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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
508+ 6.88% |
$36.1K - $45.5K
|
7.9K
$703K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
500+ 0.28% |
$35.5K - $44.8K
|
180K
$16.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
496New |
$35.2K - $44.4K
|
496
$44.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
495+ 2.35% |
$35.2K - $44.3K
|
21.6K
$1.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
494+ 1.35% |
$35.1K - $44.2K
|
37.2K
$3.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
475+ 2.47% |
$33.7K - $42.5K
|
19.7K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
474+ 0.24% |
$33.7K - $42.4K
|
198K
$17.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
460New |
$32.7K - $41.2K
|
460
$41K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
459+ 5.38% |
$32.6K - $41.1K
|
8.98K
$800K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
458+ 6.47% |
$32.5K - $41K
|
7.53K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
455+ 2.09% |
$32.3K - $40.7K
|
22.2K
$1.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
453+ 2.18% |
$32.2K - $40.6K
|
21.2K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
450New |
$32K - $40.3K
|
450
$40.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
449New |
$31.9K - $40.2K
|
449
$40K
|
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
442+ 2.12% |
$31.4K - $39.6K
|
21.3K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
436+ 1.78% |
$31K - $39K
|
24.9K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
434+ 2.67% |
$30.8K - $38.9K
|
16.7K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
432+ 0.15% |
$30.7K - $38.7K
|
291K
$25.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
431+ 1.46% |
$30.6K - $38.6K
|
29.9K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
429+ 0.69% |
$30.5K - $38.4K
|
62.9K
$5.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
423+ 2.61% |
$30.1K - $37.9K
|
16.6K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
411New |
$29.2K - $36.8K
|
411
$36.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
400+ 833.33% |
$28.4K - $35.8K
|
448
$39.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
391+ 10.06% |
$27.8K - $35K
|
4.28K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
388+ 3.67% |
$27.6K - $34.7K
|
11K
$978K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
382New |
$27.1K - $34.2K
|
382
$34K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
378+ 2.13% |
$26.9K - $33.8K
|
18.1K
$1.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
375+ 2.17% |
$26.6K - $33.6K
|
17.7K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
375+ 13.78% |
$26.6K - $33.6K
|
3.1K
$276K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
371New |
$26.4K - $33.2K
|
371
$33K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
366+ 6.05% |
$26K - $32.8K
|
6.41K
$571K
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
361+ 3.69% |
$25.6K - $32.3K
|
10.2K
$905K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
354+ 0.56% |
$25.2K - $31.7K
|
64K
$5.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
353+ 3.72% |
$25.1K - $31.6K
|
9.84K
$876K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
352+ 4.57% |
$25K - $31.5K
|
8.06K
$718K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
346+ 8.99% |
$24.6K - $31K
|
4.19K
$374K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
343+ 1.2% |
$24.4K - $30.7K
|
28.8K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
337+ 3.72% |
$23.9K - $30.2K
|
9.4K
$838K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
335+ 3.78% |
$23.8K - $30K
|
9.19K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
335+ 1.3% |
$23.8K - $30K
|
26.2K
$2.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
333+ 3.93% |
$23.7K - $29.8K
|
8.81K
$784K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
327+ 1.84% |
$23.2K - $29.3K
|
18.1K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
323+ 4.02% |
$22.9K - $28.9K
|
8.36K
$745K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
323+ 4.61% |
$22.9K - $28.9K
|
7.32K
$652K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
321+ 4.24% |
$22.8K - $28.7K
|
7.89K
$703K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
320+ 11.07% |
$22.7K - $28.7K
|
3.21K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
320+ 2.05% |
$22.7K - $28.7K
|
15.9K
$1.42M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
315+ 3.18% |
$22.4K - $28.2K
|
10.2K
$910K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
312+ 1.56% |
$22.2K - $27.9K
|
20.4K
$1.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
310+ 0.48% |
$22K - $27.8K
|
65.2K
$5.8M
|