Purchases and Sales Made in Q3 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 Q3 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
Oct 30, 2023 Q3 2023
Deroy & Devereaux Private Investment Counsel Inc

BUY
 -
600
+ 12.47%
$45.3K - $52.1K
5.41K $475K
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
595
+ 10.07%
$44.9K - $51.7K
6.5K $570K
Oct 23, 2023 Q3 2023
Financial Management Network Inc

BUY
 -
587
+ 2.94%
$44.3K - $51K
20.6K $1.8M
Oct 26, 2023 Q3 2023
Verity Wealth Advisors

BUY
 -
575
+ 2.43%
$43.4K - $50K
24.3K $2.13M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
573
New
$43.2K - $49.8K
573 $50.2K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
564
+ 56400.0%
$42.5K - $49K
565 $49.5K
Oct 26, 2023 Q3 2023
Bayshore Asset Management, LLC

BUY
 -
559
+ 0.71%
$42.2K - $48.6K
79K $6.93M
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
541
+ 12.29%
$40.8K - $47K
4.94K $433K
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
533
+ 7.16%
$40.2K - $46.3K
7.98K $700K
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
524
+ 1.07%
$39.5K - $45.5K
49.6K $4.35M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
517
+ 7.52%
$39K - $44.9K
7.39K $648K
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
512
+ 7.76%
$38.6K - $44.5K
7.11K $623K
Nov 07, 2023 Q3 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
507
+ 15.72%
$38.2K - $44.1K
3.73K $327K
Nov 14, 2023 Q3 2023
Highland Capital Management, LLC

BUY
 -
502
+ 2.61%
$37.9K - $43.6K
19.7K $1.73M
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
500
+ 43.29%
$37.7K - $43.4K
1.66K $145K
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
495
+ 8.6%
$37.3K - $43K
6.25K $548K
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
486
+ 4.16%
$36.7K - $42.2K
12.2K $1.07M
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
478
New
$36.1K - $41.5K
478 $41.9K
Nov 14, 2023 Q3 2023
Macquarie Group LTD

Australia, C3
BUY
 -
476
+ 226.67%
$35.9K - $41.4K
686 $60.2K
Feb 02, 2024 Q3 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
472
+ 12.38%
$35.6K - $41K
4.29K $376K
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

BUY
 -
470
+ 5.01%
$35.5K - $40.8K
9.84K $863K
Nov 13, 2023 Q3 2023
Mendel Money Management

Northbrook, IL
BUY
 -
468
+ 11.36%
$35.3K - $40.7K
4.59K $402K
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
467
+ 1.73%
$35.2K - $40.6K
27.5K $2.41M
Nov 14, 2023 Q3 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
464
+ 10.63%
$35K - $40.3K
4.83K $424K
Oct 19, 2023 Q3 2023
Intergy Private Wealth, LLC

BUY
 -
462
+ 2.42%
$34.9K - $40.1K
19.6K $1.71M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
451
+ 0.27%
$34K - $39.2K
166K $14.5M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
448
+ 0.86%
$33.8K - $38.9K
52.7K $4.62M
Oct 19, 2023 Q3 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
446
+ 7.09%
$33.6K - $38.8K
6.74K $591K
Oct 11, 2023 Q3 2023
First Financial Corp

BUY
 -
440
+ 5.09%
$33.2K - $38.2K
9.09K $797K
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
439
+ 4.33%
$33.1K - $38.1K
10.6K $928K
Oct 27, 2023 Q3 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
433
+ 4.7%
$32.7K - $37.6K
9.64K $846K
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
432
+ 3.72%
$32.6K - $37.5K
12.1K $1.06M
Oct 23, 2023 Q3 2023
Moneywise, Inc.

BUY
 -
426
+ 9.74%
$32.1K - $37K
4.8K $421K
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
426
+ 15.24%
$32.1K - $37K
3.22K $283K
Oct 27, 2023 Q3 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
420
+ 140.47%
$31.7K - $36.5K
719 $63K
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
409
New
$30.9K - $35.5K
409 $35.9K
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
401
+ 1.1%
$30.3K - $34.8K
36.8K $3.23M
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
400
+ 14.73%
$30.2K - $34.8K
3.12K $273K
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
392
New
$29.6K - $34.1K
392 $34.4K
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
389
+ 2.35%
$29.3K - $33.8K
17K $1.49M
Nov 07, 2023 Q3 2023
Motco

BUY
 -
385
+ 8.49%
$29K - $33.5K
4.92K $432K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
380
+ 130.58%
$28.7K - $33K
671 $58.8K
Oct 26, 2023 Q3 2023
Beam Wealth Advisors, Inc.

BUY
 -
379
+ 14.38%
$28.6K - $32.9K
3.01K $264K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
379
+ 0.56%
$28.6K - $32.9K
68.3K $5.99M
Oct 13, 2023 Q3 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
378
+ 4.37%
$28.5K - $32.8K
9.02K $791K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
376
+ 2.06%
$28.4K - $32.7K
18.7K $1.64M
Nov 13, 2023 Q3 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
367
+ 2.31%
$27.7K - $31.9K
16.3K $1.43M
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
360
New
$27.2K - $31.3K
360 $31.6K
Nov 08, 2023 Q3 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
360
+ 4.31%
$27.2K - $31.3K
8.71K $764K

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