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
|
Blossom Wealth Management
|
BUY
|
- |
114+ 4.46% |
$8.94K - $9.57K
|
2.67K
$237K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
113+ 0.58% |
$8.86K - $9.49K
|
19.7K
$1.75M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112+ 1600.0% |
$8.78K - $9.41K
|
119
$10.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
109+ 5.87% |
$8.55K - $9.15K
|
1.97K
$174K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
106+ 1.65% |
$8.31K - $8.9K
|
6.54K
$581K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
104+ 0.86% |
$8.15K - $8.73K
|
12.2K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
102+ 0.22% |
$8K - $8.57K
|
46.7K
$4.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
100New |
$7.84K - $8.4K
|
100
$8.88K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
90+ 1.1% |
$7.06K - $7.56K
|
8.26K
$733K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
89+ 2.65% |
$6.98K - $7.47K
|
3.45K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
84+ 0.38% |
$6.59K - $7.05K
|
21.9K
$1.95M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
84+ 0.38% |
$6.59K - $7.05K
|
21.9K
$1.95M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
83New |
$6.51K - $6.97K
|
83
$7.37K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
82+ 0.42% |
$6.43K - $6.89K
|
19.6K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
BUY
|
- |
81+ 0.28% |
$6.35K - $6.8K
|
28.9K
$2.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
80+ 0.18% |
$6.27K - $6.72K
|
44.2K
$3.92M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80+ 40.0% |
$6.27K - $6.72K
|
280
$24.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
77+ 0.98% |
$6.04K - $6.47K
|
7.91K
$702K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
76+ 0.4% |
$5.96K - $6.38K
|
19.2K
$1.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
75+ 0.24% |
$5.88K - $6.3K
|
31.6K
$2.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
74+ 1.31% |
$5.8K - $6.21K
|
5.72K
$507K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
73New |
$5.72K - $6.13K
|
73
$6.48K
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
70+ 0.54% |
$5.49K - $5.88K
|
12.9K
$1.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
65+ 1.37% |
$5.1K - $5.46K
|
4.81K
$427K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65+ 38.46% |
$5.1K - $5.46K
|
234
$20.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
64+ 0.3% |
$5.02K - $5.37K
|
21.1K
$1.87M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
61+ 1.5% |
$4.78K - $5.12K
|
4.12K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
57New |
$4.47K - $4.79K
|
57
$5.06K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
52+ 200.0% |
$4.08K - $4.37K
|
78
$6.92K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
51+ 8.29% |
$4K - $4.28K
|
666
$59.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
50+ 1.32% |
$3.92K - $4.2K
|
3.84K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
50+ 0.2% |
$3.92K - $4.2K
|
25.4K
$2.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
48+ 2.97% |
$3.76K - $4.03K
|
1.66K
$148K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
48+ 0.62% |
$3.76K - $4.03K
|
7.81K
$693K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
48+ 27.27% |
$3.76K - $4.03K
|
224
$19.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
46+ 0.85% |
$3.61K - $3.86K
|
5.45K
$484K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
46+ 1.18% |
$3.61K - $3.86K
|
3.96K
$351K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
44+ 0.48% |
$3.45K - $3.7K
|
9.3K
$825K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 0.76% |
$3.29K - $3.53K
|
5.56K
$493K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
42+ 105.0% |
$3.29K - $3.53K
|
82
$7.28K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
42+ 0.36% |
$3.29K - $3.53K
|
11.7K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
42+ 1.64% |
$3.29K - $3.53K
|
2.6K
$230K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
39+ 84.78% |
$3.06K - $3.28K
|
85
$7.54K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
37+ 0.75% |
$2.9K - $3.11K
|
4.98K
$442K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
37+ 2.71% |
$2.9K - $3.11K
|
1.4K
$125K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36+ 0.01% |
$2.82K - $3.02K
|
248K
$22M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
34+ 0.39% |
$2.67K - $2.86K
|
8.7K
$772K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32+ 3.42% |
$2.51K - $2.69K
|
969
$86K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31+ 0.35% |
$2.43K - $2.6K
|
8.78K
$780K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 2.38% |
$2.35K - $2.52K
|
1.29K
$114K
|