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
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
798+ 5.27% |
$56.7K - $71.5K
|
15.9K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
796+ 4.39% |
$56.6K - $71.3K
|
18.9K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
795+ 19.75% |
$56.5K - $71.2K
|
4.82K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
788+ 4.64% |
$56K - $70.6K
|
17.8K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
784New |
$55.7K - $70.2K
|
784
$69.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
768+ 1.2% |
$54.6K - $68.8K
|
64.6K
$5.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
768+ 1.2% |
$54.6K - $68.8K
|
64.6K
$5.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
766+ 33.66% |
$54.4K - $68.6K
|
3.04K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
761+ 6.59% |
$54.1K - $68.1K
|
12.3K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
760+ 14.16% |
$54K - $68.1K
|
6.13K
$544K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
751+ 3.75% |
$53.4K - $67.2K
|
20.8K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
745+ 15.67% |
$52.9K - $66.7K
|
5.5K
$488K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
742+ 3.96% |
$52.7K - $66.4K
|
19.5K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
731+ 10.69% |
$51.9K - $65.5K
|
7.57K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
729+ 0.41% |
$51.8K - $65.3K
|
179K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
712+ 1.17% |
$50.6K - $63.8K
|
61.6K
$5.47M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
699+ 3.98% |
$49.7K - $62.6K
|
18.3K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
698New |
$49.6K - $62.5K
|
698
$61.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
695New |
$49.4K - $62.2K
|
695
$61.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
687+ 18.85% |
$48.8K - $61.5K
|
4.33K
$384K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
686+ 3.92% |
$48.7K - $61.4K
|
18.2K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
676+ 4.09% |
$48K - $60.5K
|
17.2K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
675New |
$48K - $60.4K
|
675
$59.9K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
674+ 3.32% |
$47.9K - $60.3K
|
21K
$1.86M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
671New |
$47.7K - $60.1K
|
671
$59.6K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
664+ 11.69% |
$47.2K - $59.5K
|
6.34K
$563K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
664+ 84.16% |
$47.2K - $59.5K
|
1.45K
$129K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
662+ 2.94% |
$47K - $59.3K
|
23.2K
$2.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
655+ 0.61% |
$46.5K - $58.6K
|
108K
$9.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
651+ 16.88% |
$46.3K - $58.3K
|
4.51K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
651New |
$46.3K - $58.3K
|
651
$57.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
649+ 2.92% |
$46.1K - $58.1K
|
22.9K
$2.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
619+ 3.02% |
$44K - $55.4K
|
21.1K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
617+ 2.91% |
$43.8K - $55.2K
|
21.8K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
612+ 2.84% |
$43.5K - $54.8K
|
22.2K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
604+ 13.89% |
$42.9K - $54.1K
|
4.95K
$440K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
599+ 6.85% |
$42.6K - $53.6K
|
9.35K
$829K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
596+ 10.14% |
$42.3K - $53.4K
|
6.48K
$575K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
591+ 174.85% |
$42K - $52.9K
|
929
$82.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
591+ 1.49% |
$42K - $52.9K
|
40.2K
$3.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
589+ 283.17% |
$41.8K - $52.7K
|
797
$70.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
586+ 40.0% |
$41.6K - $52.5K
|
2.05K
$182K
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
574+ 3.04% |
$40.8K - $51.4K
|
19.4K
$1.73M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
568+ 9.14% |
$40.4K - $50.9K
|
6.78K
$602K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
560+ 2.2% |
$39.8K - $50.1K
|
26K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
536+ 7.72% |
$38.1K - $48K
|
7.48K
$664K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
530New |
$37.7K - $47.5K
|
530
$47K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
526New |
$37.4K - $47.1K
|
526
$46.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
522+ 3.18% |
$37.1K - $46.7K
|
16.9K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
518New |
$36.8K - $46.4K
|
518
$46K
|