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 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-96- 0.64% |
$7.24K - $8.34K
|
14.9K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 9.22% |
$7.54K - $8.69K
|
985
$96.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 2.83% |
$7.54K - $8.69K
|
3.43K
$336K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 1.14% |
$7.54K - $8.69K
|
8.63K
$846K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-100- 1.31% |
$7.54K - $8.69K
|
7.51K
$735K
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-100- 3.03% |
$7.54K - $8.69K
|
3.21K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-100- 1.81% |
$7.54K - $8.69K
|
5.43K
$532K
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 2.04% |
$7.54K - $8.69K
|
4.8K
$470K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-102- 34.93% |
$7.69K - $8.86K
|
190
$18.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-103- 2.32% |
$7.77K - $8.95K
|
4.33K
$424K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-104- 1.3% |
$7.85K - $9.04K
|
7.89K
$773K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-104- 2.09% |
$7.85K - $9.04K
|
4.87K
$477K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-106- 0.46% |
$8K - $9.21K
|
22.8K
$2.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-109- 0.67% |
$8.22K - $9.47K
|
16.2K
$1.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-113- 2.08% |
$8.52K - $9.82K
|
5.33K
$522K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-113- 0.81% |
$8.52K - $9.82K
|
13.8K
$1.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-114- 25.22% |
$8.6K - $9.91K
|
338
$33.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-114- 12.78% |
$8.6K - $9.91K
|
778
$76.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-115- 1.17% |
$8.68K - $9.99K
|
9.74K
$954K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-117- 2.25% |
$8.83K - $10.2K
|
5.09K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-122- 0.1% |
$9.2K - $10.6K
|
119K
$11.7M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-123- 1.44% |
$9.28K - $10.7K
|
8.41K
$824K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-125- 2.96% |
$9.43K - $10.9K
|
4.1K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-128- 3.48% |
$9.66K - $11.1K
|
3.55K
$347K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-129- 10.0% |
$9.73K - $11.2K
|
1.16K
$114K
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-131- 0.41% |
$9.88K - $11.4K
|
31.7K
$3.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-132- 1.22% |
$9.96K - $11.5K
|
10.7K
$1.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-133- 0.16% |
$10K - $11.6K
|
80.9K
$7.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-136- 3.6% |
$10.3K - $11.8K
|
3.64K
$357K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-136- 0.36% |
$10.3K - $11.8K
|
37.5K
$3.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-139- 2.31% |
$10.5K - $12.1K
|
5.88K
$576K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-144- 2.36% |
$10.9K - $12.5K
|
5.97K
$585K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-145- 3.56% |
$10.9K - $12.6K
|
3.92K
$384K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 1.37% |
$11.3K - $13K
|
10.8K
$1.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-150- 5.19% |
$11.3K - $13K
|
2.74K
$269K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-150- 4.66% |
$11.3K - $13K
|
3.07K
$301K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 7.72% |
$11.3K - $13K
|
1.79K
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-154- 0.47% |
$11.6K - $13.4K
|
32.8K
$3.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-155- 4.32% |
$11.7K - $13.5K
|
3.43K
$336K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-160- 1.36% |
$12.1K - $13.9K
|
11.6K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-160- 2.51% |
$12.1K - $13.9K
|
6.21K
$609K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-164- 2.29% |
$12.4K - $14.2K
|
7K
$686K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-169- 2.59% |
$12.7K - $14.7K
|
6.35K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-170- 4.55% |
$12.8K - $14.8K
|
3.57K
$349K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-174- 4.35% |
$13.1K - $15.1K
|
3.83K
$375K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-175- 1.17% |
$13.2K - $15.2K
|
14.7K
$1.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-176- 78.57% |
$13.3K - $15.3K
|
48
$4.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-178- 0.5% |
$13.4K - $15.5K
|
35.2K
$3.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-181- 5.37% |
$13.7K - $15.7K
|
3.19K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-182- 0.83% |
$13.7K - $15.8K
|
21.7K
$2.13M
|