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 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.6K+ 8.85% |
$422K - $486K
|
68.8K
$6.74M
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
5.53K+ 1.04% |
$417K - $481K
|
539K
$52.8M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5.49K+ 9.45% |
$414K - $477K
|
63.6K
$6.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
5.41K+ 8.06% |
$408K - $470K
|
72.5K
$7.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
5.4K+ 8.68% |
$408K - $470K
|
67.7K
$6.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
BUY
|
- |
5.31KNew |
$401K - $461K
|
5.31K
$520K
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
5.17KNew |
$390K - $449K
|
5.17K
$507K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.13K+ 3.59% |
$387K - $445K
|
148K
$14.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.11K+ 0.03% |
$386K - $444K
|
15.7M
$1.53B
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
5.06K+ 19.74% |
$381K - $439K
|
30.7K
$3M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 1.43% |
$378K - $435K
|
355K
$34.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.98KNew |
$376K - $433K
|
4.98K
$488K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.89K+ 2.18% |
$369K - $425K
|
229K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.88K+ 28.15% |
$368K - $424K
|
22.2K
$2.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.85K+ 8.22% |
$366K - $422K
|
63.9K
$6.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
4.84KNew |
$365K - $421K
|
4.84K
$475K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
4.83K+ 36.98% |
$364K - $419K
|
17.9K
$1.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
4.83K+ 19.56% |
$364K - $419K
|
29.5K
$2.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.7K+ 4.07% |
$355K - $409K
|
120K
$11.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.51K+ 6.05% |
$340K - $392K
|
79.1K
$7.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.5KNew |
$340K - $391K
|
4.5K
$441K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.5K+ 106.43% |
$340K - $391K
|
8.73K
$855K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
4.49K+ 4.22% |
$339K - $390K
|
111K
$10.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.45KNew |
$336K - $386K
|
4.45K
$436K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.42KNew |
$334K - $384K
|
4.42K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
4.33KNew |
$326K - $376K
|
4.33K
$424K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.31K+ 3.51% |
$325K - $374K
|
127K
$12.4M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.27KNew |
$322K - $371K
|
4.27K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
4.22KNew |
$318K - $366K
|
4.22K
$413K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.19KNew |
$316K - $364K
|
4.19K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.14K+ 77.42% |
$312K - $360K
|
9.48K
$929K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4.03K+ 55.14% |
$304K - $350K
|
11.3K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
3.98K+ 2.3% |
$300K - $345K
|
177K
$17.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
BUY
|
- |
3.83K+ 5.01% |
$289K - $332K
|
80.2K
$7.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.82K+ 3.68% |
$288K - $332K
|
108K
$10.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.72KNew |
$281K - $323K
|
3.72K
$364K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.71K+ 34.29% |
$280K - $322K
|
14.5K
$1.42M
|
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
3.64K+ 21.18% |
$275K - $316K
|
20.8K
$2.04M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
3.63KNew |
$274K - $315K
|
3.63K
$356K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.59K+ 2.67% |
$271K - $312K
|
138K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.58K+ 2.27% |
$270K - $311K
|
162K
$15.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.57K+ 2.4% |
$269K - $310K
|
152K
$14.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.52K+ 10.65% |
$265K - $305K
|
36.5K
$3.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.49K+ 8.79% |
$263K - $303K
|
43.2K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.47KNew |
$261K - $301K
|
3.47K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
3.46K+ 59.99% |
$261K - $301K
|
9.24K
$905K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.46KNew |
$261K - $301K
|
3.46K
$339K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.46KNew |
$261K - $301K
|
3.46K
$339K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.46K+ 48.46% |
$261K - $300K
|
10.6K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
3.44K+ 4.03% |
$260K - $299K
|
88.8K
$8.7M
|