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 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.25K- 5.3% |
$170K - $196K
|
40.3K
$3.94M
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-2.28K- 23.77% |
$172K - $198K
|
7.3K
$715K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.28K- 21.13% |
$172K - $198K
|
8.52K
$835K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-2.29K- 28.24% |
$173K - $199K
|
5.82K
$570K
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.33K- 20.64% |
$176K - $203K
|
8.97K
$879K
|
|
Oct 10, 2023
Q3 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-2.34K- 1.81% |
$176K - $203K
|
127K
$12.4M
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.38K- 44.4% |
$180K - $207K
|
2.98K
$292K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.4K- 2.81% |
$181K - $209K
|
83.1K
$8.14M
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.4KClosed |
$181K - $209K
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.41K- 17.8% |
$181K - $209K
|
11.1K
$1.09M
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2.41K- 21.22% |
$182K - $209K
|
8.93K
$875K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.41KClosed |
$182K - $209K
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.42K- 15.05% |
$183K - $211K
|
13.7K
$1.34M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-2.46K- 5.45% |
$186K - $214K
|
42.7K
$4.18M
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.47K- 6.42% |
$186K - $215K
|
36K
$3.53M
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.48K- 6.89% |
$187K - $215K
|
33.5K
$3.28M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.49K- 9.71% |
$188K - $216K
|
23.1K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.51K- 12.56% |
$189K - $218K
|
17.5K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 4.61% |
$191K - $220K
|
52.3K
$5.12M
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.53K- 6.14% |
$191K - $220K
|
38.7K
$3.79M
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.56K- 42.74% |
$193K - $223K
|
3.43K
$336K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.58K- 13.21% |
$194K - $224K
|
16.9K
$1.66M
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.64K- 17.12% |
$199K - $229K
|
12.8K
$1.25M
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-2.64K- 11.01% |
$199K - $229K
|
21.3K
$2.09M
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.65K- 2.98% |
$200K - $230K
|
86.2K
$8.44M
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.66K- 18.25% |
$201K - $231K
|
11.9K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
SELL
|
- |
-2.69K- 3.73% |
$203K - $233K
|
69.4K
$6.79M
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.7K- 4.34% |
$204K - $235K
|
59.6K
$5.84M
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.73K- 7.12% |
$206K - $237K
|
35.6K
$3.49M
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.76K- 32.92% |
$208K - $239K
|
5.61K
$550K
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.8K- 18.54% |
$211K - $243K
|
12.3K
$1.21M
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.81K- 18.93% |
$212K - $245K
|
12.1K
$1.18M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.92K- 3.59% |
$221K - $254K
|
78.6K
$7.7M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.93K- 5.47% |
$221K - $254K
|
50.5K
$4.95M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.96K- 9.66% |
$223K - $257K
|
27.7K
$2.72M
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-3K- 2.02% |
$226K - $261K
|
146K
$14.3M
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-3.01K- 4.27% |
$227K - $262K
|
67.5K
$6.61M
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-3.06K- 14.21% |
$231K - $266K
|
18.5K
$1.81M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.11K- 7.68% |
$234K - $270K
|
37.3K
$3.66M
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-3.11K- 32.64% |
$235K - $270K
|
6.42K
$629K
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.15K- 12.41% |
$237K - $274K
|
22.2K
$2.18M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.24K- 2.84% |
$244K - $281K
|
111K
$10.8M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.27K- 11.22% |
$247K - $284K
|
25.9K
$2.54M
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.31K- 5.45% |
$250K - $288K
|
57.4K
$5.62M
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.35K- 6.26% |
$253K - $291K
|
50.2K
$4.91M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.37K- 5.42% |
$255K - $293K
|
58.8K
$5.76M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-3.41K- 7.71% |
$257K - $296K
|
40.8K
$4M
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.43K- 9.91% |
$259K - $298K
|
31.2K
$3.05M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.44K- 3.95% |
$260K - $299K
|
83.6K
$8.19M
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-3.45K- 13.06% |
$260K - $299K
|
22.9K
$2.25M
|