Purchases and Sales Made in Q2 2023 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
442+ 3.93% |
$34.7K - $37.1K
|
11.7K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
435New |
$34.1K - $36.5K
|
435
$38.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
431+ 4.22% |
$33.8K - $36.2K
|
10.6K
$945K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
428+ 1.25% |
$33.6K - $35.9K
|
34.6K
$3.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
416+ 9.45% |
$32.6K - $34.9K
|
4.82K
$427K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
414+ 4.72% |
$32.5K - $34.8K
|
9.19K
$815K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
410+ 10.74% |
$32.1K - $34.4K
|
4.23K
$375K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
408New |
$32K - $34.3K
|
408
$36.2K
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
406+ 9.85% |
$31.8K - $34.1K
|
4.53K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
403+ 0.89% |
$31.6K - $33.8K
|
45.9K
$4.08M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
401+ 0.52% |
$31.4K - $33.7K
|
78.1K
$6.93M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
400+ 4.7% |
$31.4K - $33.6K
|
8.91K
$791K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
400+ 3.16% |
$31.4K - $33.6K
|
13.1K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
390+ 5.16% |
$30.6K - $32.8K
|
7.95K
$705K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
371+ 2.75% |
$29.1K - $31.2K
|
13.9K
$1.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
368+ 7.97% |
$28.9K - $30.9K
|
4.98K
$442K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
362+ 4.09% |
$28.4K - $30.4K
|
9.21K
$817K
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
352+ 7.35% |
$27.6K - $29.6K
|
5.14K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
349+ 9.25% |
$27.4K - $29.3K
|
4.12K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
348+ 10.65% |
$27.3K - $29.2K
|
3.62K
$321K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
347+ 6.3% |
$27.2K - $29.1K
|
5.86K
$520K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
345+ 6.52% |
$27K - $29K
|
5.64K
$501K
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
343+ 2.18% |
$26.9K - $28.8K
|
16.1K
$1.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
333+ 0.53% |
$26.1K - $28K
|
62.8K
$5.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
333+ 5.58% |
$26.1K - $28K
|
6.3K
$559K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
331+ 1.28% |
$26K - $27.8K
|
26.2K
$2.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
330+ 7.08% |
$25.9K - $27.7K
|
4.99K
$443K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
329+ 0.84% |
$25.8K - $27.6K
|
39.7K
$3.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
328+ 6.29% |
$25.7K - $27.5K
|
5.54K
$492K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
303+ 8.55% |
$23.8K - $25.4K
|
3.85K
$341K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
300New |
$23.5K - $25.2K
|
300
$26.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
300+ 2.29% |
$23.5K - $25.2K
|
13.4K
$1.19M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
296+ 7.33% |
$23.2K - $24.9K
|
4.33K
$385K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
296+ 9.63% |
$23.2K - $24.9K
|
3.37K
$299K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
295+ 1.42% |
$23.1K - $24.8K
|
21K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
294+ 3.3% |
$23K - $24.7K
|
9.2K
$816K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
292New |
$22.9K - $24.5K
|
292
$25.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
292+ 6.88% |
$22.9K - $24.5K
|
4.54K
$403K
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
292+ 2.43% |
$22.9K - $24.5K
|
12.3K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
290+ 0.9% |
$22.7K - $24.4K
|
32.4K
$2.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
274+ 559.18% |
$21.5K - $23K
|
323
$28.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
264+ 8.95% |
$20.7K - $22.2K
|
3.22K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
261+ 12.69% |
$20.5K - $21.9K
|
2.32K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
261+ 2.34% |
$20.5K - $21.9K
|
11.4K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
260+ 2.96% |
$20.4K - $21.8K
|
9.03K
$801K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
259+ 0.42% |
$20.3K - $21.8K
|
62.6K
$5.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
258+ 10.25% |
$20.2K - $21.7K
|
2.78K
$246K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
256+ 2.42% |
$20.1K - $21.5K
|
10.9K
$963K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
255+ 1.53% |
$20K - $21.4K
|
16.9K
$1.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
250+ 0.68% |
$19.6K - $21K
|
36.8K
$3.27M
|