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 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.42K+ 12.92% |
$243K - $306K
|
29.9K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.41K+ 75.79% |
$242K - $305K
|
7.9K
$758K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.39K+ 35.77% |
$241K - $304K
|
12.9K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.35K+ 113.56% |
$238K - $300K
|
6.3K
$604K
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.34KNew |
$237K - $299K
|
3.34K
$320K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.33KNew |
$237K - $298K
|
3.33K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.32K+ 34.73% |
$236K - $297K
|
12.9K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.31K+ 1.01% |
$235K - $296K
|
329K
$31.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.29K+ 123.55% |
$234K - $294K
|
5.95K
$571K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
3.27K+ 94.43% |
$233K - $293K
|
6.74K
$647K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
3.25KNew |
$231K - $291K
|
3.25K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.21K+ 105.45% |
$228K - $288K
|
6.26K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.2KNew |
$228K - $287K
|
3.2K
$307K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
3.16KNew |
$224K - $282K
|
3.16K
$303K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.15K+ 10.6% |
$224K - $282K
|
32.9K
$3.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
3.14K+ 102.25% |
$223K - $281K
|
6.21K
$596K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.13KNew |
$222K - $280K
|
3.13K
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.13KNew |
$222K - $280K
|
3.13K
$300K
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
3.09KNew |
$220K - $277K
|
3.09K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.06KNew |
$218K - $274K
|
3.06K
$294K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.05KNew |
$216K - $273K
|
3.05K
$292K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.04K+ 4.4% |
$216K - $272K
|
72.1K
$6.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
3.03K+ 1.43% |
$215K - $271K
|
215K
$20.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.03KNew |
$215K - $271K
|
3.03K
$290K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.94K+ 5.19% |
$209K - $263K
|
59.6K
$5.72M
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.91KNew |
$207K - $260K
|
2.91K
$279K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
2.9K+ 28.5% |
$206K - $260K
|
13.1K
$1.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.89KNew |
$205K - $259K
|
2.89K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.87K+ 75.07% |
$204K - $257K
|
6.69K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.87KNew |
$204K - $257K
|
2.87K
$275K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.86K+ 3.64% |
$203K - $256K
|
81.5K
$7.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.85K+ 50.73% |
$202K - $255K
|
8.46K
$812K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.84KNew |
$202K - $254K
|
2.84K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.84K+ 2.36% |
$202K - $254K
|
123K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.82KNew |
$201K - $253K
|
2.82K
$271K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.8K+ 4.57% |
$199K - $251K
|
64.1K
$6.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.78KNew |
$197K - $249K
|
2.78K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.76K+ 40.99% |
$196K - $247K
|
9.5K
$911K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
2.76K+ 8.12% |
$196K - $247K
|
36.7K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.76K+ 0.08% |
$196K - $247K
|
3.48M
$334M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
2.75KNew |
$196K - $247K
|
2.75K
$264K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.75K+ 2.33% |
$196K - $246K
|
121K
$11.6M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.74KNew |
$195K - $245K
|
2.74K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.72KNew |
$193K - $244K
|
2.72K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.7KNew |
$192K - $242K
|
2.7K
$259K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.69K+ 5.14% |
$191K - $241K
|
54.9K
$5.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
2.68KNew |
$190K - $240K
|
2.68K
$257K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.68K+ 1.51% |
$190K - $240K
|
180K
$17.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.68KNew |
$190K - $240K
|
2.68K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.68KNew |
$190K - $240K
|
2.68K
$257K
|