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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
42.4K+ 13.45% |
$3.2M - $3.68M
|
357K
$31.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
42.1KNew |
$3.17M - $3.66M
|
42.1K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
41.4K+ 55.66% |
$3.12M - $3.6M
|
116K
$10.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
41K+ 14.14% |
$3.09M - $3.56M
|
331K
$29M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.7K+ 475.23% |
$3.07M - $3.53M
|
49.2K
$4.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
40.4KNew |
$3.05M - $3.51M
|
40.4K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.4K+ 11.06% |
$3.05M - $3.51M
|
405K
$35.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.6K+ 5.7% |
$2.98M - $3.44M
|
733K
$64.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
38.3K+ 312.15% |
$2.89M - $3.33M
|
50.6K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37.4K+ 195.22% |
$2.82M - $3.25M
|
56.5K
$4.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
37.2KNew |
$2.81M - $3.23M
|
37.2K
$3.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
37K+ 1177.9% |
$2.79M - $3.21M
|
40.1K
$3.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
36.5K+ 20.92% |
$2.75M - $3.17M
|
211K
$18.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
35.2KNew |
$2.65M - $3.06M
|
35.2K
$3.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
34.6KNew |
$2.61M - $3.01M
|
34.6K
$3.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
34.5K+ 6.56% |
$2.6M - $3M
|
560K
$48.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
32.9KNew |
$2.48M - $2.86M
|
32.9K
$2.87M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
31.4K+ 14.83% |
$2.37M - $2.73M
|
243K
$21.3M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
30.4K+ 7.94% |
$2.29M - $2.64M
|
413K
$36.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.4K+ 80.78% |
$2.29M - $2.64M
|
68K
$5.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
29.4KNew |
$2.22M - $2.56M
|
29.4K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
29.3K+ 28.72% |
$2.21M - $2.55M
|
131K
$11.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
29.2KNew |
$2.2M - $2.53M
|
29.2K
$2.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29K+ 14.78% |
$2.19M - $2.52M
|
225K
$19.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
26.8K+ 35.04% |
$2.02M - $2.33M
|
103K
$9.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
26.8KNew |
$2.02M - $2.33M
|
26.8K
$2.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
26.4K+ 16.17% |
$1.99M - $2.29M
|
190K
$16.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
26.4K+ 1.1% |
$1.99M - $2.29M
|
2.42M
$212M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
25.8K+ 33.94% |
$1.95M - $2.24M
|
102K
$8.91M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
25.6K+ 15.04% |
$1.93M - $2.23M
|
196K
$17.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
25.4KNew |
$1.92M - $2.21M
|
25.4K
$2.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
25.4K+ 58.06% |
$1.91M - $2.2M
|
69K
$6.04M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.1KNew |
$1.89M - $2.18M
|
25.1K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24.9K+ 10.67% |
$1.88M - $2.17M
|
259K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.2K+ 218.51% |
$1.83M - $2.1M
|
35.3K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
22.9KNew |
$1.73M - $1.99M
|
22.9K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
22.8K+ 31.74% |
$1.72M - $1.98M
|
94.8K
$8.29M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
22.7K+ 6.59% |
$1.71M - $1.97M
|
367K
$32.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
22.4KNew |
$1.69M - $1.94M
|
22.4K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
22.1K+ 31.35% |
$1.67M - $1.92M
|
92.8K
$8.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
21.9K+ 7.59% |
$1.65M - $1.9M
|
310K
$27.1M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
21.5KNew |
$1.62M - $1.87M
|
21.5K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21K+ 23.48% |
$1.59M - $1.83M
|
111K
$9.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
21KNew |
$1.58M - $1.82M
|
21K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
20.5K+ 44.09% |
$1.55M - $1.78M
|
67K
$5.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.8K+ 2.73% |
$1.49M - $1.72M
|
745K
$65.1M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
19.7K+ 6.51% |
$1.49M - $1.71M
|
322K
$28.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
19.3K+ 2.51% |
$1.46M - $1.68M
|
789K
$69M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.2K+ 0.56% |
$1.45M - $1.67M
|
3.47M
$304M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
19K+ 69.39% |
$1.44M - $1.65M
|
46.5K
$4.06M
|