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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-237- 0.48% |
$18.6K - $19.9K
|
49K
$4.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-239- 6.24% |
$18.7K - $20.1K
|
3.59K
$320K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-239- 5.72% |
$18.7K - $20.1K
|
3.94K
$351K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-241- 0.64% |
$18.9K - $20.2K
|
37.6K
$3.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-242- 3.33% |
$19K - $20.3K
|
7.02K
$625K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-246- 1.43% |
$19.3K - $20.7K
|
16.9K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-246- 2.37% |
$19.3K - $20.7K
|
10.1K
$904K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-251- 12.89% |
$19.7K - $21.1K
|
1.7K
$151K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-252- 0.86% |
$19.8K - $21.2K
|
28.9K
$2.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-255- 4.21% |
$20K - $21.4K
|
5.8K
$517K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-260- 1.43% |
$20.4K - $21.8K
|
18K
$1.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-260- 5.18% |
$20.4K - $21.8K
|
4.76K
$424K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-261- 7.57% |
$20.5K - $21.9K
|
3.19K
$284K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-265- 13.83% |
$20.8K - $22.3K
|
1.65K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-275- 1.57% |
$21.6K - $23.1K
|
17.2K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-276- 0.66% |
$21.6K - $23.2K
|
41.8K
$3.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-276- 2.0% |
$21.6K - $23.2K
|
13.5K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-277- 5.32% |
$21.7K - $23.3K
|
4.93K
$439K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-281- 4.23% |
$22K - $23.6K
|
6.37K
$567K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-284- 1.39% |
$22.3K - $23.9K
|
20.1K
$1.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-284- 1.49% |
$22.3K - $23.9K
|
18.8K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-287- 14.34% |
$22.5K - $24.1K
|
1.72K
$153K
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-289- 0.3% |
$22.7K - $24.3K
|
95.4K
$8.5M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-291- 3.15% |
$22.8K - $24.4K
|
8.95K
$797K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-293- 15.85% |
$23K - $24.6K
|
1.56K
$139K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-294- 10.8% |
$23K - $24.7K
|
2.43K
$216K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-295- 22.52% |
$23.1K - $24.8K
|
1.02K
$90.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-301- 6.44% |
$23.6K - $25.3K
|
4.38K
$390K
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-302- 7.67% |
$23.7K - $25.4K
|
3.63K
$324K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-306- 1.4% |
$24K - $25.7K
|
21.6K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-312- 0.79% |
$24.5K - $26.2K
|
39.1K
$3.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-317- 7.96% |
$24.9K - $26.6K
|
3.66K
$326K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-320- 5.79% |
$25.1K - $26.9K
|
5.21K
$464K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-327- 11.57% |
$25.6K - $27.5K
|
2.5K
$223K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-328- 7.85% |
$25.7K - $27.5K
|
3.85K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-329- 1.83% |
$25.8K - $27.6K
|
17.6K
$1.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-334- 0.93% |
$26.2K - $28K
|
35.4K
$3.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-334- 7.74% |
$26.2K - $28K
|
3.98K
$355K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-343- 6.45% |
$26.9K - $28.8K
|
4.97K
$443K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-348- 2.09% |
$27.3K - $29.2K
|
16.3K
$1.46M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-350- 7.15% |
$27.4K - $29.4K
|
4.55K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-350- 10.24% |
$27.4K - $29.4K
|
3.07K
$273K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-352- 6.01% |
$27.6K - $29.6K
|
5.51K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-356- 8.03% |
$27.9K - $29.9K
|
4.08K
$363K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-358- 34.56% |
$28.1K - $30.1K
|
678
$60.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-360- 7.61% |
$28.2K - $30.2K
|
4.37K
$389K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-362- 4.67% |
$28.4K - $30.4K
|
7.39K
$658K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-362- 0.58% |
$28.4K - $30.4K
|
62.3K
$5.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-363- 6.7% |
$28.5K - $30.5K
|
5.06K
$450K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-364- 25.12% |
$28.5K - $30.6K
|
1.09K
$96.7K
|