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 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.65K- 4.56% |
$117K - $147K
|
34.4K
$3.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.66K- 4.15% |
$118K - $149K
|
38.4K
$3.45M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.66K- 7.74% |
$118K - $149K
|
19.8K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.67K- 17.13% |
$118K - $149K
|
8.06K
$723K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.68K- 2.27% |
$119K - $150K
|
72.1K
$6.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.7K- 31.64% |
$120K - $152K
|
3.66K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.71K- 95.09% |
$121K - $153K
|
88
$7.89K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.71K- 36.14% |
$121K - $153K
|
3.02K
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.72K- 42.09% |
$122K - $154K
|
2.36K
$212K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.73K- 4.26% |
$123K - $155K
|
38.8K
$3.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.73K- 15.72% |
$123K - $155K
|
9.28K
$833K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.76K- 37.95% |
$125K - $157K
|
2.87K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.76K- 14.6% |
$125K - $158K
|
10.3K
$923K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.76K- 10.34% |
$125K - $158K
|
15.3K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.77K- 6.39% |
$126K - $159K
|
26K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.81K- 10.15% |
$129K - $162K
|
16.1K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.84K- 20.06% |
$131K - $165K
|
7.33K
$657K
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.85K- 2.55% |
$131K - $166K
|
70.7K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.86K- 1.22% |
$132K - $167K
|
151K
$13.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.86K- 17.82% |
$132K - $167K
|
8.6K
$771K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.87K- 90.54% |
$133K - $167K
|
195
$17.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.87K- 8.52% |
$133K - $168K
|
20.1K
$1.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.87K- 10.03% |
$133K - $168K
|
16.8K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.93K- 3.03% |
$137K - $173K
|
61.9K
$5.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.98K- 35.92% |
$140K - $177K
|
3.52K
$316K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-1.98K- 15.69% |
$141K - $178K
|
10.7K
$956K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2K- 40.52% |
$142K - $179K
|
2.94K
$264K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 0.85% |
$142K - $179K
|
233K
$20.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.02K- 1.83% |
$144K - $181K
|
109K
$9.74M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.03K- 10.01% |
$145K - $182K
|
18.3K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.05K- 5.77% |
$146K - $184K
|
33.5K
$3.01M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-2.06K- 68.44% |
$146K - $184K
|
949
$85.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.06K- 7.44% |
$147K - $185K
|
25.7K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.06K- 44.6% |
$147K - $185K
|
2.56K
$230K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.09K- 27.22% |
$148K - $187K
|
5.59K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-2.1K- 19.98% |
$149K - $188K
|
8.41K
$754K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.12K- 3.01% |
$151K - $190K
|
68.5K
$6.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2.17K- 19.51% |
$154K - $194K
|
8.93K
$801K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-2.17K- 10.0% |
$154K - $194K
|
19.5K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2.17K- 35.03% |
$154K - $195K
|
4.03K
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.21K- 44.26% |
$157K - $198K
|
2.78K
$250K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2.22K- 40.59% |
$157K - $198K
|
3.24K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-2.25K- 3.25% |
$160K - $202K
|
67.1K
$6.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.25K- 8.83% |
$160K - $202K
|
23.3K
$2.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.32K- 11.48% |
$165K - $208K
|
17.9K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.34K- 10.43% |
$166K - $210K
|
20.1K
$1.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.34K- 15.57% |
$166K - $210K
|
12.7K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.35K- 5.65% |
$167K - $211K
|
39.3K
$3.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.37K- 47.48% |
$168K - $212K
|
2.62K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.37K- 17.65% |
$169K - $212K
|
11.1K
$993K
|