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
|
Wms Partners, LLC
|
SELL
|
- |
-722- 10.23% |
$54.5K - $62.7K
|
6.34K
$621K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-723- 2.44% |
$54.5K - $62.8K
|
28.9K
$2.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-730- 18.33% |
$55.1K - $63.4K
|
3.25K
$319K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-730- 3.15% |
$55.1K - $63.4K
|
22.4K
$2.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-734- 75.67% |
$55.4K - $63.8K
|
236
$23.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-737- 13.74% |
$55.6K - $64K
|
4.63K
$453K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-738- 10.32% |
$55.7K - $64.1K
|
6.42K
$628K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-739- 5.45% |
$55.8K - $64.2K
|
12.8K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-747- 4.2% |
$56.4K - $64.9K
|
17K
$1.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-766- 11.96% |
$57.8K - $66.6K
|
5.64K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-766- 1.08% |
$57.8K - $66.6K
|
70.4K
$6.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-770- 3.66% |
$58.1K - $66.9K
|
20.3K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-772- 16.8% |
$58.2K - $67.1K
|
3.82K
$375K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-774- 1.08% |
$58.4K - $67.3K
|
71.1K
$6.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-778- 3.03% |
$58.7K - $67.6K
|
24.9K
$2.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-779- 3.8% |
$58.8K - $67.7K
|
19.7K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-806- 6.96% |
$60.8K - $70K
|
10.8K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-820- 5.71% |
$61.9K - $71.2K
|
13.5K
$1.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-834- 1.55% |
$62.9K - $72.5K
|
52.8K
$5.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-854- 5.61% |
$64.4K - $74.2K
|
14.4K
$1.41M
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-854- 7.68% |
$64.4K - $74.2K
|
10.3K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-855- 8.77% |
$64.5K - $74.3K
|
8.89K
$871K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-863- 35.94% |
$65.1K - $75K
|
1.54K
$151K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-888- 0.49% |
$67K - $77.2K
|
180K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-889- 1.19% |
$67.1K - $77.2K
|
74K
$7.25M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-896- 19.39% |
$67.6K - $77.9K
|
3.73K
$365K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-901- 3.41% |
$68K - $78.3K
|
25.5K
$2.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-918- 2.35% |
$69.3K - $79.8K
|
38.2K
$3.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-919- 25.27% |
$69.3K - $79.9K
|
2.72K
$266K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-919- 24.55% |
$69.3K - $79.9K
|
2.82K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-924- 24.75% |
$69.7K - $80.3K
|
2.81K
$275K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-938- 16.85% |
$70.8K - $81.5K
|
4.63K
$454K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-951- 0.64% |
$71.7K - $82.6K
|
147K
$14.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-962- 14.42% |
$72.6K - $83.6K
|
5.71K
$559K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-962- 4.2% |
$72.6K - $83.6K
|
21.9K
$2.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-968- 16.01% |
$73K - $84.1K
|
5.08K
$497K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-969- 6.17% |
$73.1K - $84.2K
|
14.7K
$1.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-970- 0.54% |
$73.2K - $84.3K
|
179K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-983- 4.38% |
$74.2K - $85.4K
|
21.4K
$2.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-987- 5.25% |
$74.5K - $85.8K
|
17.8K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-987- 3.73% |
$74.5K - $85.8K
|
25.5K
$2.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1K- 3.45% |
$75.5K - $87K
|
28K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1K- 15.21% |
$75.5K - $87K
|
5.58K
$547K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.02K- 11.5% |
$76.9K - $88.6K
|
7.85K
$769K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.03K- 19.09% |
$77.5K - $89.2K
|
4.35K
$426K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.03K- 26.69% |
$77.6K - $89.3K
|
2.82K
$277K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-1.03K- 1.6% |
$78K - $89.8K
|
63.6K
$6.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.04K- 8.34% |
$78.6K - $90.5K
|
11.5K
$1.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.05K- 2.1% |
$79.1K - $91.1K
|
48.9K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 76.14% |
$79.2K - $91.2K
|
329
$32.2K
|