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 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
68+ 10.21% |
$5.13K - $5.91K
|
734
$71.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
67+ 1.26% |
$5.05K - $5.82K
|
5.4K
$529K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
67+ 4.83% |
$5.05K - $5.82K
|
1.45K
$142K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
66+ 2.54% |
$4.98K - $5.73K
|
2.66K
$261K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
65New |
$4.9K - $5.65K
|
65
$6.37K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
63+ 0.16% |
$4.75K - $5.47K
|
40.1K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
63+ 6.69% |
$4.75K - $5.47K
|
1.01K
$98.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
61+ 1.77% |
$4.6K - $5.3K
|
3.52K
$345K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
61+ 57.01% |
$4.6K - $5.3K
|
168
$16.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
60+ 0.28% |
$4.53K - $5.21K
|
21.3K
$2.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
60+ 0.96% |
$4.53K - $5.21K
|
6.34K
$621K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
60+ 0.48% |
$4.53K - $5.21K
|
12.7K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
58+ 0.83% |
$4.38K - $5.04K
|
7.03K
$689K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
58+ 0.24% |
$4.38K - $5.04K
|
24.5K
$2.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
58+ 1.29% |
$4.38K - $5.04K
|
4.56K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
58+ 1.44% |
$4.38K - $5.04K
|
4.08K
$400K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
57+ 10.73% |
$4.3K - $4.95K
|
588
$57.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
53+ 3.45% |
$4K - $4.61K
|
1.59K
$156K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
53+ 7.85% |
$4K - $4.61K
|
728
$71.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
53+ 0.46% |
$4K - $4.61K
|
11.5K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
51+ 1.07% |
$3.85K - $4.43K
|
4.81K
$471K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
49+ 0.39% |
$3.7K - $4.26K
|
12.6K
$1.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
48+ 12.12% |
$3.62K - $4.17K
|
444
$43.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
47+ 0.21% |
$3.55K - $4.08K
|
22.5K
$2.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
47+ 0.37% |
$3.55K - $4.08K
|
12.8K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
47+ 0.55% |
$3.55K - $4.08K
|
8.57K
$840K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
45+ 1.82% |
$3.39K - $3.91K
|
2.52K
$247K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
45+ 0.3% |
$3.39K - $3.91K
|
15.2K
$1.49M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
45+ 0.3% |
$3.39K - $3.91K
|
15.2K
$1.49M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
44+ 0.5% |
$3.32K - $3.82K
|
8.83K
$865K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
43+ 0.06% |
$3.24K - $3.74K
|
75K
$7.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Resolute Advisors LLC
|
BUY
|
- |
42+ 0.88% |
$3.17K - $3.65K
|
4.8K
$470K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
40+ 0.59% |
$3.02K - $3.48K
|
6.84K
$670K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
37+ 1.07% |
$2.79K - $3.21K
|
3.49K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
37+ 1.11% |
$2.79K - $3.21K
|
3.38K
$331K
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
35+ 1.11% |
$2.64K - $3.04K
|
3.19K
$313K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
35+ 20.23% |
$2.64K - $3.04K
|
208
$20.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
35+ 0.92% |
$2.64K - $3.04K
|
3.86K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
34+ 0.77% |
$2.56K - $2.95K
|
4.42K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
34+ 0.88% |
$2.56K - $2.95K
|
3.89K
$381K
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
32+ 0.27% |
$2.41K - $2.78K
|
11.7K
$1.15M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 11.43% |
$2.41K - $2.78K
|
312
$30.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
31+ 1.12% |
$2.34K - $2.69K
|
2.81K
$275K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
31New |
$2.34K - $2.69K
|
31
$3.04K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
31+ 0.74% |
$2.34K - $2.69K
|
4.22K
$413K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 150.0% |
$2.26K - $2.61K
|
50
$4.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
29+ 0.23% |
$2.19K - $2.52K
|
12.4K
$1.22M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
28+ 0.71% |
$2.11K - $2.43K
|
3.95K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 0.87% |
$1.58K - $1.82K
|
2.44K
$239K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
21+ 0.68% |
$1.58K - $1.82K
|
3.11K
$304K
|