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 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.42KNew |
$107K - $124K
|
1.42K
$139K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
1.42K+ 2.8% |
$107K - $123K
|
52.2K
$5.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
1.41K+ 5.6% |
$106K - $122K
|
26.5K
$2.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.4K+ 424.24% |
$106K - $122K
|
1.73K
$169K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.39K+ 17.38% |
$105K - $121K
|
9.38K
$919K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.37K+ 4.64% |
$104K - $119K
|
30.9K
$3.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.37K+ 3.58% |
$103K - $119K
|
39.6K
$3.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.36K+ 8.55% |
$102K - $118K
|
17.2K
$1.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.35K+ 19.87% |
$102K - $118K
|
8.16K
$800K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.34K+ 34.29% |
$101K - $116K
|
5.23K
$513K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.34K+ 5.55% |
$101K - $116K
|
25.4K
$2.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Trustees Of The Smith College
|
BUY
|
- |
1.32K+ 0.95% |
$99.6K - $115K
|
141K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.32K+ 3.06% |
$99.4K - $115K
|
44.3K
$4.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.31K+ 3.56% |
$98.6K - $114K
|
38K
$3.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
1.31K+ 3.53% |
$98.5K - $113K
|
38.4K
$3.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29K+ 7.44% |
$97.2K - $112K
|
18.6K
$1.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.27K+ 2.77% |
$95.7K - $110K
|
47.1K
$4.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.27K+ 26.66% |
$95.7K - $110K
|
6.03K
$590K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.26K+ 28.14% |
$94.7K - $109K
|
5.72K
$560K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.25K+ 23.94% |
$94.5K - $109K
|
6.49K
$636K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.22K+ 3.44% |
$92K - $106K
|
36.7K
$3.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.21K+ 1.75% |
$91.6K - $105K
|
70.7K
$6.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.21K+ 1438.1% |
$91.1K - $105K
|
1.29K
$127K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.2K+ 15.69% |
$90.6K - $104K
|
8.86K
$868K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.17K+ 20.55% |
$88.3K - $102K
|
6.87K
$673K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.17KNew |
$88.2K - $102K
|
1.17K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
1.16K+ 2.27% |
$87.4K - $101K
|
52.2K
$5.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.16K+ 4.25% |
$87.1K - $100K
|
28.3K
$2.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
1.15K+ 0.98% |
$86.8K - $99.9K
|
119K
$11.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.11K+ 13.17% |
$83.9K - $96.6K
|
9.56K
$936K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.1K+ 3.56% |
$82.8K - $95.3K
|
31.9K
$3.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.09KNew |
$82.5K - $95K
|
1.09K
$107K
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.09K+ 2.28% |
$82.2K - $94.6K
|
48.8K
$4.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 17.45% |
$82K - $94.4K
|
7.32K
$717K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.09K+ 5.69% |
$81.9K - $94.3K
|
20.2K
$1.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.08KNew |
$81.6K - $93.9K
|
1.08K
$106K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.04K+ 4.4% |
$78.1K - $89.9K
|
24.6K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.03K+ 6.57% |
$78K - $89.8K
|
16.8K
$1.64M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.03K+ 4.03% |
$77.5K - $89.2K
|
26.5K
$2.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.02K+ 3.57% |
$76.8K - $88.5K
|
29.5K
$2.89M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.02K+ 5.35% |
$76.7K - $88.4K
|
20K
$1.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Regis Management CO LLC
|
BUY
|
- |
1K+ 1.5% |
$75.4K - $86.9K
|
67.5K
$6.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1K+ 35.29% |
$75.4K - $86.9K
|
3.83K
$376K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
994+ 21.96% |
$75K - $86.4K
|
5.52K
$541K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
981+ 23.26% |
$74K - $85.2K
|
5.2K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
966+ 1.53% |
$72.9K - $83.9K
|
63.9K
$6.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
959+ 5.27% |
$72.3K - $83.3K
|
19.2K
$1.88M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
957+ 22.67% |
$72.2K - $83.2K
|
5.18K
$507K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
952+ 21.61% |
$71.8K - $82.7K
|
5.36K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
946New |
$71.4K - $82.2K
|
946
$92.7K
|