Purchases and Sales Made in Q3 2023 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
3.63MNew |
$274M - $315M
|
3.63M
$356M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.96M+ 22.54% |
$148M - $170M
|
10.6M
$1.04B
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.87M+ 5377.65% |
$141M - $162M
|
1.9M
$186M
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.42MNew |
$107M - $124M
|
1.42M
$140M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.04M+ 748.49% |
$78.6M - $90.6M
|
1.18M
$116M
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
566K+ 5.85% |
$42.7M - $49.2M
|
10.3M
$1B
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
549KNew |
$41.4M - $47.7M
|
549K
$53.8M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
517K+ 0.0% |
$39M - $44.9M
|
517K
$50.6M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
506K+ 44.99% |
$38.2M - $44M
|
1.63M
$160M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
506KNew |
$38.2M - $44M
|
506K
$49.6M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
491K+ 198.13% |
$37M - $42.6M
|
738K
$72.3M
|
|
Nov 14, 2023
Q3 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
480KNew |
$36.2M - $41.7M
|
480K
$47M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
463K+ 613.68% |
$34.9M - $40.2M
|
538K
$52.8M
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
361K+ 89.8% |
$27.2M - $31.4M
|
763K
$74.8M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
356K+ 33004.45% |
$26.8M - $30.9M
|
357K
$35M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
338K+ 6.94% |
$25.5M - $29.3M
|
5.2M
$509M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
326KNew |
$24.6M - $28.3M
|
326K
$31.9M
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
302KNew |
$22.8M - $26.2M
|
302K
$29.5M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
257K+ 3.58% |
$19.4M - $22.4M
|
7.45M
$730M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
248K+ 563.96% |
$18.7M - $21.6M
|
292K
$28.6M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
230KNew |
$17.3M - $19.9M
|
230K
$22.5M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
225K+ 2.88% |
$17M - $19.6M
|
8.04M
$788M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
222KNew |
$16.7M - $19.3M
|
222K
$21.7M
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
207K+ 599.47% |
$15.6M - $18M
|
241K
$23.6M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
203K+ 101.07% |
$15.3M - $17.6M
|
403K
$39.5M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
178K+ 101.59% |
$13.4M - $15.4M
|
353K
$34.6M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
172K+ 8108.04% |
$13M - $15M
|
175K
$17.1M
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
155KNew |
$11.7M - $13.5M
|
155K
$15.2M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
135K+ 5549.18% |
$10.2M - $11.8M
|
138K
$13.5M
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
131K+ 178.61% |
$9.89M - $11.4M
|
205K
$20M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
130K+ 996.66% |
$9.8M - $11.3M
|
143K
$14M
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
125K+ 170.2% |
$9.39M - $10.8M
|
198K
$19.4M
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
124K+ 665.59% |
$9.34M - $10.8M
|
142K
$14M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
115K+ 3.33% |
$8.69M - $10M
|
3.58M
$350M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
113K+ 37.88% |
$8.56M - $9.86M
|
413K
$40.5M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
103K+ 8.49% |
$7.75M - $8.93M
|
1.31M
$129M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
93.5KNew |
$7.05M - $8.12M
|
93.5K
$9.16M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
84.8K+ 64.37% |
$6.4M - $7.37M
|
217K
$21.2M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
72.1K+ 44.22% |
$5.44M - $6.26M
|
235K
$23M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
68.4K+ 1.57% |
$5.16M - $5.94M
|
4.41M
$432M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
62.2K+ 408.92% |
$4.69M - $5.4M
|
77.4K
$7.58M
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
57.3K+ 75.05% |
$4.32M - $4.98M
|
134K
$13.1M
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
54.9K+ 4.9% |
$4.14M - $4.77M
|
1.17M
$115M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
51.8K+ 3.4% |
$3.9M - $4.5M
|
1.57M
$154M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50.3K+ 5.04% |
$3.79M - $4.37M
|
1.05M
$103M
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
46.5K+ 9.65% |
$3.51M - $4.04M
|
528K
$51.7M
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
46.2K+ 1224.36% |
$3.49M - $4.02M
|
50K
$4.9M
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
43.8K+ 5.15% |
$3.3M - $3.8M
|
893K
$87.5M
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
42.9K+ 8.06% |
$3.24M - $3.73M
|
576K
$56.4M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
42.9KNew |
$3.24M - $3.73M
|
42.9K
$4.2M
|