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 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.6K- 30.76% |
$121K - $139K
|
3.61K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.61K- 9.64% |
$121K - $139K
|
15K
$1.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.61K- 1.09% |
$122K - $140K
|
147K
$14.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.62K- 4.46% |
$122K - $141K
|
34.7K
$3.4M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-1.63K- 3.82% |
$123K - $142K
|
41K
$4.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.63K- 4.73% |
$123K - $142K
|
32.9K
$3.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 15.04% |
$125K - $144K
|
9.37K
$918K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.69K- 11.16% |
$127K - $147K
|
13.4K
$1.32M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.69K- 29.1% |
$127K - $147K
|
4.12K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.71K- 16.14% |
$129K - $149K
|
8.89K
$871K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.72K- 0.93% |
$129K - $149K
|
182K
$17.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.73K- 3.67% |
$131K - $151K
|
45.5K
$4.46M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.75K- 30.53% |
$132K - $152K
|
3.97K
$389K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.75K- 1.01% |
$132K - $152K
|
171K
$16.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.78K- 7.07% |
$134K - $154K
|
23.4K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.78K- 38.61% |
$134K - $155K
|
2.83K
$277K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.8K- 8.9% |
$135K - $156K
|
18.4K
$1.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.8K- 24.28% |
$136K - $156K
|
5.61K
$550K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.85K- 0.63% |
$139K - $160K
|
290K
$28.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.85K- 1.47% |
$140K - $161K
|
124K
$12.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-1.87K- 3.0% |
$141K - $162K
|
60.4K
$5.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.87K- 20.34% |
$141K - $162K
|
7.32K
$718K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.88K- 2.99% |
$141K - $163K
|
60.8K
$5.95M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.88K- 2.99% |
$141K - $163K
|
60.8K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1.88K- 99.37% |
$142K - $163K
|
12
$1.18K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.9K- 29.15% |
$143K - $165K
|
4.61K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.91K- 24.54% |
$144K - $166K
|
5.87K
$575K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 20.99% |
$145K - $167K
|
7.22K
$707K
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.92K- 10.34% |
$145K - $167K
|
16.6K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.92K- 32.81% |
$145K - $167K
|
3.94K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.93K- 1.25% |
$145K - $168K
|
152K
$14.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.94K- 14.68% |
$146K - $168K
|
11.3K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.96K- 7.29% |
$148K - $170K
|
24.9K
$2.44M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-1.97K- 21.94% |
$148K - $171K
|
7K
$685K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 38.72% |
$149K - $171K
|
3.12K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.99K- 20.28% |
$150K - $173K
|
7.83K
$767K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.99K- 4.91% |
$150K - $173K
|
38.6K
$3.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
SELL
|
- |
-2K- 32.28% |
$151K - $174K
|
4.2K
$411K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.03K- 27.99% |
$153K - $176K
|
5.21K
$510K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.04K- 21.68% |
$154K - $177K
|
7.36K
$721K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.04K- 25.27% |
$154K - $177K
|
6.02K
$590K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.07K- 3.21% |
$156K - $180K
|
62.6K
$6.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.09K- 32.68% |
$158K - $182K
|
4.31K
$423K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.1K- 14.33% |
$158K - $182K
|
12.5K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 10.74% |
$160K - $185K
|
17.6K
$1.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.14K- 2.35% |
$162K - $186K
|
88.9K
$8.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 11.36% |
$162K - $187K
|
16.8K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.19K- 7.56% |
$165K - $190K
|
26.7K
$2.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.21K- 9.82% |
$166K - $192K
|
20.2K
$1.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.24K- 28.97% |
$169K - $195K
|
5.5K
$539K
|