Purchases and Sales Made in Q4 2023 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.55M+ 87.46% |
$323M - $407M
|
9.75M
$865M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.74M+ 601.64% |
$266M - $335M
|
4.36M
$387M
|
|
|
Feb 14, 2024
Q4 2023
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
1.7MNew |
$121M - $152M
|
1.7M
$151M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.16M+ 3938.38% |
$82.4M - $104M
|
1.19M
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
911KNew |
$64.8M - $81.6M
|
911K
$80.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
872K+ 7.29% |
$62M - $78.1M
|
12.8M
$1.14B
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
778K+ 48.97% |
$55.3M - $69.7M
|
2.37M
$210M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
706K+ 59.72% |
$50.1M - $63.2M
|
1.89M
$167M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
699K+ 3893.69% |
$49.6M - $62.6M
|
717K
$63.6M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
678K+ 6.79% |
$48.2M - $60.7M
|
10.7M
$946M
|
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
540KNew |
$38.4M - $48.4M
|
540K
$47.9M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
457KNew |
$32.5M - $40.9M
|
457K
$40.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
367KNew |
$26.1M - $32.9M
|
367K
$32.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
338K+ 159.15% |
$24M - $30.2M
|
550K
$48.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
311K+ 367.44% |
$22.1M - $27.8M
|
395K
$35.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
221K+ 2.97% |
$15.7M - $19.8M
|
7.67M
$681M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
221K+ 53.44% |
$15.7M - $19.8M
|
634K
$56.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
213K+ 42.2% |
$15.2M - $19.1M
|
719K
$63.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
201KNew |
$14.3M - $18M
|
201K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
200K+ 9.42% |
$14.2M - $17.9M
|
2.32M
$206M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
160K+ 72.88% |
$11.4M - $14.3M
|
380K
$33.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
151K+ 481.68% |
$10.8M - $13.6M
|
183K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
143KNew |
$10.1M - $12.8M
|
143K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
137K+ 96.3% |
$9.74M - $12.3M
|
280K
$24.8M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
125K+ 653.48% |
$8.89M - $11.2M
|
144K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
117K+ 330.38% |
$8.29M - $10.4M
|
152K
$13.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
115K+ 2382.35% |
$8.14M - $10.3M
|
119K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
111K+ 212.98% |
$7.9M - $9.95M
|
163K
$14.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
103KNew |
$7.28M - $9.18M
|
103K
$9.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
98.9K+ 7.53% |
$7.02M - $8.85M
|
1.41M
$125M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
98.1K+ 44.22% |
$6.97M - $8.78M
|
320K
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
94.9K+ 48.0% |
$6.74M - $8.49M
|
293K
$26M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
92.4K+ 9.52% |
$6.57M - $8.28M
|
1.06M
$94.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
92.1K+ 99.23% |
$6.54M - $8.24M
|
185K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
91.3K+ 742.28% |
$6.49M - $8.18M
|
104K
$9.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
91KNew |
$6.46M - $8.15M
|
91K
$8.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
90.9KNew |
$6.46M - $8.14M
|
90.9K
$8.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
89.8K+ 505.48% |
$6.38M - $8.04M
|
108K
$9.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
87.1K+ 0.85% |
$6.19M - $7.8M
|
10.3M
$918M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
86.3K+ 12581.92% |
$6.13M - $7.73M
|
87K
$7.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
85.3KNew |
$6.06M - $7.64M
|
85.3K
$7.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
84.3KNew |
$5.99M - $7.55M
|
84.3K
$7.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
82.1K+ 11.12% |
$5.83M - $7.35M
|
820K
$72.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
81.9K+ 23.09% |
$5.82M - $7.34M
|
437K
$38.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
79.1K+ 1440.54% |
$5.62M - $7.08M
|
84.6K
$7.5M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
78.6KNew |
$5.58M - $7.03M
|
78.6K
$6.97M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
77.8KNew |
$5.52M - $6.96M
|
77.8K
$6.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
76.6KNew |
$5.44M - $6.86M
|
76.6K
$6.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
70.3K+ 108.54% |
$4.99M - $6.29M
|
135K
$12M
|
|
|
Jan 09, 2024
Q4 2023
|
Polianta LTD
|
BUY
|
- |
69KNew |
$4.9M - $6.18M
|
69K
$6.12M
|