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 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.48K- 29.36% |
$262K - $302K
|
8.37K
$820K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-3.57K- 49.24% |
$270K - $310K
|
3.68K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.64K- 3.32% |
$274K - $316K
|
106K
$10.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.74K- 61.15% |
$282K - $325K
|
2.38K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.77K- 14.29% |
$284K - $328K
|
22.6K
$2.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-3.8K- 9.33% |
$287K - $330K
|
36.9K
$3.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-3.8K- 34.27% |
$287K - $330K
|
7.29K
$714K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.05K- 4.66% |
$306K - $352K
|
83K
$8.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.14K- 5.99% |
$312K - $359K
|
64.8K
$6.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-4.18K- 15.65% |
$315K - $363K
|
22.5K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4.21K- 48.34% |
$317K - $365K
|
4.49K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.29K- 6.76% |
$324K - $373K
|
59.2K
$5.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.34K- 2.19% |
$327K - $377K
|
194K
$19M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-4.39K- 7.72% |
$331K - $382K
|
52.5K
$5.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-4.46K- 58.68% |
$336K - $387K
|
3.14K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.48K- 2.45% |
$338K - $390K
|
178K
$17.5M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.54KClosed |
$343K - $395K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.6K- 2.08% |
$347K - $400K
|
216K
$21.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-4.61K- 12.25% |
$348K - $400K
|
33K
$3.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-4.66K- 21.76% |
$352K - $405K
|
16.8K
$1.64M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.73K- 2.25% |
$357K - $411K
|
206K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.79K- 20.66% |
$361K - $416K
|
18.4K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.81K- 11.92% |
$362K - $418K
|
35.5K
$3.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4.85K- 11.55% |
$366K - $422K
|
37.2K
$3.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.89K- 3.69% |
$369K - $425K
|
128K
$12.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.11K- 6.71% |
$386K - $444K
|
71.1K
$6.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-5.16K- 4.63% |
$389K - $449K
|
106K
$10.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.18K- 2.34% |
$390K - $450K
|
216K
$21.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.31K- 0.33% |
$400K - $461K
|
1.59M
$156M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-5.36K- 1.49% |
$404K - $466K
|
354K
$34.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.39K- 5.76% |
$406K - $468K
|
88.2K
$8.64M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-5.46K- 35.92% |
$412K - $475K
|
9.75K
$955K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.5K- 2.33% |
$415K - $478K
|
231K
$22.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.58K- 9.22% |
$421K - $485K
|
55K
$5.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.65K- 5.86% |
$426K - $491K
|
90.7K
$8.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.65K- 13.15% |
$426K - $491K
|
37.3K
$3.66M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-5.76K- 11.88% |
$435K - $500K
|
42.7K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.99K- 28.28% |
$452K - $520K
|
15.2K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.07K- 48.03% |
$458K - $528K
|
6.57K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.08K- 2.07% |
$458K - $528K
|
288K
$28.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.2K- 9.91% |
$468K - $539K
|
56.4K
$5.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-6.38K- 9.33% |
$481K - $554K
|
61.9K
$6.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6.44K- 31.41% |
$486K - $560K
|
14.1K
$1.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6.46K- 12.53% |
$487K - $561K
|
45.1K
$4.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-6.48K- 44.32% |
$489K - $563K
|
8.14K
$797K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.5K- 26.23% |
$490K - $565K
|
18.3K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.82K- 9.64% |
$515K - $593K
|
63.9K
$6.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-7.06K- 19.18% |
$533K - $614K
|
29.8K
$2.92M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-7.07K- 36.66% |
$533K - $614K
|
12.2K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-7.29K- 27.23% |
$550K - $634K
|
19.5K
$1.91M
|