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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.89KNew |
$148K - $159K
|
1.89K
$168K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.88K+ 2.62% |
$148K - $158K
|
73.6K
$6.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 26.36% |
$147K - $158K
|
9.01K
$799K
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.88K+ 4.84% |
$147K - $158K
|
40.6K
$3.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.87K+ 2.98% |
$146K - $157K
|
64.6K
$5.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.8K+ 11.96% |
$141K - $151K
|
16.9K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.78K+ 13.08% |
$140K - $150K
|
15.4K
$1.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.77K+ 5.37% |
$139K - $149K
|
34.7K
$3.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
1.76K+ 27.19% |
$138K - $148K
|
8.22K
$730K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.75K+ 3.97% |
$137K - $147K
|
45.8K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.74K+ 4.57% |
$136K - $146K
|
39.8K
$3.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.74K+ 1.84% |
$136K - $146K
|
95.9K
$8.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.73K+ 3.16% |
$135K - $145K
|
56.4K
$5.01M
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.69K+ 2.39% |
$132K - $142K
|
72.1K
$6.4M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.58K+ 6.37% |
$124K - $133K
|
26.4K
$2.34M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.57K+ 25.24% |
$123K - $132K
|
7.78K
$690K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.55KNew |
$122K - $130K
|
1.55K
$138K
|
|
|
Jul 31, 2023
Q2 2023
|
Trustees Of The Smith College
|
BUY
|
- |
1.52K+ 1.1% |
$119K - $128K
|
139K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.5K+ 7.56% |
$118K - $126K
|
21.4K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.48K+ 1.61% |
$116K - $124K
|
93.6K
$8.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.47K+ 1.35% |
$116K - $124K
|
110K
$9.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.42K+ 3.44% |
$111K - $119K
|
42.5K
$3.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.4K+ 14.91% |
$110K - $118K
|
10.8K
$959K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.38K+ 3.99% |
$108K - $115K
|
35.8K
$3.18M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.36K+ 11.09% |
$107K - $114K
|
13.6K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.35K+ 3.04% |
$106K - $114K
|
45.8K
$4.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.34K+ 9.34% |
$105K - $113K
|
15.7K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.29K+ 27.13% |
$101K - $109K
|
6.06K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.26KNew |
$98.5K - $106K
|
1.26K
$112K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.25K+ 0.17% |
$98.3K - $105K
|
753K
$66.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.25K+ 5.76% |
$97.8K - $105K
|
22.9K
$2.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Gpwm LLC
|
BUY
|
- |
1.24K+ 1.65% |
$97.4K - $104K
|
76.4K
$6.78M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 21.93% |
$96.9K - $104K
|
6.87K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.22K+ 1.01% |
$95.4K - $102K
|
122K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.22K+ 7.97% |
$95.3K - $102K
|
16.5K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.21K+ 3.09% |
$94.8K - $102K
|
40.3K
$3.58M
|
|
|
Jul 07, 2023
Q2 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.21K+ 1.7% |
$94.6K - $101K
|
72.4K
$6.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.2K+ 5.64% |
$93.9K - $101K
|
22.4K
$1.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.19K+ 2.21% |
$93.3K - $99.9K
|
54.9K
$4.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.19K+ 1.11% |
$92.9K - $99.5K
|
108K
$9.59M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.19K+ 1.11% |
$92.9K - $99.5K
|
108K
$9.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.17K+ 4.58% |
$91.6K - $98.2K
|
26.7K
$2.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.16K+ 4.59% |
$91.1K - $97.6K
|
26.5K
$2.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 4.6% |
$90.5K - $96.9K
|
26.2K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.15K+ 7.98% |
$90.4K - $96.8K
|
15.6K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.15K+ 383.0% |
$90.1K - $96.5K
|
1.45K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.15K+ 1.62% |
$89.8K - $96.2K
|
72K
$6.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.14K+ 6.29% |
$89.4K - $95.7K
|
19.3K
$1.71M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.14K+ 3.82% |
$89K - $95.3K
|
30.9K
$2.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.13K+ 1.38% |
$88.5K - $94.8K
|
82.7K
$7.34M
|