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 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
18.7K+ 11.66% |
$1.41M - $1.63M
|
179K
$15.7M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
17.9K+ 40.06% |
$1.35M - $1.55M
|
62.5K
$5.46M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.3K+ 115.24% |
$1.3M - $1.5M
|
32.3K
$2.82M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17KNew |
$1.29M - $1.48M
|
17K
$1.49M
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
16.9K+ 434.88% |
$1.27M - $1.47M
|
20.8K
$1.82M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.5K+ 16.62% |
$1.25M - $1.44M
|
116K
$10.1M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15.9K+ 139.66% |
$1.2M - $1.38M
|
27.3K
$2.39M
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
14.9K+ 23.36% |
$1.12M - $1.3M
|
78.7K
$6.89M
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14.7K+ 47.59% |
$1.11M - $1.27M
|
45.5K
$3.98M
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
14.3K+ 49.95% |
$1.08M - $1.25M
|
43K
$3.76M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.6K+ 15.54% |
$1.03M - $1.18M
|
101K
$8.86M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.5K+ 16.92% |
$1.02M - $1.17M
|
93.1K
$8.14M
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
13.4K+ 12.11% |
$1.01M - $1.16M
|
124K
$10.8M
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
13.4K+ 7.17% |
$1.01M - $1.16M
|
200K
$17.5M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13.2K+ 6287.14% |
$996K - $1.15M
|
13.4K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
13K+ 9.08% |
$981K - $1.13M
|
156K
$13.7M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
12.9K+ 1.77% |
$974K - $1.12M
|
741K
$64.8M
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
BUY
|
- |
12.9K+ 157.89% |
$972K - $1.12M
|
21K
$1.84M
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
12.8K+ 4.35% |
$965K - $1.11M
|
307K
$26.8M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12.7K+ 65.93% |
$957K - $1.1M
|
31.9K
$2.79M
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
12.7K+ 6.38% |
$957K - $1.1M
|
212K
$18.5M
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
12.5KNew |
$940K - $1.08M
|
12.5K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.4K+ 24.17% |
$937K - $1.08M
|
63.8K
$5.58M
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
12.4K+ 5.66% |
$935K - $1.08M
|
231K
$20.2M
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
12K+ 11.26% |
$904K - $1.04M
|
118K
$10.3M
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
11.9K+ 56.64% |
$900K - $1.04M
|
33K
$2.88M
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
11.9K+ 75.15% |
$896K - $1.03M
|
27.7K
$2.42M
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
11.8K+ 12.41% |
$893K - $1.03M
|
107K
$9.38M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
11.7K+ 158.87% |
$884K - $1.02M
|
19.1K
$1.67M
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
11.7K+ 16.33% |
$880K - $1.01M
|
83K
$7.26M
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11.6KNew |
$878K - $1.01M
|
11.6K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11.5K+ 11.23% |
$868K - $999K
|
114K
$9.96M
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11.5K+ 11.23% |
$868K - $999K
|
114K
$9.96M
|
|
Aug 13, 2024
Q3 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
11.5KNew |
$866K - $997K
|
11.5K
$1M
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
11.3K+ 2.21% |
$854K - $984K
|
523K
$45.7M
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
11KNew |
$832K - $958K
|
11K
$964K
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10.7K+ 0.98% |
$808K - $931K
|
1.1M
$96.3M
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
10.7K+ 5.08% |
$806K - $928K
|
221K
$19.3M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
10.5K+ 17.44% |
$791K - $911K
|
70.6K
$6.18M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.4K+ 4.35% |
$782K - $901K
|
249K
$21.8M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10.2K+ 13.61% |
$773K - $890K
|
85.5K
$7.48M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
10.2K+ 110.86% |
$769K - $886K
|
19.4K
$1.7M
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
9.84K+ 7.5% |
$743K - $855K
|
141K
$12.3M
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
9.8K+ 6.12% |
$739K - $852K
|
170K
$14.9M
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
9.66K+ 17.43% |
$728K - $839K
|
65.1K
$5.69M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.66K+ 6.99% |
$728K - $839K
|
148K
$12.9M
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.2K+ 6.91% |
$694K - $799K
|
142K
$12.5M
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.2K+ 6.91% |
$694K - $799K
|
142K
$12.5M
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
9.2K+ 30.88% |
$694K - $799K
|
39K
$3.41M
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.91K+ 14.81% |
$672K - $775K
|
69.1K
$6.04M
|