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 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3- 0.03% |
$213 - $269
|
11.7K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3- 0.03% |
$213 - $269
|
10.7K
$959K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5- 7.46% |
$355 - $448
|
62
$5.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-5- 0.45% |
$355 - $448
|
1.1K
$98.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8- 0.13% |
$568 - $716
|
6.07K
$543K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-9- 0.05% |
$639 - $806
|
19.4K
$1.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 0.19% |
$711 - $895
|
5.2K
$465K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-10- 0.17% |
$711 - $895
|
5.71K
$510K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-12- 0.21% |
$853 - $1.07K
|
5.65K
$505K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-15- 0.52% |
$1.07K - $1.34K
|
2.87K
$257K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-16- 0.39% |
$1.14K - $1.43K
|
4.04K
$361K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16- 3.6% |
$1.14K - $1.43K
|
428
$38.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-17- 0.09% |
$1.21K - $1.52K
|
18.6K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-17- 0.12% |
$1.21K - $1.52K
|
14.5K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.09% |
$1.21K - $1.52K
|
18.6K
$1.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-18- 3.23% |
$1.28K - $1.61K
|
539
$48.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-18- 0.18% |
$1.28K - $1.61K
|
9.76K
$873K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-19- 1.24% |
$1.35K - $1.7K
|
1.52K
$136K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-21- 0.86% |
$1.49K - $1.88K
|
2.42K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-21- 0.14% |
$1.49K - $1.88K
|
15K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-24- 0.63% |
$1.71K - $2.15K
|
3.81K
$341K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-24- 4.05% |
$1.71K - $2.15K
|
569
$50.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-25- 6.39% |
$1.78K - $2.24K
|
366
$32.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-28- 0.29% |
$1.99K - $2.51K
|
9.59K
$858K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-29- 0.58% |
$2.06K - $2.6K
|
5K
$447K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-33- 1.53% |
$2.34K - $2.95K
|
2.12K
$190K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-37- 0.26% |
$2.63K - $3.31K
|
14K
$1.26M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-38- 0.37% |
$2.7K - $3.4K
|
10.2K
$912K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-39- 0.8% |
$2.77K - $3.49K
|
4.83K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-43- 27.04% |
$3.06K - $3.85K
|
116
$10.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-46- 1.53% |
$3.27K - $4.12K
|
2.96K
$265K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-46- 0.92% |
$3.27K - $4.12K
|
4.93K
$441K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.73% |
$3.48K - $4.39K
|
6.68K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-49- 1.66% |
$3.48K - $4.39K
|
2.91K
$260K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-52- 2.81% |
$3.69K - $4.66K
|
1.8K
$161K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-53- 0.94% |
$3.77K - $4.75K
|
5.59K
$500K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-53- 2.23% |
$3.77K - $4.75K
|
2.32K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-58- 1.27% |
$4.12K - $5.19K
|
4.5K
$403K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-62- 1.98% |
$4.41K - $5.55K
|
3.08K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-63- 1.42% |
$4.48K - $5.64K
|
4.36K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-65- 1.52% |
$4.62K - $5.82K
|
4.22K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-69- 9.6% |
$4.9K - $6.18K
|
650
$58.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-72- 71.29% |
$5.12K - $6.45K
|
29
$2.59K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-72- 0.87% |
$5.12K - $6.45K
|
8.24K
$737K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-74- 1.3% |
$5.26K - $6.63K
|
5.63K
$504K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-74- 2.42% |
$5.26K - $6.63K
|
2.98K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-74- 9.66% |
$5.26K - $6.63K
|
692
$61.9K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-74- 0.6% |
$5.26K - $6.63K
|
12.2K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-75- 1.91% |
$5.33K - $6.72K
|
3.85K
$344K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-77- 2.0% |
$5.47K - $6.89K
|
3.77K
$337K
|