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 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-37- 12.71% |
$2.79K - $3.21K
|
254
$24.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
SELL
|
- |
-38- 0.24% |
$2.87K - $3.3K
|
15.7K
$1.54M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-40- 2.42% |
$3.02K - $3.48K
|
1.61K
$158K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-42- 0.56% |
$3.17K - $3.65K
|
7.48K
$732K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-47- 0.88% |
$3.55K - $4.08K
|
5.27K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-48- 0.64% |
$3.62K - $4.17K
|
7.41K
$726K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 16.67% |
$3.77K - $4.34K
|
250
$24.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-52- 3.42% |
$3.92K - $4.52K
|
1.47K
$144K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-54- 1.07% |
$4.07K - $4.69K
|
5K
$490K
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-55- 0.26% |
$4.15K - $4.78K
|
21.1K
$2.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-55- 1.32% |
$4.15K - $4.78K
|
4.12K
$403K
|
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-58- 0.24% |
$4.38K - $5.04K
|
24.4K
$2.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-63- 9.75% |
$4.75K - $5.47K
|
583
$57.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-64- 1.45% |
$4.83K - $5.56K
|
4.34K
$425K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-65- 6.08% |
$4.9K - $5.65K
|
1K
$98.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-67- 0.57% |
$5.05K - $5.82K
|
11.7K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-67- 1.53% |
$5.05K - $5.82K
|
4.3K
$422K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-68- 1.58% |
$5.13K - $5.91K
|
4.25K
$416K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-69- 0.35% |
$5.21K - $6K
|
19.5K
$1.91M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-70- 2.05% |
$5.28K - $6.08K
|
3.34K
$327K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-73- 0.37% |
$5.51K - $6.34K
|
19.4K
$1.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-74- 1.79% |
$5.58K - $6.43K
|
4.07K
$399K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-74- 1.42% |
$5.58K - $6.43K
|
5.14K
$503K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-75- 1.38% |
$5.66K - $6.52K
|
5.37K
$526K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-75- 2.18% |
$5.66K - $6.52K
|
3.36K
$330K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-76- 0.43% |
$5.73K - $6.6K
|
17.5K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-77- 0.24% |
$5.81K - $6.69K
|
31.7K
$3.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-77- 2.61% |
$5.81K - $6.69K
|
2.88K
$282K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-78- 0.97% |
$5.88K - $6.78K
|
7.96K
$779K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-79- 2.45% |
$5.96K - $6.86K
|
3.15K
$309K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-80- 1.88% |
$6.04K - $6.95K
|
4.18K
$409K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-80- 2.56% |
$6.04K - $6.95K
|
3.05K
$299K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-80- 1.5% |
$6.04K - $6.95K
|
5.24K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-80- 0.49% |
$6.04K - $6.95K
|
16.4K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-80- 0.46% |
$6.04K - $6.95K
|
17.1K
$1.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-83- 2.02% |
$6.26K - $7.21K
|
4.02K
$394K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-85- 1.25% |
$6.41K - $7.39K
|
6.74K
$660K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-86- 0.93% |
$6.49K - $7.47K
|
9.19K
$900K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-88- 2.76% |
$6.64K - $7.65K
|
3.1K
$304K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-88- 15.36% |
$6.64K - $7.65K
|
485
$47.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-88- 0.24% |
$6.64K - $7.65K
|
36K
$3.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-89- 0.61% |
$6.71K - $7.73K
|
14.6K
$1.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-90- 3.22% |
$6.79K - $7.82K
|
2.71K
$265K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-91- 0.9% |
$6.87K - $7.91K
|
10K
$981K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-92- 0.17% |
$6.94K - $7.99K
|
54.6K
$5.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-92- 0.54% |
$6.94K - $7.99K
|
17K
$1.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-93- 2.93% |
$7.02K - $8.08K
|
3.08K
$302K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-94- 1.83% |
$7.09K - $8.17K
|
5.04K
$493K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-95- 0.23% |
$7.17K - $8.25K
|
41.7K
$4.08M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-95Closed |
$7.17K - $8.25K
|
0
$0
|