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
|
Family Legacy, Inc.
|
BUY
|
- |
1.13K+ 3.41% |
$88.4K - $94.7K
|
34.2K
$3.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.11K+ 1.91% |
$87.3K - $93.6K
|
59.4K
$5.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.11KNew |
$86.6K - $92.8K
|
1.11K
$98.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.1K+ 96.39% |
$85.8K - $92K
|
2.23K
$198K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.08K+ 2.74% |
$84.8K - $90.9K
|
40.6K
$3.61M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.08K+ 6.0% |
$84.7K - $90.7K
|
19.1K
$1.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.08K+ 10.98% |
$84.7K - $90.7K
|
10.9K
$969K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.08KNew |
$84.5K - $90.5K
|
1.08K
$95.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.07K+ 3.36% |
$84K - $90K
|
32.9K
$2.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.07K+ 7.85% |
$83.7K - $89.6K
|
14.7K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.07K+ 7.02% |
$83.7K - $89.6K
|
16.3K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.06K+ 0.87% |
$82.8K - $88.7K
|
123K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.02K+ 5.77% |
$80K - $85.7K
|
18.7K
$1.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.01K+ 10.69% |
$79.5K - $85.2K
|
10.5K
$932K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.01K+ 1.92% |
$79.2K - $84.8K
|
53.7K
$4.76M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1K+ 17.55% |
$78.6K - $84.1K
|
6.71K
$596K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
995+ 19.01% |
$78K - $83.6K
|
6.23K
$553K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
985New |
$77.2K - $82.7K
|
985
$87.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
984+ 27.18% |
$77.1K - $82.6K
|
4.6K
$409K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
973+ 1.98% |
$76.3K - $81.7K
|
50.1K
$4.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
968+ 16.83% |
$75.9K - $81.3K
|
6.72K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
959+ 5.38% |
$75.2K - $80.5K
|
18.8K
$1.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
953+ 639.6% |
$74.7K - $80K
|
1.1K
$97.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
917+ 21.34% |
$71.9K - $77K
|
5.21K
$463K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
899+ 0.94% |
$70.5K - $75.5K
|
96.4K
$8.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
898+ 24.29% |
$70.4K - $75.4K
|
4.6K
$408K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
891+ 5.46% |
$69.9K - $74.8K
|
17.2K
$1.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
873+ 3.83% |
$68.4K - $73.3K
|
23.7K
$2.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
869+ 1.41% |
$68.1K - $73K
|
62.3K
$5.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
867+ 4.76% |
$68K - $72.8K
|
19.1K
$1.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
864+ 1.09% |
$67.7K - $72.6K
|
80.2K
$7.12M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
853+ 1.44% |
$66.9K - $71.6K
|
60.2K
$5.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
832+ 2.51% |
$65.2K - $69.9K
|
34K
$3.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
825+ 0.71% |
$64.7K - $69.3K
|
117K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
811+ 5.44% |
$63.6K - $68.1K
|
15.7K
$1.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
797+ 3.19% |
$62.5K - $66.9K
|
25.7K
$2.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
786+ 3.18% |
$61.6K - $66K
|
25.5K
$2.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
781+ 16.75% |
$61.2K - $65.6K
|
5.45K
$483K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
776+ 5.19% |
$60.8K - $65.2K
|
15.7K
$1.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
BUY
|
- |
775+ 11.48% |
$60.8K - $65.1K
|
7.52K
$668K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
774+ 28.86% |
$60.7K - $65K
|
3.46K
$307K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
772+ 20.19% |
$60.5K - $64.8K
|
4.6K
$408K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
762+ 28.31% |
$59.7K - $64K
|
3.45K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
760+ 1.89% |
$59.6K - $63.8K
|
40.9K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
756+ 3.2% |
$59.3K - $63.5K
|
24.4K
$2.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
755+ 5.22% |
$59.2K - $63.4K
|
15.2K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
741+ 5.23% |
$58.1K - $62.2K
|
14.9K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
732+ 1.28% |
$57.4K - $61.5K
|
58.1K
$5.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
715+ 10214.29% |
$56.1K - $60K
|
722
$64.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
708+ 1.77% |
$55.5K - $59.5K
|
40.7K
$3.61M
|