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 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
307+ 0.66% |
$21.8K - $27.5K
|
46.8K
$4.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
307New |
$21.8K - $27.5K
|
307
$27.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
304+ 6.83% |
$21.6K - $27.2K
|
4.75K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
297+ 44.8% |
$21.1K - $26.6K
|
960
$85.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
289+ 1.18% |
$20.5K - $25.9K
|
24.9K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
289+ 1.49% |
$20.5K - $25.9K
|
19.7K
$1.76M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
286+ 1.68% |
$20.3K - $25.6K
|
17.3K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
283+ 264.49% |
$20.1K - $25.3K
|
390
$34.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
282+ 1.57% |
$20K - $25.3K
|
18.3K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
277+ 1.09% |
$19.7K - $24.8K
|
25.7K
$2.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
276+ 0.19% |
$19.6K - $24.7K
|
147K
$13.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
274+ 2.78% |
$19.5K - $24.5K
|
10.1K
$901K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
261+ 0.43% |
$18.5K - $23.4K
|
61.5K
$5.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
260New |
$18.5K - $23.3K
|
260
$23.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
257+ 2.57% |
$18.3K - $23K
|
10.2K
$912K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
256+ 0.31% |
$18.2K - $22.9K
|
82.3K
$7.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
251+ 0.52% |
$17.8K - $22.5K
|
48.1K
$4.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
249+ 13.82% |
$17.7K - $22.3K
|
2.05K
$183K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
248+ 4.02% |
$17.6K - $22.2K
|
6.41K
$571K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
243New |
$17.3K - $21.8K
|
243
$21.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
239+ 1.92% |
$17K - $21.4K
|
12.7K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
235+ 3.34% |
$16.7K - $21K
|
7.27K
$647K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
222+ 3.17% |
$15.8K - $19.9K
|
7.22K
$643K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
215+ 6.67% |
$15.3K - $19.3K
|
3.44K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
214+ 6.58% |
$15.2K - $19.2K
|
3.47K
$309K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
212New |
$15.1K - $19K
|
212
$18.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
212+ 4.14% |
$15.1K - $19K
|
5.34K
$475K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
209+ 2.1% |
$14.8K - $18.7K
|
10.1K
$904K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
205+ 2.21% |
$14.6K - $18.4K
|
9.49K
$846K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
203+ 3.2% |
$14.4K - $18.2K
|
6.54K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
202New |
$14.4K - $18.1K
|
202
$18K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
201+ 105.79% |
$14.3K - $18K
|
391
$34.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
199+ 1.14% |
$14.1K - $17.8K
|
17.7K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
196+ 0.27% |
$13.9K - $17.5K
|
72.4K
$6.45M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
195+ 12.1% |
$13.9K - $17.5K
|
1.81K
$161K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
195+ 6.02% |
$13.9K - $17.5K
|
3.44K
$306K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
193New |
$13.7K - $17.3K
|
193
$17.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
193New |
$13.7K - $17.3K
|
193
$17.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
192+ 2.24% |
$13.6K - $17.2K
|
8.77K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
191+ 0.72% |
$13.6K - $17.1K
|
26.6K
$2.37M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
188+ 5.43% |
$13.4K - $16.8K
|
3.65K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
176+ 1.3% |
$12.5K - $15.8K
|
13.7K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
175+ 2.19% |
$12.4K - $15.7K
|
8.17K
$728K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
169+ 19.4% |
$12K - $15.1K
|
1.04K
$92.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
168+ 6.26% |
$11.9K - $15K
|
2.85K
$254K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
167+ 100.0% |
$11.9K - $15K
|
334
$29.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
166+ 2.99% |
$11.8K - $14.9K
|
5.72K
$510K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
162+ 11.31% |
$11.5K - $14.5K
|
1.59K
$142K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
156+ 1.06% |
$11.1K - $14K
|
14.9K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
156+ 0.99% |
$11.1K - $14K
|
15.9K
$1.41M
|