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 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-320- 4.79% |
$24.1K - $27.8K
|
6.37K
$624K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-324- 1.82% |
$24.4K - $28.2K
|
17.5K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-324- 9.97% |
$24.4K - $28.2K
|
2.93K
$287K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-327- 32.22% |
$24.7K - $28.4K
|
688
$67.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-336- 2.42% |
$25.3K - $29.2K
|
13.6K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-345- 6.12% |
$26K - $30K
|
5.3K
$519K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-346- 4.93% |
$26.1K - $30.1K
|
6.68K
$654K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-350- 3.06% |
$26.4K - $30.4K
|
11.1K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-350- 7.78% |
$26.4K - $30.4K
|
4.15K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-350- 3.22% |
$26.4K - $30.4K
|
10.5K
$1.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-355- 4.92% |
$26.8K - $30.8K
|
6.86K
$672K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-356- 0.97% |
$26.9K - $30.9K
|
36.5K
$3.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-364- 0.47% |
$27.5K - $31.6K
|
77.5K
$7.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-371- 3.05% |
$28K - $32.2K
|
11.8K
$1.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-374- 5.93% |
$28.2K - $32.5K
|
5.94K
$581K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-377- 9.98% |
$28.4K - $32.8K
|
3.4K
$333K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-379- 4.25% |
$28.6K - $32.9K
|
8.53K
$836K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-390- 95.59% |
$29.4K - $33.9K
|
18
$1.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-395- 2.45% |
$29.8K - $34.3K
|
15.7K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-400- 2.52% |
$30.2K - $34.8K
|
15.5K
$1.51M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-400- 3.1% |
$30.2K - $34.8K
|
12.5K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-400- 5.7% |
$30.2K - $34.8K
|
6.62K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-401- 1.33% |
$30.3K - $34.8K
|
29.6K
$2.9M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-405- 6.59% |
$30.6K - $35.2K
|
5.74K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-405- 99.26% |
$30.6K - $35.2K
|
3
$294
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-407- 3.48% |
$30.7K - $35.4K
|
11.3K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-408- 2.91% |
$30.8K - $35.5K
|
13.6K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-410- 6.22% |
$30.9K - $35.6K
|
6.18K
$606K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-415- 2.21% |
$31.3K - $36.1K
|
18.4K
$1.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-418- 8.46% |
$31.5K - $36.3K
|
4.52K
$443K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-425- 3.69% |
$32.1K - $36.9K
|
11.1K
$1.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-434- 7.48% |
$32.7K - $37.7K
|
5.37K
$526K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-439- 0.19% |
$33.1K - $38.1K
|
236K
$23.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-451- 8.19% |
$34K - $39.2K
|
5.05K
$495K
|
|
|
Nov 15, 2023
Q3 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-451- 2.3% |
$34K - $39.2K
|
19.1K
$1.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-456- 2.86% |
$34.4K - $39.6K
|
15.5K
$1.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-458- 2.6% |
$34.6K - $39.8K
|
17.1K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463- 11.43% |
$34.9K - $40.2K
|
3.59K
$352K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-475- 2.23% |
$35.8K - $41.3K
|
20.9K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-477- 8.72% |
$36K - $41.4K
|
4.99K
$489K
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-478- 7.65% |
$36.1K - $41.5K
|
5.77K
$565K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-480- 0.94% |
$36.2K - $41.7K
|
50.9K
$4.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-496- 7.58% |
$37.4K - $43.1K
|
6.05K
$592K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-498- 2.52% |
$37.6K - $43.3K
|
19.3K
$1.89M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-500- 14.29% |
$37.7K - $43.4K
|
3K
$294K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-500- 11.3% |
$37.7K - $43.4K
|
3.92K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-505- 13.78% |
$38.1K - $43.9K
|
3.16K
$309K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-510- 1.7% |
$38.5K - $44.3K
|
29.5K
$2.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-513- 3.71% |
$38.7K - $44.6K
|
13.3K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-514- 15.57% |
$38.8K - $44.7K
|
2.79K
$273K
|