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 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15.5K- 73.89% |
$1.21M - $1.3M
|
5.47K
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.8K- 85.62% |
$1.24M - $1.32M
|
2.65K
$235K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.4K- 21.24% |
$1.28M - $1.38M
|
60.7K
$5.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17K- 18.62% |
$1.33M - $1.43M
|
74.4K
$6.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-17.1K- 7.15% |
$1.34M - $1.43M
|
222K
$19.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.5K- 6.55% |
$1.37M - $1.47M
|
250K
$22.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-18K- 0.95% |
$1.41M - $1.51M
|
1.89M
$168M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18.3K- 12.55% |
$1.44M - $1.54M
|
128K
$11.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.8K- 4.45% |
$1.48M - $1.58M
|
405K
$35.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.9K- 5.07% |
$1.48M - $1.59M
|
354K
$31.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-18.9K- 30.73% |
$1.48M - $1.59M
|
42.7K
$3.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-19.2K- 30.11% |
$1.51M - $1.61M
|
44.6K
$3.96M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-19.2K- 30.11% |
$1.51M - $1.61M
|
44.6K
$3.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.3K- 0.98% |
$1.51M - $1.62M
|
1.94M
$172M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-19.4K- 26.84% |
$1.52M - $1.63M
|
52.9K
$4.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-19.8K- 43.48% |
$1.56M - $1.67M
|
25.8K
$2.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-20.1K- 17.79% |
$1.57M - $1.68M
|
92.7K
$8.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20.4K- 10.01% |
$1.6M - $1.71M
|
184K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21.2K- 0.61% |
$1.66M - $1.78M
|
3.45M
$307M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-21.3K- 25.5% |
$1.67M - $1.79M
|
62.2K
$5.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.3K- 65.81% |
$1.67M - $1.79M
|
11.1K
$984K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-21.4K- 40.16% |
$1.68M - $1.8M
|
31.9K
$2.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-21.7K- 24.76% |
$1.7M - $1.82M
|
66K
$5.85M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22K- 1.91% |
$1.72M - $1.84M
|
1.13M
$99.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-22K- 16.47% |
$1.72M - $1.84M
|
111K
$9.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-22.3K- 35.14% |
$1.75M - $1.87M
|
41.1K
$3.65M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.5K- 2.21% |
$1.76M - $1.89M
|
997K
$88.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-23.5K- 27.96% |
$1.84M - $1.97M
|
60.6K
$5.38M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-24K- 7.24% |
$1.88M - $2.02M
|
308K
$27.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-25.9K- 22.45% |
$2.03M - $2.18M
|
89.5K
$7.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-29.6K- 84.02% |
$2.32M - $2.49M
|
5.64K
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31K- 13.98% |
$2.43M - $2.6M
|
191K
$16.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-31.2K- 9.65% |
$2.44M - $2.62M
|
292K
$25.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-31.8K- 91.41% |
$2.49M - $2.67M
|
2.99K
$265K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-31.8K- 88.8% |
$2.49M - $2.67M
|
4.01K
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-31.9K- 9.79% |
$2.5M - $2.68M
|
294K
$26.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-32K- 31.72% |
$2.51M - $2.69M
|
69K
$6.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.3K- 46.96% |
$2.61M - $2.8M
|
37.6K
$3.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-34.1K- 71.65% |
$2.68M - $2.87M
|
13.5K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-34.9K- 20.56% |
$2.74M - $2.93M
|
135K
$12M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-36.6K- 29.63% |
$2.87M - $3.08M
|
87K
$7.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-37.1K- 21.31% |
$2.91M - $3.11M
|
137K
$12.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-38.3K- 87.31% |
$3M - $3.22M
|
5.57K
$494K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-39.1K- 13.89% |
$3.07M - $3.29M
|
243K
$21.5M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-40.5K- 9.56% |
$3.17M - $3.4M
|
383K
$34M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-41.2K- 73.25% |
$3.23M - $3.46M
|
15K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-43.9K- 43.58% |
$3.44M - $3.69M
|
56.9K
$5.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-45.5K- 6.36% |
$3.56M - $3.82M
|
669K
$59.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-45.5K- 23.43% |
$3.56M - $3.82M
|
149K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-45.7K- 20.71% |
$3.59M - $3.84M
|
175K
$15.5M
|