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 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.24K+ 7.49% |
$159K - $201K
|
32.2K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.22K+ 29.32% |
$158K - $199K
|
9.78K
$868K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.21K+ 19.61% |
$157K - $198K
|
13.5K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
2.2K+ 2.3% |
$157K - $197K
|
98K
$8.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.19KNew |
$156K - $196K
|
2.19K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.19K+ 13.47% |
$155K - $196K
|
18.4K
$1.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.17K+ 35.99% |
$154K - $194K
|
8.2K
$728K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.13K+ 4.7% |
$152K - $191K
|
47.6K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.13KNew |
$151K - $191K
|
2.13K
$189K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
2.13KNew |
$151K - $191K
|
2.13K
$189K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.07K+ 13.18% |
$147K - $185K
|
17.7K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.04K+ 9.31% |
$145K - $183K
|
24K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
BUY
|
- |
2.03K+ 1.5% |
$144K - $182K
|
137K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.97K+ 3.97% |
$140K - $176K
|
51.5K
$4.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.95K+ 2.74% |
$138K - $174K
|
73.1K
$6.48M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.91KNew |
$136K - $171K
|
1.91K
$170K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.89KNew |
$134K - $169K
|
1.89K
$167K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.88K+ 44.25% |
$134K - $169K
|
6.14K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.88K+ 7.78% |
$134K - $168K
|
26.1K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.87K+ 10.36% |
$133K - $167K
|
19.9K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.84K+ 66.14% |
$131K - $165K
|
4.62K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.82K+ 0.98% |
$129K - $163K
|
188K
$16.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.81K+ 11.19% |
$129K - $162K
|
18K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.81K+ 5.15% |
$129K - $162K
|
37K
$3.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
1.8K+ 6.17% |
$128K - $161K
|
31K
$2.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.8K+ 5.62% |
$128K - $161K
|
33.7K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.75K+ 58.91% |
$124K - $157K
|
4.73K
$419K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.73K+ 47.98% |
$123K - $155K
|
5.34K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.72K+ 66.36% |
$122K - $154K
|
4.31K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Trustees Of The Smith College
|
BUY
|
- |
1.7K+ 1.21% |
$121K - $152K
|
142K
$12.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.67K+ 19.59% |
$119K - $150K
|
10.2K
$905K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.64K+ 5.0% |
$117K - $147K
|
34.5K
$3.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.63K+ 3.47% |
$116K - $146K
|
48.7K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.63K+ 4.39% |
$116K - $146K
|
38.8K
$3.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.6K+ 11.01% |
$114K - $144K
|
16.2K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.59K+ 2.04% |
$113K - $142K
|
79.6K
$7.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.59K+ 7.53% |
$113K - $142K
|
22.7K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.56K+ 243.99% |
$111K - $140K
|
2.21K
$196K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.55K+ 6.92% |
$110K - $139K
|
23.9K
$2.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
1.54K+ 29.45% |
$110K - $138K
|
6.78K
$602K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.54K+ 35.61% |
$109K - $138K
|
5.87K
$521K
|
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
1.53K+ 2.17% |
$109K - $137K
|
72.1K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.53K+ 7.42% |
$108K - $137K
|
22.1K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.51K+ 1711.36% |
$107K - $135K
|
1.59K
$141K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.5KNew |
$107K - $134K
|
1.5K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
1.5KNew |
$107K - $134K
|
1.5K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.49K+ 16.7% |
$106K - $134K
|
10.4K
$926K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.49K+ 26.68% |
$106K - $133K
|
7.07K
$627K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.41K+ 15.25% |
$100K - $126K
|
10.6K
$945K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.4K+ 7.63% |
$99.6K - $126K
|
19.8K
$1.75M
|