Purchases and Sales Made in Q4 2023 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
66.8KNew |
$4.75M - $5.98M
|
66.8K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
66.7KNew |
$4.74M - $5.97M
|
66.7K
$5.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
66.5K+ 208.09% |
$4.72M - $5.95M
|
98.4K
$8.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
61.7KNew |
$4.39M - $5.53M
|
61.7K
$5.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
61.4KNew |
$4.36M - $5.5M
|
61.4K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
55.3KNew |
$3.93M - $4.95M
|
55.3K
$4.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
54.3K+ 14.22% |
$3.86M - $4.86M
|
436K
$39.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.6K+ 2.65% |
$3.67M - $4.62M
|
2M
$179M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
49.9K+ 67.7% |
$3.55M - $4.47M
|
124K
$11.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
48.2K+ 32.28% |
$3.42M - $4.32M
|
197K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
47.8KNew |
$3.4M - $4.28M
|
47.8K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
47.3K+ 16.42% |
$3.36M - $4.24M
|
335K
$30.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
47K+ 410.51% |
$3.34M - $4.21M
|
58.5K
$5.24M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
44.9KNew |
$3.19M - $4.02M
|
44.9K
$4.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
44.8K+ 751.28% |
$3.18M - $4.01M
|
50.7K
$4.55M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
44.4KNew |
$3.15M - $3.97M
|
44.4K
$3.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
44.2KNew |
$3.14M - $3.96M
|
44.2K
$3.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
41.9K+ 20.48% |
$2.98M - $3.75M
|
246K
$22.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
41.1K+ 35.63% |
$2.92M - $3.68M
|
156K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
41K+ 7.32% |
$2.91M - $3.67M
|
601K
$53.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
40.6K+ 501.22% |
$2.89M - $3.64M
|
48.7K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.3K+ 9.94% |
$2.86M - $3.61M
|
446K
$40M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
39.8KNew |
$2.83M - $3.57M
|
39.8K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
39KNew |
$2.77M - $3.49M
|
39K
$3.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
38.6K+ 4.9% |
$2.74M - $3.46M
|
827K
$74.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
38.6KNew |
$2.74M - $3.45M
|
38.6K
$3.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
38.3KNew |
$2.72M - $3.43M
|
38.3K
$3.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.3K+ 14.51% |
$2.65M - $3.34M
|
295K
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
36.1K+ 83.84% |
$2.56M - $3.23M
|
79.1K
$7.09M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
35.9KNew |
$2.55M - $3.22M
|
35.9K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.9K+ 86.83% |
$2.55M - $3.22M
|
77.3K
$6.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
35.8K+ 3.25% |
$2.54M - $3.2M
|
1.14M
$102M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
34.8KNew |
$2.47M - $3.12M
|
34.8K
$3.12M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
32.9KNew |
$2.33M - $2.94M
|
32.9K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
32.8KNew |
$2.33M - $2.94M
|
32.8K
$2.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
32.4K+ 4575.46% |
$2.3M - $2.9M
|
33.1K
$2.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
32.3KNew |
$2.3M - $2.9M
|
32.3K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
31.3KNew |
$2.23M - $2.8M
|
31.3K
$2.81M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
31.2KNew |
$2.22M - $2.79M
|
31.2K
$2.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
30.9KNew |
$2.2M - $2.77M
|
30.9K
$2.77M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
30.6KNew |
$2.18M - $2.74M
|
30.6K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
30.3KNew |
$2.15M - $2.71M
|
30.3K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
29.2KNew |
$2.08M - $2.62M
|
29.2K
$2.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
28.5K+ 70.84% |
$2.03M - $2.55M
|
68.8K
$6.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
28.5K+ 13.31% |
$2.03M - $2.55M
|
243K
$21.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
27.6K+ 135.97% |
$1.96M - $2.47M
|
47.9K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.3K+ 1.92% |
$1.94M - $2.44M
|
1.45M
$130M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
26.9K+ 4.91% |
$1.91M - $2.41M
|
574K
$51.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
26.6KNew |
$1.89M - $2.38M
|
26.6K
$2.39M
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
26.5KNew |
$1.89M - $2.38M
|
26.5K
$2.38M
|