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 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
16+ 0.53% |
$1.14K - $1.43K
|
3.03K
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
14+ 0.33% |
$995 - $1.25K
|
4.21K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
14+ 0.45% |
$995 - $1.25K
|
3.14K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
14+ 0.39% |
$995 - $1.25K
|
3.58K
$320K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
13+ 0.25% |
$924 - $1.16K
|
5.2K
$465K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
13+ 0.48% |
$924 - $1.16K
|
2.73K
$244K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
12+ 2.21% |
$853 - $1.07K
|
554
$49.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.44% |
$853 - $1.07K
|
2.72K
$243K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 32.43% |
$853 - $1.07K
|
49
$4.38K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12+ 0.13% |
$853 - $1.07K
|
9.2K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
11+ 2.24% |
$782 - $985
|
502
$44.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10+ 0.37% |
$711 - $895
|
2.7K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
10+ 2.25% |
$711 - $895
|
454
$40.6K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10+ 1.43% |
$711 - $895
|
710
$63.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
9+ 0.13% |
$639 - $806
|
6.85K
$613K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.57% |
$639 - $806
|
1.58K
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 1.39% |
$639 - $806
|
655
$58.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.96% |
$568 - $716
|
839
$75K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
7+ 0.05% |
$497 - $627
|
14.4K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7+ 0.02% |
$497 - $627
|
30.3K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 2.07% |
$497 - $627
|
345
$30.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 1.03% |
$426 - $537
|
589
$52.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
6+ 1.46% |
$426 - $537
|
417
$37.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6+ 0.69% |
$426 - $537
|
875
$78.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6+ 1.92% |
$426 - $537
|
318
$28.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 0.58% |
$355 - $448
|
861
$77K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
5+ 0.04% |
$355 - $448
|
12K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$284 - $358
|
3.25K
$291K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$213 - $269
|
4.63K
$414K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
3+ 0.1% |
$213 - $269
|
2.92K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3+ 2.56% |
$213 - $269
|
120
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.96% |
$213 - $269
|
315
$28.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 1.96% |
$142 - $179
|
104
$9.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.06% |
$142 - $179
|
3.16K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.12% |
$142 - $179
|
1.67K
$149K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$71.1 - $89.5
|
4.13K
$369K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.27% |
$71.1 - $89.5
|
80
$7.16K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.48% |
$71.1 - $89.5
|
211
$18.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.03% |
$71.1 - $89.5
|
3.65K
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1+ 0.03% |
$71.1 - $89.5
|
3.43K
$307K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.05% |
$71.1 - $89.5
|
1.94K
$174K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.89% |
$71.1 - $89.5
|
54
$4.83K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$71.1 - $89.5
|
1
$89.5
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.6% |
$71.1 - $89.5
|
169
$15.1K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 1.89% |
$71.1 - $89.5
|
54
$4.83K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.28% |
$71.1 - $89.5
|
361
$32.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1- -0.0% |
$71.1 - $89.5
|
9.75M
$872M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$142 - $179
|
9.36K
$838K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2- 33.33% |
$142 - $179
|
4
$358
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2- 66.67% |
$142 - $179
|
1
$89.5
|