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 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.05K- 62.03% |
$553K - $592K
|
4.32K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-7.13K- 51.03% |
$559K - $599K
|
6.84K
$607K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-7.35K- 53.86% |
$576K - $617K
|
6.29K
$558K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.45K- 3.52% |
$584K - $625K
|
204K
$18.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-7.51K- 1.02% |
$589K - $631K
|
728K
$64.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.67K- 26.6% |
$601K - $644K
|
21.2K
$1.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-7.77K- 29.96% |
$609K - $652K
|
18.2K
$1.61M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.87K- 4.85% |
$617K - $661K
|
154K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.87K- 24.1% |
$617K - $661K
|
24.8K
$2.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.1K- 6.39% |
$635K - $680K
|
119K
$10.5M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-8.13K- 93.04% |
$637K - $682K
|
608
$54K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.43K- 7.81% |
$661K - $708K
|
99.4K
$8.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-8.47K- 14.31% |
$664K - $711K
|
50.7K
$4.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-8.48K- 51.41% |
$665K - $712K
|
8.02K
$712K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.6K- 7.75% |
$674K - $722K
|
102K
$9.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-8.69K- 52.71% |
$681K - $730K
|
7.8K
$692K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-9.02K- 6.28% |
$707K - $758K
|
135K
$11.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-9.09K- 70.06% |
$713K - $764K
|
3.89K
$345K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-9.12K- 60.57% |
$715K - $766K
|
5.94K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-9.33K- 13.28% |
$731K - $783K
|
60.9K
$5.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-9.4K- 20.88% |
$737K - $789K
|
35.6K
$3.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.53K- 10.69% |
$747K - $801K
|
79.6K
$7.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.68K- 25.67% |
$759K - $813K
|
28K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.85K- 22.16% |
$772K - $827K
|
34.6K
$3.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.88K- 41.53% |
$774K - $829K
|
13.9K
$1.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-9.88K- 80.44% |
$774K - $830K
|
2.4K
$213K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.96K- 69.81% |
$781K - $837K
|
4.31K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.3K- 7.91% |
$805K - $862K
|
120K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 0.64% |
$808K - $866K
|
1.59M
$141M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10.3K- 17.41% |
$811K - $869K
|
49.1K
$4.36M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-10.7K- 39.6% |
$842K - $902K
|
16.4K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-10.8K- 23.16% |
$850K - $911K
|
36K
$3.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-11.1K- 29.98% |
$870K - $932K
|
25.9K
$2.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-11.2K- 2.71% |
$879K - $942K
|
402K
$35.7M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-11.3K- 18.83% |
$882K - $945K
|
48.5K
$4.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-11.3K- 6.55% |
$885K - $947K
|
161K
$14.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-11.4K- 34.56% |
$892K - $955K
|
21.5K
$1.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.4K- 9.46% |
$897K - $961K
|
110K
$9.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-11.7K- 6.33% |
$915K - $980K
|
173K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-11.9K- 14.13% |
$931K - $997K
|
72.2K
$6.41M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12.5K- 79.16% |
$982K - $1.05M
|
3.3K
$293K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-12.9K- 19.11% |
$1.01M - $1.09M
|
54.7K
$4.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-13K- 35.18% |
$1.02M - $1.09M
|
23.9K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-13K- 50.78% |
$1.02M - $1.09M
|
12.6K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-13.1K- 62.66% |
$1.02M - $1.1M
|
7.78K
$690K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-13.2K- 21.67% |
$1.03M - $1.11M
|
47.7K
$4.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.7K- 5.42% |
$1.07M - $1.15M
|
239K
$21.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-13.9K- 72.74% |
$1.09M - $1.17M
|
5.21K
$462K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14.4K- 7.29% |
$1.13M - $1.21M
|
183K
$16.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.1K- 11.74% |
$1.19M - $1.27M
|
114K
$10.1M
|