Purchases and Sales Made in Q3 2023 in Vanguard Specialized Funds Van (VNQ)

VNQ Quotes by TradingView

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 15, 2023 Q3 2023
Journey Advisory Group, LLC

BUY
 -
3.44K
+ 6.33%
$259K - $299K
57.7K $5.66M
Nov 15, 2023 Q3 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
3.43K
+ 2.13%
$259K - $298K
165K $16.1M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
3.41K
New
$258K - $297K
3.41K $334K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
3.41K
+ 6.43%
$257K - $296K
56.4K $5.52M
Nov 14, 2023 Q3 2023
Campion Asset Management

BUY
 -
3.39K
+ 5.61%
$256K - $294K
63.8K $6.25M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
3.35K
+ 9.38%
$253K - $291K
39.1K $3.83M
Oct 10, 2023 Q3 2023
Navalign, LLC

BUY
 -
3.34K
+ 2.25%
$252K - $290K
152K $14.9M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
3.29K
+ 63.1%
$248K - $286K
8.49K $832K
Nov 08, 2023 Q3 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
3.25K
New
$245K - $283K
3.25K $319K
Oct 17, 2023 Q3 2023
Quantitative Strategies, Inc.

Calabasas, CA
BUY
 -
3.25K
+ 4.36%
$245K - $282K
77.9K $7.63M
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
3.09K
+ 2.06%
$233K - $268K
153K $15M
Nov 08, 2023 Q3 2023
Idaho Trust Bank

Boise, ID
BUY
 -
3.08K
+ 10.43%
$232K - $268K
32.6K $3.19M
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
3.05K
+ 16.87%
$230K - $265K
21.1K $2.07M
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
3.02K
+ 6.49%
$228K - $262K
49.6K $4.86M
Nov 07, 2023 Q3 2023
Encompass Wealth Advisors, LLC

BUY
 -
3.01K
+ 12.35%
$227K - $262K
27.4K $2.68M
Oct 24, 2023 Q3 2023
Solitude Financial Services

BUY
 -
3.01K
+ 5.23%
$227K - $262K
60.6K $5.94M
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
2.97K
New
$224K - $258K
2.97K $291K
Nov 16, 2023 Q3 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
2.91K
New
$220K - $253K
2.91K $285K
Nov 06, 2023 Q3 2023
Hudock, Inc.

BUY
 -
2.9K
+ 1.85%
$219K - $252K
160K $15.7M
May 09, 2024 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
2.9K
+ 2.61%
$219K - $252K
114K $11.2M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
2.89K
New
$218K - $251K
2.89K $283K
Nov 03, 2023 Q3 2023
Strategic Wealth Investment Group, LLC

BUY
 -
2.88K
+ 5.12%
$218K - $251K
59.2K $5.8M
Nov 06, 2023 Q3 2023
Ardent Capital Management, Inc.

Cincinnati, OH
BUY
 -
2.87K
New
$217K - $249K
2.87K $281K
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
2.87K
+ 4.91%
$216K - $249K
61.3K $6M
Oct 18, 2023 Q3 2023
Liberty Capital Management, Inc.

BUY
 -
2.87K
+ 8.71%
$216K - $249K
35.8K $3.51M
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
2.8K
+ 7.06%
$211K - $243K
42.4K $4.16M
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
2.75K
+ 1.15%
$208K - $239K
242K $23.8M
Nov 07, 2023 Q3 2023
M. Kulyk & Associates, LLC

BUY
 -
2.75K
New
$207K - $239K
2.75K $269K
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
2.74K
New
$206K - $238K
2.74K $268K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
2.73K
+ 1.14%
$206K - $237K
242K $23.7M
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
2.72K
+ 2.09%
$205K - $237K
133K $13M
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.72K
+ 16.64%
$205K - $236K
19.1K $1.87M
Nov 13, 2023 Q3 2023
Magnolia Wealth Management, LLC

BUY
 -
2.71K
+ 3.5%
$205K - $236K
80.2K $7.85M
Nov 14, 2023 Q3 2023
Vestcor Inc

Fredericton, A3
BUY
 -
2.69K
New
$203K - $234K
2.69K $264K
Oct 31, 2023 Q3 2023
Leeward Financial Partners, LLC

BUY
 -
2.51K
+ 8.28%
$190K - $218K
32.8K $3.22M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
2.49K
+ 10.82%
$188K - $216K
25.5K $2.5M
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
2.48K
+ 1.47%
$187K - $216K
172K $16.8M
Nov 02, 2023 Q3 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
2.48K
+ 12.98%
$187K - $215K
21.6K $2.11M
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
2.4K
+ 4.96%
$181K - $208K
50.7K $4.97M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
2.39K
+ 4.05%
$180K - $208K
61.4K $6.01M
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
2.38K
+ 12.32%
$179K - $207K
21.7K $2.12M
Nov 08, 2023 Q3 2023
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
2.33K
+ 9.9%
$176K - $203K
25.9K $2.54M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
2.32K
+ 18.14%
$175K - $202K
15.1K $1.48M
Oct 30, 2023 Q3 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
2.28K
+ 74.71%
$172K - $198K
5.33K $523K
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

BUY
 -
2.28K
+ 1.42%
$172K - $198K
162K $15.9M
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
2.27K
+ 3.09%
$171K - $197K
75.9K $7.43M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
2.27K
+ 19.29%
$171K - $197K
14K $1.37M
Nov 14, 2023 Q3 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
2.26K
+ 3.05%
$171K - $197K
76.4K $7.48M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
2.24K
New
$169K - $195K
2.24K $219K

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