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 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.39K+ 2.48% |
$99K - $125K
|
57.6K
$5.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.38K+ 6875.0% |
$97.7K - $123K
|
1.4K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.34K+ 8.67% |
$95.1K - $120K
|
16.8K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.34K+ 182.02% |
$94.9K - $120K
|
2.07K
$184K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.33K+ 3.27% |
$94.4K - $119K
|
41.9K
$3.72M
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.31K+ 1.8% |
$93.4K - $118K
|
74.2K
$6.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.31K+ 23.71% |
$92.7K - $117K
|
6.81K
$604K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.3K+ 3.53% |
$92.4K - $116K
|
38.1K
$3.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.3K+ 6.98% |
$92.3K - $116K
|
19.9K
$1.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 8.51% |
$91.8K - $116K
|
16.5K
$1.46M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.25K+ 14.32% |
$89K - $112K
|
10K
$888K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.24K+ 6.13% |
$87.8K - $111K
|
21.4K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.22K+ 4.35% |
$86.3K - $109K
|
29.1K
$2.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.19K+ 4.88% |
$84.5K - $106K
|
25.6K
$2.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.18K+ 5.06% |
$84.1K - $106K
|
24.6K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
1.17K+ 2.79% |
$83.3K - $105K
|
43.2K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$82.5K - $104K
|
1.16K
$103K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.15K+ 1.35% |
$81.8K - $103K
|
86.3K
$7.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.11KNew |
$78.9K - $99.4K
|
1.11K
$98.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$78.2K - $98.5K
|
1.1K
$97.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.1KNew |
$78.2K - $98.5K
|
1.1K
$97.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.08K+ 4.98% |
$76.7K - $96.6K
|
22.7K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.07KNew |
$76.1K - $95.9K
|
1.07K
$95.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.07KNew |
$76K - $95.8K
|
1.07K
$95K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.03K+ 7.01% |
$73.3K - $92.4K
|
15.8K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.02K+ 12.78% |
$72.5K - $91.3K
|
9K
$799K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
1K+ 30.71% |
$71.1K - $89.5K
|
4.26K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
1KNew |
$71.1K - $89.5K
|
1K
$88.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
998+ 3.02% |
$70.9K - $89.4K
|
34.1K
$3.02M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
991New |
$70.4K - $88.7K
|
991
$88K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
977+ 26.27% |
$69.4K - $87.5K
|
4.7K
$417K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
971+ 66.78% |
$69K - $86.9K
|
2.43K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
969+ 2.3% |
$68.8K - $86.8K
|
43.1K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
968+ 13.07% |
$68.8K - $86.7K
|
8.38K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
959+ 10.3% |
$68.1K - $85.9K
|
10.3K
$911K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
934+ 0.58% |
$66.4K - $83.6K
|
161K
$14.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
912New |
$64.8K - $81.7K
|
912
$80.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
911+ 28.91% |
$64.7K - $81.6K
|
4.06K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
874+ 18.09% |
$62.1K - $78.3K
|
5.71K
$506K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
865+ 3.36% |
$61.5K - $77.5K
|
26.6K
$2.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
847+ 5.48% |
$60.2K - $75.8K
|
16.3K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
845+ 49.27% |
$60K - $75.7K
|
2.56K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
838+ 2.16% |
$59.5K - $75K
|
39.6K
$3.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
831+ 3.96% |
$59K - $74.4K
|
21.8K
$1.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
827+ 2.24% |
$58.8K - $74K
|
37.7K
$3.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
825+ 13.9% |
$58.6K - $73.9K
|
6.76K
$600K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
824+ 10.09% |
$58.5K - $73.8K
|
8.99K
$798K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
821+ 1.68% |
$58.3K - $73.5K
|
49.7K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
809+ 24.08% |
$57.5K - $72.4K
|
4.17K
$370K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
798New |
$56.7K - $71.5K
|
798
$70.8K
|