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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.59K- 7.53% |
$124K - $133K
|
19.5K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-1.61K- 7.57% |
$126K - $135K
|
19.6K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.61K- 3.6% |
$126K - $135K
|
43K
$3.82M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.64K- 9.71% |
$128K - $137K
|
15.2K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.67K- 3.64% |
$131K - $140K
|
44.1K
$3.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.67K- 15.61% |
$131K - $140K
|
9.02K
$801K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.67K- 56.51% |
$131K - $140K
|
1.29K
$114K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.68K- 30.32% |
$131K - $141K
|
3.85K
$342K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 18.7% |
$134K - $143K
|
7.42K
$658K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.71K- 7.89% |
$134K - $144K
|
20K
$1.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.71K- 10.24% |
$134K - $144K
|
15K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.72K- 8.7% |
$135K - $145K
|
18.1K
$1.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.73K- 10.24% |
$136K - $146K
|
15.2K
$1.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.77K- 4.74% |
$138K - $148K
|
35.5K
$3.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.77K- 34.26% |
$139K - $149K
|
3.4K
$302K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.8K- 12.06% |
$141K - $151K
|
13.1K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.8K- 4.01% |
$141K - $151K
|
43K
$3.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 14.92% |
$141K - $151K
|
10.3K
$910K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.81K- 23.03% |
$142K - $152K
|
6.05K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.82K- 32.03% |
$142K - $153K
|
3.85K
$342K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.82K- 7.28% |
$143K - $153K
|
23.2K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.83K- 3.2% |
$143K - $154K
|
55.4K
$4.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.83K- 32.41% |
$144K - $154K
|
3.82K
$339K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.85K- 4.6% |
$145K - $155K
|
38.3K
$3.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.85K- 13.85% |
$145K - $155K
|
11.5K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.86K- 18.74% |
$146K - $156K
|
8.07K
$716K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.86K- 7.51% |
$146K - $156K
|
22.9K
$2.04M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.87K- 29.85% |
$147K - $157K
|
4.41K
$391K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.88K- 2.57% |
$147K - $158K
|
71.2K
$6.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-1.89K- 27.71% |
$148K - $159K
|
4.94K
$438K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-1.9K- 1.76% |
$149K - $160K
|
106K
$9.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.9K- 15.02% |
$149K - $160K
|
10.8K
$954K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.92K- 20.9% |
$150K - $161K
|
7.26K
$644K
|
|
|
Jul 19, 2023
Q2 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1.93K- 0.6% |
$151K - $162K
|
322K
$28.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.94K- 10.72% |
$152K - $163K
|
16.2K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.95K- 5.7% |
$153K - $164K
|
32.2K
$2.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.95K- 24.93% |
$153K - $164K
|
5.87K
$521K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.98K- 14.92% |
$155K - $166K
|
11.3K
$1M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.01K- 11.23% |
$157K - $169K
|
15.9K
$1.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.04K- 5.58% |
$160K - $171K
|
34.5K
$3.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-2.04K- 8.74% |
$160K - $171K
|
21.3K
$1.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.04K- 2.0% |
$160K - $171K
|
100K
$8.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.06K- 3.84% |
$161K - $173K
|
51.5K
$4.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.08K- 2.65% |
$163K - $175K
|
76.2K
$6.77M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-2.1K- 1.86% |
$165K - $176K
|
111K
$9.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.12K- 20.86% |
$166K - $178K
|
8.06K
$715K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.17K- 9.41% |
$170K - $182K
|
20.8K
$1.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.23K- 23.09% |
$174K - $187K
|
7.41K
$658K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.23K- 47.72% |
$175K - $187K
|
2.44K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.23K- 3.06% |
$175K - $187K
|
70.7K
$6.28M
|