591
+ 2.85%
$46.3K - $49.6K
21.3K $1.96M
Aug 10, 2023 Q2 2023
Madison Wealth Management

Cincinnati, OH
BUY
 -
585
+ 1.62%
$45.9K - $49.1K
36.7K $3.36M
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
573
+ 3.67%
$44.9K - $48.1K
16.2K $1.48M
Jul 31, 2023 Q2 2023
Total Wealth Planning, LLC

BUY
 -
573
+ 0.79%
$44.9K - $48.1K
73.3K $6.72M
Aug 16, 2023 Q2 2023
Resources Management Corp

West Hartford, CT
BUY
 -
573
+ 41.82%
$44.9K - $48.1K
1.94K $178K
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
565
+ 196.18%
$44.3K - $47.4K
853 $78.2K
Jul 31, 2023 Q2 2023
Hudock, Inc.

BUY
 -
543
+ 0.35%
$42.6K - $45.6K
157K $14.4M
Aug 10, 2023 Q2 2023
Prudent Man Advisors, LLC

BUY
 -
543
+ 1.33%
$42.6K - $45.6K
41.3K $3.78M
Jul 13, 2023 Q2 2023
Soundmark Wealth Management, LLC

BUY
 -
530
+ 2.57%
$41.6K - $44.5K
21.1K $1.94M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
526
+ 7.38%
$41.2K - $44.2K
7.66K $702K
Aug 14, 2023 Q2 2023
Merriman Wealth Management, LLC

BUY
 -
525
+ 9.3%
$41.2K - $44.1K
6.17K $566K
Aug 18, 2023 Q2 2023
Coombe, Bender & CO LLC

BUY
 -
514
+ 1.79%
$40.3K - $43.2K
29.3K $2.68M
Jul 13, 2023 Q2 2023
American Financial Advisors, LLC

BUY
 -
513
+ 4.42%
$40.2K - $43.1K
12.1K $1.11M
Aug 11, 2023 Q2 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
504
+ 7.99%
$39.5K - $42.3K
6.81K $624K
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
502
+ 5.39%
$39.4K - $42.2K
9.82K $900K
Aug 08, 2023 Q2 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
499
+ 2.58%
$39.1K - $41.9K
19.9K $1.82M
Jul 17, 2023 Q2 2023
Gibson Capital, LLC

Wexford, PA
BUY
 -
497
+ 0.04%
$39K - $41.7K
1.12M $103M
Aug 04, 2023 Q2 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
493
+ 13.86%
$38.7K - $41.4K
4.05K $371K
Aug 09, 2023 Q2 2023
Better Money Decisions, LLC

BUY
 -
489
+ 2.86%
$38.3K - $41.1K
17.6K $1.61M
Oct 19, 2023 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
486
+ 2.22%
$38.1K - $40.8K
22.4K $2.05M
Jan 16, 2024 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
486
+ 2.22%
$38.1K - $40.8K
22.4K $2.05M
Aug 03, 2023 Q2 2023
Dougherty Wealth Advisers LLC

BUY
 -
483
+ 2.02%
$37.9K - $40.6K
24.4K $2.24M
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
480
New
$37.6K - $40.3K
480 $44K
Oct 09, 2024 Q2 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
476
+ 4.62%
$37.3K - $40K
10.8K $987K
Jul 13, 2023 Q2 2023
Windsor Capital Management, LLC

BUY
 -
470
+ 3.39%
$36.8K - $39.5K
14.3K $1.31M
Aug 09, 2023 Q2 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
469
+ 3.04%
$36.8K - $39.4K
15.9K $1.46M
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

BUY
 -
461
+ 2.65%
$36.1K - $38.7K
17.8K $1.64M
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
460
New
$36.1K - $38.6K
460 $42.1K
Aug 11, 2023 Q2 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
457
+ 0.3%
$35.8K - $38.4K
154K $14.1M
Aug 10, 2023 Q2 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
455
+ 1.6%
$35.7K - $38.2K
29K $2.66M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
449
+ 4.42%
$35.2K - $37.7K
10.6K $972K

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