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 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-515- 1.86% |
$38.9K - $44.7K
|
27.2K
$2.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-519- 4.51% |
$39.2K - $45.1K
|
11K
$1.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-519- 4.96% |
$39.2K - $45.1K
|
9.94K
$975K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-520- 4.82% |
$39.2K - $45.2K
|
10.3K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-522- 4.07% |
$39.4K - $45.4K
|
12.3K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-524- 4.33% |
$39.5K - $45.5K
|
11.6K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-525- 2.13% |
$39.6K - $45.6K
|
24.2K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-527- 0.74% |
$39.8K - $45.8K
|
70.6K
$6.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-538- 16.98% |
$40.6K - $46.7K
|
2.63K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-549- 21.69% |
$41.4K - $47.7K
|
1.98K
$195K
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-550- 9.08% |
$41.5K - $47.8K
|
5.51K
$540K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-554- 7.11% |
$41.8K - $48.1K
|
7.24K
$711K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-561- 12.7% |
$42.3K - $48.7K
|
3.86K
$379K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-562- 10.7% |
$42.4K - $48.8K
|
4.69K
$460K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-567- 14.72% |
$42.8K - $49.3K
|
3.29K
$322K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-573- 9.5% |
$43.2K - $49.8K
|
5.46K
$536K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-575- 13.34% |
$43.4K - $50K
|
3.73K
$367K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-575- 9.64% |
$43.4K - $50K
|
5.39K
$529K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-580- 12.75% |
$43.8K - $50.4K
|
3.97K
$389K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-590- 8.89% |
$44.5K - $51.3K
|
6.05K
$594K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-595- 1.7% |
$44.9K - $51.7K
|
34.4K
$3.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-596- 61.51% |
$45K - $51.8K
|
373
$36.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-600- 10.45% |
$45.3K - $52.1K
|
5.14K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-600- 25.94% |
$45.3K - $52.1K
|
1.71K
$168K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-601- 3.2% |
$45.3K - $52.2K
|
18.2K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-604- 11.17% |
$45.6K - $52.5K
|
4.8K
$471K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-605- 6.07% |
$45.6K - $52.6K
|
9.37K
$920K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-618- 10.65% |
$46.6K - $53.7K
|
5.19K
$509K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-618- 0.27% |
$46.6K - $53.7K
|
232K
$22.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-625- 5.74% |
$47.2K - $54.3K
|
10.3K
$1.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-629- 10.14% |
$47.5K - $54.7K
|
5.58K
$547K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-635- 4.58% |
$47.9K - $55.2K
|
13.2K
$1.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-636- 0.73% |
$48K - $55.3K
|
86.2K
$8.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-638- 5.62% |
$48.1K - $55.4K
|
10.7K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-638- 14.37% |
$48.1K - $55.4K
|
3.8K
$373K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-646- 6.55% |
$48.7K - $56.1K
|
9.21K
$904K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-652- 12.95% |
$49.2K - $56.7K
|
4.38K
$430K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-656- 1.31% |
$49.5K - $57K
|
49.5K
$4.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-660- 3.67% |
$49.8K - $57.3K
|
17.3K
$1.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-660- 6.72% |
$49.8K - $57.3K
|
9.16K
$900K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-661- 1.99% |
$49.9K - $57.4K
|
32.6K
$3.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-663- 7.62% |
$50K - $57.6K
|
8.04K
$789K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-678- 13.17% |
$51.1K - $58.9K
|
4.47K
$439K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-684- 9.22% |
$51.6K - $59.4K
|
6.73K
$661K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-700- 2.73% |
$52.8K - $60.8K
|
24.9K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-700- 8.47% |
$52.8K - $60.8K
|
7.56K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-708- 5.14% |
$53.4K - $61.5K
|
13.1K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-715- 1.67% |
$53.9K - $62.1K
|
42K
$4.12M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-719- 2.5% |
$54.2K - $62.5K
|
28.1K
$2.76M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-721- 3.77% |
$54.4K - $62.6K
|
18.4K
$1.81M
|