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 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 1.22% |
$1.43K - $1.65K
|
1.57K
$154K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
18+ 0.13% |
$1.36K - $1.56K
|
14.2K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
16+ 0.6% |
$1.21K - $1.39K
|
2.68K
$263K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
16+ 0.37% |
$1.21K - $1.39K
|
4.35K
$426K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
16+ 0.5% |
$1.21K - $1.39K
|
3.24K
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
15+ 0.73% |
$1.13K - $1.3K
|
2.06K
$202K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
15+ 0.28% |
$1.13K - $1.3K
|
5.43K
$532K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15+ 0.33% |
$1.13K - $1.3K
|
4.58K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
14+ 0.09% |
$1.06K - $1.22K
|
15.4K
$1.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.36% |
$981 - $1.13K
|
3.6K
$353K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12+ 0.28% |
$905 - $1.04K
|
4.25K
$416K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
12+ 0.33% |
$905 - $1.04K
|
3.65K
$357K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
12+ 1.09% |
$905 - $1.04K
|
1.11K
$109K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
11+ 0.14% |
$830 - $956
|
7.88K
$772K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
10+ 0.14% |
$754 - $869
|
6.93K
$679K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 6.25% |
$754 - $869
|
170
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10+ 0.25% |
$754 - $869
|
3.98K
$390K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.16% |
$679 - $782
|
5.52K
$541K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.23% |
$679 - $782
|
4K
$391K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
9+ 2.36% |
$679 - $782
|
391
$38.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
9+ 0.49% |
$679 - $782
|
1.85K
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9+ 0.11% |
$679 - $782
|
8.07K
$791K
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.01% |
$679 - $782
|
85.1K
$8.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
8+ 0.05% |
$604 - $695
|
15K
$1.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8+ 0.09% |
$604 - $695
|
8.91K
$873K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
8+ 0.01% |
$604 - $695
|
82.7K
$8.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.99% |
$453 - $521
|
614
$60.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 1.12% |
$453 - $521
|
542
$53.1K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
6+ 0.19% |
$453 - $521
|
3.21K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 1.24% |
$453 - $521
|
491
$48.1K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.07% |
$453 - $521
|
9.19K
$900K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
5+ 0.03% |
$377 - $434
|
14.4K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 0.62% |
$302 - $348
|
646
$63.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 1.2% |
$302 - $348
|
338
$33.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.48% |
$302 - $348
|
831
$81.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$226 - $261
|
17K
$1.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
3+ 0.74% |
$226 - $261
|
411
$40.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
3+ 0.01% |
$226 - $261
|
20.7K
$2.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3+ 0.03% |
$226 - $261
|
12K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.12% |
$226 - $261
|
270
$26.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.07% |
$151 - $174
|
2.89K
$283K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$151 - $174
|
2.65K
$260K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.22% |
$151 - $174
|
926
$90.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
BUY
|
- |
2+ 0.07% |
$151 - $174
|
2.91K
$285K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$151 - $174
|
3.25K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.02% |
$151 - $174
|
9.42K
$923K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2+ 0.65% |
$151 - $174
|
312
$30.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.08% |
$151 - $174
|
2.65K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 1.27% |
$151 - $174
|
159
$15.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.03% |
$75.4 - $86.9
|
3.44K
$337K
|