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 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.78% |
$75.4 - $86.9
|
37
$3.62K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$75.4 - $86.9
|
3.84K
$376K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.28% |
$75.4 - $86.9
|
79
$7.74K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.99% |
$75.4 - $86.9
|
102
$9.99K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1New |
$75.4 - $86.9
|
1
$98
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.86% |
$75.4 - $86.9
|
117
$11.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.08% |
$75.4 - $86.9
|
1.3K
$128K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.2% |
$75.4 - $86.9
|
84
$8.23K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-1Closed |
$75.4 - $86.9
|
0
$0
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1- 1.85% |
$75.4 - $86.9
|
53
$5.19K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-2- 0.04% |
$151 - $174
|
5.68K
$556K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2- 0.04% |
$151 - $174
|
5.12K
$502K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2- 0.03% |
$151 - $174
|
6.71K
$657K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-3- 0.04% |
$226 - $261
|
7.38K
$723K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-4- 0.02% |
$302 - $348
|
21.4K
$2.09M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4- 0.89% |
$302 - $348
|
444
$43.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-6- 0.15% |
$453 - $521
|
4.13K
$405K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-6- 0.04% |
$453 - $521
|
14.2K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-7- 0.26% |
$528 - $608
|
2.69K
$263K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-9- 0.06% |
$679 - $782
|
14.8K
$1.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10- 1.76% |
$754 - $869
|
557
$54.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.11% |
$754 - $869
|
9.07K
$888K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-11- 0.14% |
$830 - $956
|
7.64K
$748K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-12- 0.31% |
$905 - $1.04K
|
3.83K
$376K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13- 1.99% |
$981 - $1.13K
|
641
$62.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-13- 0.17% |
$981 - $1.13K
|
7.7K
$755K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-14- 7.57% |
$1.06K - $1.22K
|
171
$16.8K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-14- 7.57% |
$1.06K - $1.22K
|
171
$16.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-15- 18.29% |
$1.13K - $1.3K
|
67
$6.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-15- 42.86% |
$1.13K - $1.3K
|
20
$1.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-20- 76.92% |
$1.51K - $1.74K
|
6
$588
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-22- 0.05% |
$1.66K - $1.91K
|
40.6K
$3.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-23- 0.67% |
$1.74K - $2K
|
3.4K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-25- 0.46% |
$1.89K - $2.17K
|
5.43K
$531K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-26- 0.77% |
$1.96K - $2.26K
|
3.36K
$329K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-27- 0.39% |
$2.04K - $2.35K
|
6.84K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 1.16% |
$2.04K - $2.35K
|
2.29K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27- 3.91% |
$2.04K - $2.35K
|
663
$65K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-30- 0.02% |
$2.26K - $2.61K
|
138K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30- 0.2% |
$2.26K - $2.61K
|
14.7K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-31- 0.58% |
$2.34K - $2.69K
|
5.34K
$523K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-31- 0.17% |
$2.34K - $2.69K
|
18.1K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-31- 0.2% |
$2.34K - $2.69K
|
15.2K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-32- 1.47% |
$2.41K - $2.78K
|
2.15K
$211K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-32- 0.63% |
$2.41K - $2.78K
|
5.03K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-33- 0.11% |
$2.49K - $2.87K
|
28.8K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-34- 1.29% |
$2.56K - $2.95K
|
2.59K
$254K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-36- 1.07% |
$2.72K - $3.13K
|
3.34K
$327K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-36- 1.51% |
$2.72K - $3.13K
|
2.35K
$230K
|