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
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
75+ 2.22% |
$5.33K - $6.72K
|
3.45K
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
74+ 0.84% |
$5.26K - $6.63K
|
8.9K
$793K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
70+ 2.25% |
$4.97K - $6.27K
|
3.18K
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
70+ 1.62% |
$4.97K - $6.27K
|
4.38K
$391K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
67New |
$4.76K - $6K
|
67
$5.97K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
65+ 1.42% |
$4.62K - $5.82K
|
4.64K
$413K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
64+ 0.08% |
$4.55K - $5.73K
|
76.4K
$6.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
64+ 0.55% |
$4.55K - $5.73K
|
11.8K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
62+ 1.47% |
$4.41K - $5.55K
|
4.28K
$381K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
62New |
$4.41K - $5.55K
|
62
$5.52K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
57+ 0.95% |
$4.05K - $5.1K
|
6.07K
$541K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
56+ 1.79% |
$3.98K - $5.01K
|
3.18K
$283K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
55New |
$3.91K - $4.92K
|
55
$4.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
55+ 0.87% |
$3.91K - $4.92K
|
6.36K
$567K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
52+ 0.96% |
$3.69K - $4.66K
|
5.46K
$486K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
51+ 1.8% |
$3.62K - $4.57K
|
2.88K
$257K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
50+ 5.26% |
$3.55K - $4.48K
|
1K
$89.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
BUY
|
- |
49+ 0.6% |
$3.48K - $4.39K
|
8.26K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
49+ 1.8% |
$3.48K - $4.39K
|
2.77K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
49+ 15.71% |
$3.48K - $4.39K
|
361
$32.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
49+ 4900.0% |
$3.48K - $4.39K
|
50
$4.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
47+ 1.52% |
$3.34K - $4.21K
|
3.14K
$280K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
46New |
$3.27K - $4.12K
|
46
$4.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
45New |
$3.2K - $4.03K
|
45
$4.01K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
43+ 6.34% |
$3.06K - $3.85K
|
721
$64.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
43+ 0.39% |
$3.06K - $3.85K
|
11.2K
$997K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
41+ 0.82% |
$2.91K - $3.67K
|
5.04K
$449K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
38+ 0.94% |
$2.7K - $3.4K
|
4.09K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
38New |
$2.7K - $3.4K
|
38
$3.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38+ 1.27% |
$2.7K - $3.4K
|
3.03K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
38New |
$2.7K - $3.4K
|
38
$3.39K
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
36+ 0.01% |
$2.56K - $3.22K
|
302K
$26.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
34+ 1.27% |
$2.42K - $3.04K
|
2.72K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
33+ 1.02% |
$2.34K - $2.95K
|
3.27K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
33New |
$2.34K - $2.95K
|
33
$2.94K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
32+ 0.62% |
$2.27K - $2.87K
|
5.2K
$463K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
30+ 0.88% |
$2.13K - $2.69K
|
3.43K
$306K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
29+ 2.18% |
$2.06K - $2.6K
|
1.36K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29+ 1.95% |
$2.06K - $2.6K
|
1.51K
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
28+ 0.36% |
$1.99K - $2.51K
|
7.91K
$705K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
26+ 0.67% |
$1.85K - $2.33K
|
3.88K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
26+ 0.72% |
$1.85K - $2.33K
|
3.63K
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.09% |
$1.85K - $2.33K
|
27.4K
$2.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
24+ 2.15% |
$1.71K - $2.15K
|
1.14K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
23+ 0.28% |
$1.63K - $2.06K
|
8.17K
$728K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 8.9% |
$1.49K - $1.88K
|
257
$22.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
21+ 0.48% |
$1.49K - $1.88K
|
4.35K
$388K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
19+ 0.34% |
$1.35K - $1.7K
|
5.54K
$494K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
18+ 0.09% |
$1.28K - $1.61K
|
20.8K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Kearns & Associates LLC
|
BUY
|
- |
16+ 0.29% |
$1.14K - $1.43K
|
5.45K
$485K
|