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 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
154New |
$10.9K - $13.8K
|
154
$13.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
153+ 288.68% |
$10.9K - $13.7K
|
206
$18.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
151New |
$10.7K - $13.5K
|
151
$13.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
149+ 5.49% |
$10.6K - $13.3K
|
2.87K
$255K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
147+ 3.78% |
$10.4K - $13.2K
|
4.04K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
147+ 3.38% |
$10.4K - $13.2K
|
4.49K
$400K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
141+ 1.53% |
$10K - $12.6K
|
9.33K
$831K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
140+ 164.71% |
$9.95K - $12.5K
|
225
$20K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
139+ 1.56% |
$9.88K - $12.4K
|
9.05K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
137+ 1.42% |
$9.73K - $12.3K
|
9.78K
$871K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
136+ 1.96% |
$9.66K - $12.2K
|
7.08K
$631K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
133+ 1.77% |
$9.45K - $11.9K
|
7.64K
$681K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
131New |
$9.31K - $11.7K
|
131
$11.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
127+ 2.3% |
$9.02K - $11.4K
|
5.66K
$504K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
126+ 1.12% |
$8.95K - $11.3K
|
11.3K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
123+ 3.47% |
$8.74K - $11K
|
3.67K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
121+ 0.37% |
$8.6K - $10.8K
|
32.9K
$2.93M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
118+ 11.36% |
$8.38K - $10.6K
|
1.16K
$103K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
117+ 1.57% |
$8.31K - $10.5K
|
7.59K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
116+ 0.39% |
$8.24K - $10.4K
|
29.8K
$2.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
114+ 2.07% |
$8.1K - $10.2K
|
5.62K
$501K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
114+ 1.25% |
$8.1K - $10.2K
|
9.21K
$820K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
112+ 2.88% |
$7.96K - $10K
|
4.01K
$357K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
111+ 1.52% |
$7.89K - $9.94K
|
7.43K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
111+ 2.01% |
$7.89K - $9.94K
|
5.63K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
108New |
$7.67K - $9.67K
|
108
$9.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
107+ 3.43% |
$7.6K - $9.58K
|
3.22K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
105+ 1.99% |
$7.46K - $9.4K
|
5.38K
$479K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
105New |
$7.46K - $9.4K
|
105
$9.35K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
103+ 0.52% |
$7.32K - $9.22K
|
19.8K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
103+ 3.47% |
$7.32K - $9.22K
|
3.07K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
101New |
$7.18K - $9.04K
|
101
$9K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
101+ 2.2% |
$7.18K - $9.04K
|
4.69K
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
99+ 0.23% |
$7.03K - $8.86K
|
43.1K
$3.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
93+ 2.28% |
$6.61K - $8.33K
|
4.17K
$372K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
92+ 0.25% |
$6.54K - $8.24K
|
37.3K
$3.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
92New |
$6.54K - $8.24K
|
92
$8.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
91+ 1.85% |
$6.47K - $8.15K
|
5.01K
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
91+ 3.97% |
$6.47K - $8.15K
|
2.38K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
87New |
$6.18K - $7.79K
|
87
$7.75K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
86+ 0.8% |
$6.11K - $7.7K
|
10.8K
$964K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
85+ 1.32% |
$6.04K - $7.61K
|
6.51K
$580K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
84New |
$5.97K - $7.52K
|
84
$7.48K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
82+ 2.38% |
$5.83K - $7.34K
|
3.52K
$314K
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
80+ 0.95% |
$5.68K - $7.16K
|
8.51K
$758K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
79+ 2.12% |
$5.61K - $7.07K
|
3.8K
$339K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
77+ 0.27% |
$5.47K - $6.89K
|
28.8K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
76+ 2.18% |
$5.4K - $6.81K
|
3.56K
$317K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
76+ 25.33% |
$5.4K - $6.81K
|
376
$33.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
75+ 1.68% |
$5.33K - $6.72K
|
4.55K
$405K
|