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 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.21K+ 44.09% |
$167K - $192K
|
7.24K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.21K+ 11.22% |
$166K - $192K
|
21.9K
$1.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.18K+ 3.18% |
$164K - $189K
|
70.5K
$6.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
2.18K+ 53.96% |
$164K - $189K
|
6.21K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.17K+ 13.89% |
$163K - $188K
|
17.8K
$1.55M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
2.16K+ 1.26% |
$163K - $187K
|
173K
$15.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 6.42% |
$161K - $185K
|
35.4K
$3.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.12K+ 27.85% |
$160K - $184K
|
9.73K
$851K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.07K+ 23.03% |
$156K - $180K
|
11.1K
$969K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
2.07K+ 4.69% |
$156K - $180K
|
46.3K
$4.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.01K+ 4.22% |
$152K - $175K
|
49.7K
$4.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.01K+ 4.99% |
$152K - $175K
|
42.3K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.98K+ 4.15% |
$149K - $172K
|
49.6K
$4.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.97K+ 11.19% |
$149K - $171K
|
19.6K
$1.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.95K+ 38.9% |
$147K - $169K
|
6.95K
$607K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.92K+ 1.67% |
$145K - $167K
|
117K
$10.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.91K+ 1.74% |
$144K - $166K
|
112K
$9.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.9KNew |
$144K - $165K
|
1.9K
$167K
|
|
|
Nov 08, 2023
Q3 2023
|
Fairfield University
|
BUY
|
- |
1.86K+ 0.96% |
$140K - $162K
|
195K
$17.1M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.83K+ 5.08% |
$138K - $159K
|
37.8K
$3.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.8K+ 9.03% |
$135K - $156K
|
21.7K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.79K+ 3.67% |
$135K - $156K
|
50.7K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.79K+ 5.26% |
$135K - $156K
|
35.8K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.78K+ 9.24% |
$134K - $155K
|
21K
$1.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.76K+ 10.8% |
$133K - $153K
|
18.1K
$1.58M
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.76K+ 10.73% |
$133K - $153K
|
18.1K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 3.2% |
$132K - $153K
|
56.6K
$4.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.75K+ 3.18% |
$132K - $152K
|
56.7K
$4.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.73K+ 5.87% |
$131K - $150K
|
31.2K
$2.73M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.72K+ 5.32% |
$129K - $149K
|
33.9K
$2.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.7KNew |
$128K - $148K
|
1.7K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.67K+ 25.12% |
$126K - $145K
|
8.31K
$727K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.64K+ 10.42% |
$124K - $142K
|
17.4K
$1.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.61K+ 1.65% |
$122K - $140K
|
99.2K
$8.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.6K+ 5.9% |
$121K - $139K
|
28.8K
$2.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 0.94% |
$121K - $139K
|
172K
$15M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.58K+ 2.53% |
$119K - $137K
|
63.8K
$5.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.58K+ 3.11% |
$119K - $137K
|
52.3K
$4.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.57K+ 21.84% |
$118K - $136K
|
8.75K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.54K+ 2.6% |
$116K - $134K
|
60.9K
$5.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
1.53K+ 2.79% |
$115K - $133K
|
56.3K
$4.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.52K+ 0.47% |
$115K - $132K
|
323K
$28.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.51K+ 11.27% |
$114K - $131K
|
14.9K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.51K+ 4.09% |
$114K - $131K
|
38.4K
$3.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.51K+ 8.91% |
$114K - $131K
|
18.4K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.5K+ 16.67% |
$113K - $131K
|
10.5K
$919K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 2.37% |
$112K - $129K
|
64.3K
$5.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.47K+ 2.65% |
$111K - $128K
|
57.1K
$4.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.46K+ 2.35% |
$110K - $127K
|
63.8K
$5.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.44K+ 8.16% |
$108K - $125K
|
19K
$1.66M
|