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 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.21KNew |
$252K - $270K
|
3.21K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.09K+ 2.13% |
$242K - $259K
|
148K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
3.06K+ 11.84% |
$240K - $257K
|
28.9K
$2.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.03K+ 26.25% |
$238K - $255K
|
14.6K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.03K+ 5.85% |
$237K - $254K
|
54.8K
$4.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
3KNew |
$235K - $252K
|
3K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.98K+ 77.84% |
$234K - $251K
|
6.82K
$605K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.96KNew |
$232K - $249K
|
2.96K
$263K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2.92K+ 105.37% |
$229K - $246K
|
5.7K
$506K
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.91K+ 15.5% |
$228K - $245K
|
21.7K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.86KNew |
$224K - $240K
|
2.86K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.85K+ 6.38% |
$224K - $240K
|
47.6K
$4.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.83K+ 1.8% |
$222K - $238K
|
160K
$14.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.79K+ 93.18% |
$218K - $234K
|
5.78K
$513K
|
|
|
Jul 31, 2023
Q2 2023
|
Regis Management CO LLC
|
BUY
|
- |
2.74K+ 4.3% |
$215K - $230K
|
66.5K
$5.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.74K+ 70.19% |
$215K - $230K
|
6.64K
$589K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.72KNew |
$213K - $229K
|
2.72K
$241K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.7KNew |
$212K - $227K
|
2.7K
$240K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.7K+ 15.68% |
$212K - $227K
|
19.9K
$1.77M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.66K+ 1.96% |
$209K - $224K
|
139K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.64K+ 43.64% |
$207K - $222K
|
8.7K
$772K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.64KNew |
$207K - $221K
|
2.64K
$234K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
2.6K+ 3.83% |
$204K - $218K
|
70.5K
$6.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.55K+ 1.75% |
$200K - $214K
|
148K
$13.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
2.52K+ 1.28% |
$197K - $211K
|
199K
$17.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.5K+ 19.84% |
$196K - $210K
|
15.1K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
$193K - $207K
|
2.46K
$219K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
2.44KNew |
$191K - $205K
|
2.44K
$217K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.44K+ 5.53% |
$191K - $205K
|
46.5K
$4.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.43KNew |
$190K - $204K
|
2.43K
$215K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.41K+ 8.89% |
$189K - $202K
|
29.5K
$2.61M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.4KNew |
$188K - $202K
|
2.4K
$213K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$188K - $201K
|
2.4K
$213K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$188K - $201K
|
2.4K
$213K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 4.15% |
$187K - $201K
|
60K
$5.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.33K+ 3.53% |
$183K - $196K
|
68.4K
$6.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.29K+ 30.26% |
$180K - $192K
|
9.86K
$875K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
2.15KNew |
$169K - $181K
|
2.15K
$191K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 72.18% |
$167K - $179K
|
5.09K
$452K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairfield University
|
BUY
|
- |
2.13K+ 1.12% |
$167K - $179K
|
193K
$17.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.13K+ 3.98% |
$167K - $179K
|
55.6K
$4.94M
|
|
|
Jul 24, 2023
Q2 2023
|
True Wealth Financial Partners
|
BUY
|
- |
2.13K+ 1.7% |
$167K - $179K
|
127K
$11.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.11KNew |
$165K - $177K
|
2.11K
$187K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.11K+ 6.27% |
$165K - $177K
|
35.7K
$3.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.05K+ 5.31% |
$161K - $172K
|
40.7K
$3.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.04K+ 75.34% |
$160K - $172K
|
4.76K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 6.43% |
$158K - $169K
|
33.2K
$2.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.99K+ 223.93% |
$156K - $167K
|
2.88K
$256K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.97K+ 2.66% |
$154K - $165K
|
76K
$6.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.95K+ 9.03% |
$153K - $164K
|
23.5K
$2.09M
|