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 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.85K+ 10.44% |
$668K - $769K
|
93.7K
$8.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
8.68KNew |
$655K - $754K
|
8.68K
$759K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.65K+ 72.45% |
$652K - $751K
|
20.6K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.62KNew |
$651K - $749K
|
8.62K
$754K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.57K+ 0.44% |
$647K - $745K
|
1.95M
$170M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.53K+ 6.98% |
$644K - $741K
|
131K
$11.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.53K+ 1.13% |
$643K - $741K
|
762K
$66.6M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.49KNew |
$640K - $738K
|
8.49K
$743K
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
8.47K+ 8.03% |
$639K - $736K
|
114K
$9.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
8.47KNew |
$639K - $736K
|
8.47K
$741K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
8.34K+ 1.16% |
$629K - $725K
|
730K
$63.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.26K+ 64.97% |
$623K - $718K
|
21K
$1.83M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8.23K+ 69.65% |
$621K - $715K
|
20K
$1.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8.02K+ 5.8% |
$605K - $697K
|
146K
$12.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.02K+ 49.62% |
$605K - $697K
|
24.2K
$2.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
8.01K+ 36.91% |
$605K - $696K
|
29.7K
$2.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
8.01K+ 2.29% |
$604K - $696K
|
357K
$31.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.64K+ 33.82% |
$576K - $664K
|
30.2K
$2.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.53K+ 3.01% |
$568K - $654K
|
257K
$22.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.48K+ 4.07% |
$565K - $650K
|
191K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.43K+ 72.46% |
$560K - $646K
|
17.7K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7.42K+ 39.62% |
$560K - $645K
|
26.1K
$2.29M
|
|
|
Nov 06, 2023
Q3 2023
|
True Wealth Financial Partners
|
BUY
|
- |
7.31K+ 5.73% |
$551K - $635K
|
135K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.26K+ 22.37% |
$547K - $631K
|
39.7K
$3.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7.2K+ 46.56% |
$543K - $626K
|
22.7K
$1.98M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.14K+ 39.36% |
$538K - $620K
|
25.3K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.12KNew |
$537K - $618K
|
7.12K
$622K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.95KNew |
$524K - $604K
|
6.95K
$608K
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.9K+ 4.13% |
$521K - $600K
|
174K
$15.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.83KNew |
$515K - $594K
|
6.83K
$598K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.8K+ 34.62% |
$513K - $591K
|
26.4K
$2.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.78K+ 190.32% |
$512K - $589K
|
10.3K
$905K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.67K+ 5.29% |
$503K - $580K
|
133K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
6.64K+ 5.95% |
$501K - $577K
|
118K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.42K+ 3.36% |
$484K - $557K
|
197K
$17.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6.4K+ 5.07% |
$483K - $556K
|
132K
$11.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.39K+ 18.71% |
$482K - $555K
|
40.5K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.38K+ 18.23% |
$481K - $554K
|
41.4K
$3.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.34K+ 4.7% |
$479K - $551K
|
141K
$12.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.31KNew |
$476K - $548K
|
6.31K
$551K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.3K+ 81.24% |
$475K - $547K
|
14.1K
$1.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.27KNew |
$473K - $545K
|
6.27K
$549K
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.21K+ 3.63% |
$468K - $540K
|
177K
$15.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
6.12K+ 10.21% |
$462K - $532K
|
66.1K
$5.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.11K+ 13.07% |
$461K - $531K
|
52.9K
$4.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.1KNew |
$460K - $530K
|
6.1K
$534K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.08K+ 2.54% |
$458K - $528K
|
245K
$21.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
5.89K+ 4.79% |
$444K - $512K
|
129K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
5.8K+ 0.94% |
$438K - $504K
|
624K
$54.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
5.68K+ 4.65% |
$429K - $494K
|
128K
$11.2M
|