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 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-183- 17.4% |
$13.8K - $15.9K
|
869
$85.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-185- 0.19% |
$14K - $16.1K
|
95.8K
$9.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-192- 6.33% |
$14.5K - $16.7K
|
2.84K
$279K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-197- 4.49% |
$14.9K - $17.1K
|
4.19K
$411K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-197- 66.11% |
$14.9K - $17.1K
|
101
$9.91K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-199- 11.96% |
$15K - $17.3K
|
1.47K
$144K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-199- 0.32% |
$15K - $17.3K
|
62.7K
$6.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-200- 4.52% |
$15.1K - $17.4K
|
4.23K
$415K
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-200- 6.24% |
$15.1K - $17.4K
|
3.01K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-206- 6.45% |
$15.5K - $17.9K
|
2.99K
$293K
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-211- 1.88% |
$15.9K - $18.3K
|
11K
$1.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-214- 0.76% |
$16.1K - $18.6K
|
27.9K
$2.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-216- 0.44% |
$16.3K - $18.8K
|
48.9K
$4.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-221- 49.33% |
$16.7K - $19.2K
|
227
$22.3K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-230- 4.61% |
$17.4K - $20K
|
4.75K
$467K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-232- 1.77% |
$17.5K - $20.2K
|
12.9K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-236- 10.85% |
$17.8K - $20.5K
|
1.94K
$190K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-238- 7.04% |
$18K - $20.7K
|
3.14K
$309K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-240- 1.79% |
$18.1K - $20.9K
|
13.2K
$1.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-241- 1.08% |
$18.2K - $20.9K
|
22.1K
$2.17M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-241- 1.08% |
$18.2K - $20.9K
|
22.1K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-243- 7.37% |
$18.3K - $21.1K
|
3.06K
$300K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-245- 5.99% |
$18.5K - $21.3K
|
3.85K
$378K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-246- 2.13% |
$18.6K - $21.4K
|
11.3K
$1.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-249- 0.83% |
$18.8K - $21.6K
|
29.8K
$2.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-250- 5.08% |
$18.9K - $21.7K
|
4.68K
$459K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-250- 2.46% |
$18.9K - $21.7K
|
9.9K
$972K
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-256- 6.88% |
$19.3K - $22.2K
|
3.47K
$340K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-257- 5.93% |
$19.4K - $22.3K
|
4.07K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-257- 14.75% |
$19.4K - $22.3K
|
1.49K
$146K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-263- 7.19% |
$19.8K - $22.9K
|
3.4K
$333K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-263- 2.62% |
$19.8K - $22.9K
|
9.79K
$961K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-266- 1.85% |
$20.1K - $23.1K
|
14.1K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-266- 8.67% |
$20.1K - $23.1K
|
2.8K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-266- 1.64% |
$20.1K - $23.1K
|
16K
$1.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-267- 16.74% |
$20.1K - $23.2K
|
1.33K
$130K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-270- 1.43% |
$20.4K - $23.5K
|
18.7K
$1.83M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-270- 1.43% |
$20.4K - $23.5K
|
18.7K
$1.83M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-282- 6.51% |
$21.3K - $24.5K
|
4.05K
$398K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-291- 14.51% |
$22K - $25.3K
|
1.71K
$168K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-293- 1.93% |
$22.1K - $25.5K
|
14.9K
$1.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-296- 4.92% |
$22.3K - $25.7K
|
5.73K
$562K
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-296- 3.63% |
$22.3K - $25.7K
|
7.87K
$772K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-302- 3.88% |
$22.8K - $26.2K
|
7.48K
$734K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-310- 0.91% |
$23.4K - $26.9K
|
33.9K
$3.33M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-312- 6.32% |
$23.5K - $27.1K
|
4.63K
$454K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-313- 51.06% |
$23.6K - $27.2K
|
300
$29.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-314- 5.05% |
$23.7K - $27.3K
|
5.9K
$579K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-315- 1.61% |
$23.8K - $27.4K
|
19.2K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-317- 19.26% |
$23.9K - $27.5K
|
1.33K
$130K
|