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 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
2.68KNew |
$190K - $240K
|
2.68K
$240K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.68K+ 1.51% |
$190K - $240K
|
180K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.68KNew |
$190K - $240K
|
2.68K
$240K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.68KNew |
$190K - $240K
|
2.68K
$240K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.65KNew |
$188K - $237K
|
2.65K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.63KNew |
$187K - $236K
|
2.63K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.63KNew |
$187K - $235K
|
2.63K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.62KNew |
$186K - $235K
|
2.62K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.62KNew |
$186K - $234K
|
2.62K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.6KNew |
$185K - $233K
|
2.6K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.6KNew |
$185K - $233K
|
2.6K
$233K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.6K+ 4.58% |
$184K - $232K
|
59.2K
$5.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$184K - $232K
|
2.59K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.59K+ 7.84% |
$184K - $232K
|
35.6K
$3.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.58KNew |
$183K - $231K
|
2.58K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.57K+ 3.3% |
$183K - $230K
|
80.5K
$7.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$183K - $230K
|
2.57K
$231K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.57KNew |
$182K - $230K
|
2.57K
$230K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
2.57K+ 18.97% |
$182K - $230K
|
16.1K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.56KNew |
$182K - $229K
|
2.56K
$230K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.56KNew |
$182K - $229K
|
2.56K
$229K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
2.54K+ 0.47% |
$180K - $227K
|
541K
$48.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.51KNew |
$179K - $225K
|
2.51K
$225K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
2.5KNew |
$178K - $224K
|
2.5K
$224K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.5KNew |
$178K - $224K
|
2.5K
$224K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.48KNew |
$176K - $222K
|
2.48K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.46KNew |
$175K - $220K
|
2.46K
$221K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.44KNew |
$173K - $218K
|
2.44K
$219K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.44K+ 23.37% |
$173K - $218K
|
12.9K
$1.15M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.43K+ 2.38% |
$172K - $217K
|
104K
$9.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
2.42KNew |
$172K - $217K
|
2.42K
$217K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.42KNew |
$172K - $216K
|
2.42K
$217K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.42KNew |
$172K - $216K
|
2.42K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Fairfield University
|
BUY
|
- |
2.41K+ 1.24% |
$172K - $216K
|
198K
$17.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.39KNew |
$170K - $214K
|
2.39K
$214K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.39KNew |
$170K - $214K
|
2.39K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$169K - $213K
|
2.38K
$214K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.38K+ 41.14% |
$169K - $213K
|
8.15K
$731K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.37KNew |
$168K - $212K
|
2.37K
$212K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.36K+ 45.88% |
$168K - $211K
|
7.5K
$673K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.36K+ 9.02% |
$168K - $211K
|
28.5K
$2.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.35KNew |
$167K - $211K
|
2.35K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.35K+ 6.55% |
$167K - $210K
|
38.2K
$3.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.34KNew |
$166K - $209K
|
2.34K
$210K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.31K+ 70.35% |
$164K - $207K
|
5.6K
$502K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.31KNew |
$164K - $207K
|
2.31K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.31KNew |
$164K - $207K
|
2.31K
$207K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$163K - $206K
|
2.3K
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.3KNew |
$163K - $206K
|
2.3K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.3K+ 21.17% |
$163K - $205K
|
13.1K
$1.18M
|