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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
184+ 1.8% |
$13.9K - $16K
|
10.4K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
184+ 3.69% |
$13.9K - $16K
|
5.17K
$506K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
181+ 1.95% |
$13.7K - $15.7K
|
9.48K
$929K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
180+ 1.71% |
$13.6K - $15.6K
|
10.7K
$1.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
175+ 0.11% |
$13.2K - $15.2K
|
161K
$15.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
174+ 0.93% |
$13.1K - $15.1K
|
18.9K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
170+ 0.8% |
$12.8K - $14.8K
|
21.5K
$2.11M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
168+ 0.94% |
$12.7K - $14.6K
|
17.9K
$1.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
BUY
|
- |
168+ 0.09% |
$12.7K - $14.6K
|
187K
$18.3M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
167New |
$12.6K - $14.5K
|
167
$16.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
166+ 3.02% |
$12.5K - $14.4K
|
5.66K
$555K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
166+ 9.67% |
$12.5K - $14.4K
|
1.88K
$184K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
164+ 0.47% |
$12.4K - $14.2K
|
35.2K
$3.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
159+ 5.68% |
$12K - $13.8K
|
2.96K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
155+ 1.95% |
$11.7K - $13.5K
|
8.1K
$794K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
147+ 16.28% |
$11.1K - $12.8K
|
1.05K
$103K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
144+ 3.84% |
$10.9K - $12.5K
|
3.89K
$381K
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
130+ 1.26% |
$9.81K - $11.3K
|
10.4K
$1.02M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
130+ 41.4% |
$9.81K - $11.3K
|
444
$43.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
128+ 2.3% |
$9.66K - $11.1K
|
5.69K
$557K
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
124+ 1.35% |
$9.35K - $10.8K
|
9.31K
$912K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
118+ 2.14% |
$8.9K - $10.3K
|
5.63K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
117+ 1.85% |
$8.83K - $10.2K
|
6.43K
$629K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
115+ 4.68% |
$8.68K - $9.99K
|
2.57K
$252K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
115+ 2.45% |
$8.68K - $9.99K
|
4.82K
$472K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
115+ 2.92% |
$8.68K - $9.99K
|
4.06K
$397K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
109+ 1.94% |
$8.22K - $9.47K
|
5.71K
$560K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
106+ 1.94% |
$8K - $9.21K
|
5.56K
$545K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
104+ 3.71% |
$7.85K - $9.04K
|
2.91K
$285K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
102+ 1.11% |
$7.69K - $8.86K
|
9.29K
$910K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
101+ 43.16% |
$7.62K - $8.78K
|
335
$32.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
100+ 1.05% |
$7.54K - $8.69K
|
9.62K
$942K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
98+ 4.99% |
$7.39K - $8.52K
|
2.06K
$202K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
97+ 2.45% |
$7.32K - $8.43K
|
4.05K
$397K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
97+ 0.46% |
$7.32K - $8.43K
|
21.2K
$2.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
96+ 2.79% |
$7.24K - $8.34K
|
3.54K
$347K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
96+ 1.3% |
$7.24K - $8.34K
|
7.5K
$734K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
96+ 2.41% |
$7.24K - $8.34K
|
4.08K
$400K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
94+ 1.6% |
$7.09K - $8.17K
|
5.96K
$584K
|
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
BUY
|
- |
87+ 0.3% |
$6.56K - $7.56K
|
29K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
87+ 1.1% |
$6.56K - $7.56K
|
8K
$783K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
84+ 140.0% |
$6.34K - $7.3K
|
144
$14.1K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
83+ 1.03% |
$6.26K - $7.21K
|
8.15K
$798K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
80+ 0.31% |
$6.04K - $6.95K
|
25.8K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
76+ 2.52% |
$5.73K - $6.6K
|
3.09K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
73+ 0.56% |
$5.51K - $6.34K
|
13K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
72+ 4.24% |
$5.43K - $6.26K
|
1.77K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
72New |
$5.43K - $6.26K
|
72
$7.05K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
68+ 1.12% |
$5.13K - $5.91K
|
6.14K
$601K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
68+ 1.97% |
$5.13K - $5.91K
|
3.52K
$345K
|