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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 2.01% |
$77.8K - $98K
|
53.5K
$4.78M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.11K- 14.32% |
$78.9K - $99.4K
|
6.64K
$593K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.12K- 12.56% |
$79.7K - $100K
|
7.81K
$698K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.12K- 4.2% |
$79.9K - $101K
|
25.7K
$2.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.16K- 13.05% |
$82.4K - $104K
|
7.73K
$690K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.17K- 2.22% |
$83.2K - $105K
|
51.7K
$4.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.17K- 16.57% |
$83.2K - $105K
|
5.9K
$527K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.17K- 0.72% |
$83.3K - $105K
|
160K
$14.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.18K- 18.36% |
$83.8K - $106K
|
5.24K
$468K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.21K- 22.6% |
$86.2K - $109K
|
4.15K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.22K- 70.93% |
$86.3K - $109K
|
498
$44.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.22K- 5.64% |
$86.3K - $109K
|
20.3K
$1.82M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.22K- 30.7% |
$86.5K - $109K
|
2.75K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.25K- 5.53% |
$88.5K - $111K
|
21.3K
$1.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.25K- 7.22% |
$88.5K - $111K
|
16K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.25K- 72.14% |
$88.7K - $112K
|
482
$43.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.25K- 85.02% |
$88.7K - $112K
|
220
$19.7K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.25K- 1.07% |
$89K - $112K
|
116K
$10.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.26K- 25.17% |
$89.2K - $112K
|
3.73K
$334K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.26K- 14.51% |
$89.5K - $113K
|
7.42K
$663K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.29K- 6.76% |
$91.9K - $116K
|
17.9K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.32K- 18.57% |
$93.8K - $118K
|
5.79K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.37K- 2.96% |
$97.2K - $122K
|
44.9K
$4.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.38K- 4.34% |
$97.7K - $123K
|
30.3K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.38K- 2.79% |
$98.3K - $124K
|
48.3K
$4.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.39K- 27.29% |
$98.5K - $124K
|
3.69K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.39K- 5.03% |
$99K - $125K
|
26.3K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.39K- 2.04% |
$99K - $125K
|
66.9K
$5.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.4K- 21.09% |
$99.2K - $125K
|
5.22K
$467K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 5.0% |
$99.3K - $125K
|
26.6K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.44K- 3.2% |
$102K - $129K
|
43.4K
$3.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.45K- 8.7% |
$103K - $130K
|
15.2K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.45K- 12.39% |
$103K - $130K
|
10.3K
$917K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.47K- 6.03% |
$104K - $132K
|
22.9K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.47K- 26.39% |
$105K - $132K
|
4.11K
$367K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.48K- 17.49% |
$105K - $132K
|
6.96K
$622K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.48K- 2.5% |
$105K - $132K
|
57.7K
$5.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.49K- 17.21% |
$106K - $133K
|
7.15K
$638K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.51K- 7.95% |
$107K - $135K
|
17.5K
$1.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.51K- 1.81% |
$107K - $135K
|
82.1K
$7.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.52K- 45.18% |
$108K - $136K
|
1.84K
$165K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.53K- 7.05% |
$109K - $137K
|
20.1K
$1.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.53K- 8.39% |
$109K - $137K
|
16.7K
$1.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.55K- 2.07% |
$110K - $139K
|
73.4K
$6.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.55K- 6.23% |
$110K - $139K
|
23.4K
$2.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.55K- 4.24% |
$110K - $139K
|
35.1K
$3.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.56K- 8.26% |
$111K - $140K
|
17.3K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.56K- 3.09% |
$111K - $140K
|
49.1K
$4.38M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.57K- 1.47% |
$111K - $140K
|
105K
$9.35M
|
|
|
Jan 08, 2024
Q4 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.6K- 16.33% |
$114K - $143K
|
8.2K
$732K
|