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 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.2KNew |
$1.19M - $1.28M
|
15.2K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14.8KNew |
$1.16M - $1.24M
|
14.8K
$1.31M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14.2K+ 11.48% |
$1.12M - $1.2M
|
138K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
14.2K+ 4.11% |
$1.11M - $1.19M
|
359K
$31.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14K+ 248.62% |
$1.1M - $1.18M
|
19.6K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.8K+ 425.81% |
$1.08M - $1.16M
|
17.1K
$1.51M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.7K+ 64.15% |
$1.07M - $1.15M
|
35K
$3.1M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.7K+ 64.15% |
$1.07M - $1.15M
|
35K
$3.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
13.6K+ 31.83% |
$1.07M - $1.14M
|
56.3K
$5M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
13.6K+ 8.2% |
$1.07M - $1.14M
|
179K
$15.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
13.6K+ 4.04% |
$1.06M - $1.14M
|
349K
$31M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.6K+ 11.39% |
$1.06M - $1.14M
|
133K
$11.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
13.1K+ 4.73% |
$1.03M - $1.1M
|
290K
$25.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
12.9K+ 20.68% |
$1.01M - $1.08M
|
75.3K
$6.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.8KNew |
$1.01M - $1.08M
|
12.8K
$1.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.8K+ 89.58% |
$1.01M - $1.08M
|
27.2K
$2.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.8K+ 46.41% |
$1M - $1.07M
|
40.3K
$3.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
12.8KNew |
$1M - $1.07M
|
12.8K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.6K+ 78.73% |
$991K - $1.06M
|
28.7K
$2.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
12.6K+ 70.02% |
$991K - $1.06M
|
30.7K
$2.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.6K+ 46.75% |
$989K - $1.06M
|
39.6K
$3.52M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
12.6K+ 21.44% |
$988K - $1.06M
|
71.4K
$6.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.6K+ 5.72% |
$986K - $1.06M
|
232K
$20.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12.1K+ 5.42% |
$952K - $1.02M
|
236K
$21M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
11.9K+ 63.25% |
$935K - $1M
|
30.8K
$2.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4K+ 14.88% |
$891K - $954K
|
87.7K
$7.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
11K+ 11.68% |
$865K - $927K
|
106K
$9.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.8K+ 48.72% |
$847K - $908K
|
33K
$2.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10.5K+ 9.36% |
$824K - $882K
|
123K
$10.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10.1K+ 8.96% |
$793K - $849K
|
123K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9.92K+ 43.52% |
$778K - $833K
|
32.7K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.9K+ 4.33% |
$776K - $831K
|
238K
$21.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.79K+ 21.02% |
$767K - $822K
|
56.4K
$5M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
9.78K+ 18.62% |
$767K - $821K
|
62.3K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.63K+ 14.51% |
$755K - $809K
|
76K
$6.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
9.52KNew |
$746K - $799K
|
9.52K
$845K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.47K+ 5.36% |
$742K - $795K
|
186K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
9.19KNew |
$720K - $771K
|
9.19K
$815K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.19KNew |
$720K - $771K
|
9.19K
$815K
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
BUY
|
- |
9.11K+ 21.86% |
$714K - $765K
|
50.8K
$4.51M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
8.83K+ 1.68% |
$692K - $741K
|
534K
$47.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
8.7K+ 19.07% |
$682K - $730K
|
54.3K
$4.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.56KNew |
$671K - $718K
|
8.56K
$759K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.54KNew |
$669K - $717K
|
8.54K
$758K
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
BUY
|
- |
8.42K+ 4.0% |
$660K - $707K
|
219K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
8.4K+ 15.83% |
$658K - $705K
|
61.5K
$5.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.38K+ 5.48% |
$657K - $704K
|
161K
$14.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.25K+ 1689.75% |
$646K - $692K
|
8.73K
$775K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
8.19K+ 55.49% |
$642K - $688K
|
23K
$2.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
8.16KNew |
$640K - $685K
|
8.16K
$724K
|