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 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
246+ 4.09% |
$19.3K - $20.7K
|
6.26K
$556K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
246+ 3.3% |
$19.3K - $20.7K
|
7.71K
$684K
|
|
|
Aug 08, 2023
Q2 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
242+ 0.82% |
$19K - $20.3K
|
29.8K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
239+ 7.47% |
$18.7K - $20.1K
|
3.44K
$305K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
238+ 4.52% |
$18.7K - $20K
|
5.51K
$489K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
237+ 3.21% |
$18.6K - $19.9K
|
7.61K
$675K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
236+ 5.66% |
$18.5K - $19.8K
|
4.4K
$391K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
233+ 0.43% |
$18.3K - $19.6K
|
54.7K
$4.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
229+ 0.78% |
$18K - $19.2K
|
29.7K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
221+ 1.35% |
$17.3K - $18.6K
|
16.6K
$1.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
220+ 7.37% |
$17.2K - $18.5K
|
3.21K
$285K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
216+ 5.28% |
$16.9K - $18.1K
|
4.31K
$382K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
215+ 2.52% |
$16.9K - $18.1K
|
8.73K
$775K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
208+ 1.52% |
$16.3K - $17.5K
|
13.9K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
196+ 4.76% |
$15.4K - $16.5K
|
4.31K
$383K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
196+ 1.01% |
$15.4K - $16.5K
|
19.5K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
190+ 0.68% |
$14.9K - $16K
|
28.1K
$2.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
187+ 2.15% |
$14.7K - $15.7K
|
8.87K
$787K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
187+ 2.1% |
$14.7K - $15.7K
|
9.08K
$805K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
186+ 3.63% |
$14.6K - $15.6K
|
5.32K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
181+ 1.45% |
$14.2K - $15.2K
|
12.6K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
160+ 0.6% |
$12.5K - $13.4K
|
26.8K
$2.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
158+ 2.03% |
$12.4K - $13.3K
|
7.96K
$706K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
158+ 0.2% |
$12.4K - $13.3K
|
81K
$7.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
156+ 5.08% |
$12.2K - $13.1K
|
3.23K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
156+ 0.25% |
$12.2K - $13.1K
|
62.9K
$5.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
155+ 1.25% |
$12.2K - $13K
|
12.6K
$1.12M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
154+ 0.77% |
$12.1K - $12.9K
|
20.2K
$1.79M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
154+ 1.67% |
$12.1K - $12.9K
|
9.37K
$832K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
152+ 96.2% |
$11.9K - $12.8K
|
310
$27.5K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
152+ 524.14% |
$11.9K - $12.8K
|
181
$16.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
148+ 2.97% |
$11.6K - $12.4K
|
5.13K
$455K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
145+ 0.08% |
$11.4K - $12.2K
|
178K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
145+ 4.67% |
$11.4K - $12.2K
|
3.25K
$288K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
144+ 2.41% |
$11.3K - $12.1K
|
6.11K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
140+ 200.0% |
$11K - $11.8K
|
210
$18.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
137+ 0.85% |
$10.7K - $11.5K
|
16.3K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
136+ 3.53% |
$10.7K - $11.4K
|
3.99K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
135+ 9.74% |
$10.6K - $11.3K
|
1.52K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
129+ 1.99% |
$10.1K - $10.8K
|
6.6K
$586K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
128+ 3.86% |
$10K - $10.7K
|
3.45K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
128+ 0.6% |
$10K - $10.7K
|
21.4K
$1.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
125+ 8.5% |
$9.8K - $10.5K
|
1.6K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
125New |
$9.8K - $10.5K
|
125
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
123+ 0.18% |
$9.64K - $10.3K
|
69.9K
$6.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
120+ 19.2% |
$9.41K - $10.1K
|
745
$66.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
116+ 2.05% |
$9.09K - $9.74K
|
5.78K
$513K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
115+ 14.8% |
$9.02K - $9.66K
|
892
$79.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
115+ 3.7% |
$9.02K - $9.66K
|
3.22K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
115+ 1.84% |
$9.02K - $9.66K
|
6.36K
$564K
|