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 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-566- 8.6% |
$44.4K - $47.5K
|
6.02K
$534K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-570- 99.82% |
$44.7K - $47.9K
|
1
$88.8
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-570- 6.39% |
$44.7K - $47.9K
|
8.35K
$741K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-571- 7.87% |
$44.8K - $48K
|
6.69K
$593K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-572- 18.43% |
$44.8K - $48K
|
2.53K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-583- 6.15% |
$45.7K - $49K
|
8.9K
$790K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-588- 12.75% |
$46.1K - $49.4K
|
4.02K
$357K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-595- 17.86% |
$46.6K - $50K
|
2.74K
$243K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-597- 17.57% |
$46.8K - $50.1K
|
2.8K
$249K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-605- 48.4% |
$47.4K - $50.8K
|
645
$57.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-610- 10.07% |
$47.8K - $51.2K
|
5.45K
$484K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-614- 79.23% |
$48.1K - $51.6K
|
161
$14.3K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-625- 20.59% |
$49K - $52.5K
|
2.41K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-627- 3.17% |
$49.2K - $52.7K
|
19.1K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-639- 7.9% |
$50.1K - $53.7K
|
7.45K
$661K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-663- 13.57% |
$52K - $55.7K
|
4.22K
$375K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-670- 0.78% |
$52.5K - $56.3K
|
85.5K
$7.59M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-678- 3.4% |
$53.2K - $56.9K
|
19.3K
$1.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-680- 5.38% |
$53.3K - $57.1K
|
12K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-683- 5.74% |
$53.5K - $57.4K
|
11.2K
$996K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-695- 17.03% |
$54.5K - $58.4K
|
3.39K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-698- 3.63% |
$54.7K - $58.6K
|
18.6K
$1.65M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-700- 16.97% |
$54.9K - $58.8K
|
3.43K
$304K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-705- 5.85% |
$55.3K - $59.2K
|
11.3K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-708- 3.04% |
$55.5K - $59.5K
|
22.6K
$2M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-717- 5.75% |
$56.2K - $60.2K
|
11.8K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-718- 3.27% |
$56.3K - $60.3K
|
21.2K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-720- 4.64% |
$56.4K - $60.5K
|
14.8K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-725- 11.91% |
$56.8K - $60.9K
|
5.36K
$476K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-729- 1.69% |
$57.2K - $61.2K
|
42.5K
$3.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-738- 9.09% |
$57.9K - $62K
|
7.38K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-741- 6.42% |
$58.1K - $62.2K
|
10.8K
$959K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-747- 8.05% |
$58.6K - $62.7K
|
8.53K
$757K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-750- 4.09% |
$58.8K - $63K
|
17.6K
$1.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-761- 3.77% |
$59.7K - $63.9K
|
19.4K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-765- 1.76% |
$60K - $64.2K
|
42.7K
$3.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-772- 4.26% |
$60.5K - $64.8K
|
17.3K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-774- 12.52% |
$60.7K - $65K
|
5.41K
$480K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-775- 19.68% |
$60.8K - $65.1K
|
3.16K
$281K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-775- 17.49% |
$60.8K - $65.1K
|
3.66K
$324K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-777- 10.66% |
$60.9K - $65.3K
|
6.51K
$578K
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-778- 1.24% |
$61K - $65.3K
|
62.2K
$5.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-779- 20.71% |
$61.1K - $65.4K
|
2.98K
$265K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-786- 18.49% |
$61.6K - $66K
|
3.47K
$308K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-789- 11.59% |
$61.9K - $66.3K
|
6.02K
$534K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-791- 18.17% |
$62K - $66.4K
|
3.56K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-795- 1.55% |
$62.3K - $66.8K
|
50.4K
$4.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-796- 12.82% |
$62.4K - $66.8K
|
5.41K
$480K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-800- 18.47% |
$62.7K - $67.2K
|
3.53K
$313K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-809- 1.62% |
$63.4K - $67.9K
|
49.1K
$4.36M
|