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 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 76.14% |
$79.2K - $91.2K
|
329
$28.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.06K- 1.41% |
$79.8K - $91.9K
|
73.8K
$6.47M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.06K- 5.49% |
$79.9K - $92K
|
18.2K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.07K- 25.45% |
$80.4K - $92.6K
|
3.12K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.08K- 3.38% |
$81.3K - $93.7K
|
30.8K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.08K- 4.53% |
$81.6K - $93.9K
|
22.8K
$2M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 19.2% |
$81.6K - $94K
|
4.55K
$399K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.14K- 6.59% |
$86.2K - $99.3K
|
16.2K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.14K- 12.04% |
$86.3K - $99.4K
|
8.36K
$733K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.15K- 5.71% |
$86.7K - $99.8K
|
19K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.15K- 79.3% |
$86.7K - $99.8K
|
300
$26.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.15K- 7.11% |
$86.9K - $100K
|
15K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.16K- 18.17% |
$87.1K - $100K
|
5.2K
$456K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-1.16K- 5.46% |
$87.4K - $101K
|
20.1K
$1.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.19K- 7.03% |
$89.5K - $103K
|
15.7K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.19K- 2.26% |
$90K - $104K
|
51.7K
$4.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.19K- 6.53% |
$90.1K - $104K
|
17.1K
$1.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.23K- 5.69% |
$92.5K - $107K
|
20.3K
$1.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.24K- 15.09% |
$93.6K - $108K
|
6.98K
$612K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.26K- 6.05% |
$95.1K - $110K
|
19.6K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.27K- 2.58% |
$95.5K - $110K
|
47.9K
$4.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.28K- 11.87% |
$96.3K - $111K
|
9.48K
$831K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.29K- 23.19% |
$96.9K - $112K
|
4.26K
$373K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 18.04% |
$97.6K - $112K
|
5.88K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.3K- 3.96% |
$97.8K - $113K
|
31.4K
$2.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.31K- 5.8% |
$98.5K - $113K
|
21.2K
$1.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.32K- 31.6% |
$99.3K - $114K
|
2.85K
$250K
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.34K- 11.65% |
$101K - $117K
|
10.2K
$893K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.34K- 14.9% |
$101K - $117K
|
7.68K
$673K
|
|
|
Nov 14, 2023
Q3 2023
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-1.36K- 0.3% |
$102K - $118K
|
448K
$39.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.36K- 18.6% |
$103K - $118K
|
5.97K
$523K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.38K- 15.39% |
$104K - $120K
|
7.57K
$664K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.38K- 2.09% |
$104K - $120K
|
64.8K
$5.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.38K- 6.42% |
$104K - $120K
|
20.2K
$1.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.43K- 1.67% |
$108K - $124K
|
83.8K
$7.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.44K- 5.57% |
$108K - $125K
|
24.4K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.45K- 8.2% |
$109K - $126K
|
16.2K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.45K- 33.76% |
$110K - $126K
|
2.85K
$250K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.46K- 1.99% |
$110K - $127K
|
71.9K
$6.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.46K- 1.84% |
$110K - $127K
|
78K
$6.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.47K- 23.16% |
$111K - $128K
|
4.88K
$428K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.48K- 50.86% |
$112K - $129K
|
1.43K
$126K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.49K- 3.5% |
$112K - $129K
|
41K
$3.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.5K- 4.34% |
$113K - $130K
|
33.1K
$2.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.51K- 4.08% |
$114K - $132K
|
35.6K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.52K- 68.22% |
$115K - $132K
|
709
$62.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.55K- 2.42% |
$117K - $134K
|
62.5K
$5.48M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.57K- 29.25% |
$118K - $136K
|
3.79K
$333K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.58K- 32.7% |
$119K - $137K
|
3.24K
$284K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.59K- 4.73% |
$120K - $138K
|
31.9K
$2.8M
|