Purchases and Sales Made in Q3 2023 in Vanguard Specialized Funds Van (VNQ)
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 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
356+ 3.26% |
$26.9K - $30.9K
|
11.3K
$989K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
356+ 3.14% |
$26.9K - $30.9K
|
11.7K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
355+ 6.12% |
$26.8K - $30.8K
|
6.16K
$540K
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
354+ 4.38% |
$26.7K - $30.8K
|
8.43K
$739K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
351+ 6.41% |
$26.5K - $30.5K
|
5.83K
$511K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
349+ 3.76% |
$26.3K - $30.3K
|
9.64K
$845K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
342+ 6.62% |
$25.8K - $29.7K
|
5.51K
$483K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
339+ 10.51% |
$25.6K - $29.5K
|
3.56K
$312K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
325+ 0.43% |
$24.5K - $28.2K
|
76.3K
$6.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
324+ 4.2% |
$24.4K - $28.2K
|
8.04K
$705K
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
324+ 7.63% |
$24.4K - $28.2K
|
4.57K
$401K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
324+ 0.41% |
$24.4K - $28.2K
|
78.5K
$6.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
321+ 1.26% |
$24.2K - $27.9K
|
25.8K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
321+ 0.17% |
$24.2K - $27.9K
|
186K
$16.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
320+ 44.51% |
$24.1K - $27.8K
|
1.04K
$91.1K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
320+ 5.98% |
$24.1K - $27.8K
|
5.67K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
320+ 12.06% |
$24.1K - $27.8K
|
2.97K
$261K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
313+ 1.85% |
$23.6K - $27.2K
|
17.2K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
313+ 0.62% |
$23.6K - $27.2K
|
50.7K
$4.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
312+ 10.24% |
$23.5K - $27.1K
|
3.36K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
303+ 0.76% |
$22.9K - $26.3K
|
40.1K
$3.52M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
302+ 43.52% |
$22.8K - $26.2K
|
996
$87.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
300+ 0.76% |
$22.6K - $26.1K
|
40K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
297+ 1.08% |
$22.4K - $25.8K
|
27.7K
$2.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
295+ 4.16% |
$22.3K - $25.6K
|
7.39K
$648K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
294+ 1.69% |
$22.2K - $25.5K
|
17.7K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
293+ 7.85% |
$22.1K - $25.5K
|
4.03K
$353K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
288+ 7.51% |
$21.7K - $25K
|
4.12K
$361K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
287+ 2.64% |
$21.7K - $24.9K
|
11.1K
$978K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
285+ 8.31% |
$21.5K - $24.8K
|
3.71K
$326K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
276+ 1.86% |
$20.8K - $24K
|
15.1K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
276+ 7.63% |
$20.8K - $24K
|
3.89K
$341K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
272+ 4533.33% |
$20.5K - $23.6K
|
278
$24.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
252+ 10.23% |
$19K - $21.9K
|
2.72K
$238K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
250+ 0.34% |
$18.9K - $21.7K
|
74.5K
$6.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
237+ 6.65% |
$17.9K - $20.6K
|
3.8K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
235+ 4.35% |
$17.7K - $20.4K
|
5.64K
$495K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
229+ 1.35% |
$17.3K - $19.9K
|
17.2K
$1.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
226+ 3.92% |
$17K - $19.6K
|
6K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
225+ 5.39% |
$17K - $19.6K
|
4.4K
$386K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
222+ 2.46% |
$16.7K - $19.3K
|
9.25K
$811K
|
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
222+ 2.18% |
$16.7K - $19.3K
|
10.4K
$914K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
217+ 47.17% |
$16.4K - $18.9K
|
677
$59.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
216+ 0.29% |
$16.3K - $18.8K
|
73.8K
$6.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
214+ 4.5% |
$16.1K - $18.6K
|
4.97K
$436K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
204+ 5.91% |
$15.4K - $17.7K
|
3.65K
$320K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
199+ 1.87% |
$15K - $17.3K
|
10.8K
$951K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
199+ 3.39% |
$15K - $17.3K
|
6.07K
$533K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
193+ 2.26% |
$14.6K - $16.8K
|
8.75K
$767K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
185+ 253.42% |
$14K - $16.1K
|
258
$22.6K
|