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 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
8.07K+ 6.35% |
$633K - $678K
|
135K
$12M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
7.87KNew |
$617K - $661K
|
7.87K
$699K
|
|
|
Aug 11, 2023
Q2 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
7.79K+ 8.27% |
$611K - $654K
|
102K
$9.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.74KNew |
$607K - $650K
|
7.74K
$687K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.71K+ 44.22% |
$604K - $647K
|
25.1K
$2.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
7.71K+ 4.72% |
$604K - $647K
|
171K
$15.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7.67K+ 23.67% |
$602K - $644K
|
40.1K
$3.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.41K+ 11.22% |
$581K - $622K
|
73.4K
$6.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
7.33K+ 3.84% |
$574K - $615K
|
198K
$17.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.27K+ 4.12% |
$570K - $610K
|
184K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
7.2K+ 2.19% |
$564K - $604K
|
336K
$29.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.18K+ 89.54% |
$563K - $603K
|
15.2K
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.17KNew |
$562K - $602K
|
7.17K
$636K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.06K+ 2.24% |
$554K - $593K
|
323K
$28.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
7.05K+ 91.28% |
$553K - $592K
|
14.8K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.66K+ 5.58% |
$522K - $559K
|
126K
$11.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.64K+ 12.67% |
$520K - $557K
|
59K
$5.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
6.48K+ 2.8% |
$508K - $544K
|
238K
$21.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.34K+ 14.08% |
$497K - $532K
|
51.4K
$4.56M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
6.31KNew |
$495K - $530K
|
6.31K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.26K+ 6.4% |
$490K - $525K
|
104K
$9.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.24K+ 37.18% |
$489K - $524K
|
23K
$2.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
6.21K+ 5.35% |
$487K - $521K
|
122K
$10.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
6.21K+ 8.72% |
$487K - $521K
|
77.5K
$6.87M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
6.13K+ 74.52% |
$481K - $515K
|
14.4K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
6.13K+ 25.01% |
$481K - $515K
|
30.6K
$2.72M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
6.03K+ 2.03% |
$473K - $507K
|
303K
$26.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
5.92K+ 4.8% |
$464K - $497K
|
129K
$11.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
5.86K+ 10.07% |
$459K - $492K
|
64K
$5.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
5.83K+ 5.32% |
$457K - $490K
|
116K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
5.77KNew |
$453K - $485K
|
5.77K
$512K
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
5.77KNew |
$452K - $485K
|
5.77K
$512K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
5.49K+ 10.04% |
$430K - $461K
|
60.1K
$5.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.46K+ 2.6% |
$428K - $459K
|
215K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.32KNew |
$417K - $447K
|
5.32K
$472K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.3K+ 102.79% |
$415K - $445K
|
10.5K
$928K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.29K+ 10.96% |
$414K - $444K
|
53.5K
$4.75M
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
5.1K+ 9.7% |
$399K - $428K
|
57.6K
$5.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
5.1K+ 11.02% |
$399K - $428K
|
51.3K
$4.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5.08K+ 6.92% |
$398K - $426K
|
78.4K
$6.96M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
5.02K+ 4.54% |
$393K - $421K
|
115K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
5.01K+ 9.27% |
$392K - $420K
|
59K
$5.24M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
4.97K+ 4.67% |
$389K - $417K
|
111K
$9.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
4.95K+ 3.45% |
$388K - $416K
|
149K
$13.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.84K+ 19.6% |
$380K - $407K
|
29.5K
$2.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.82K+ 11.23% |
$378K - $405K
|
47.7K
$4.24M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.82K+ 8.24% |
$377K - $404K
|
63.2K
$5.61M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.81K+ 3.42% |
$377K - $404K
|
145K
$12.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
4.8K+ 4.25% |
$376K - $403K
|
118K
$10.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
4.73K+ 3.03% |
$370K - $397K
|
161K
$14.3M
|