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
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-82- 1.29% |
$5.83K - $7.34K
|
6.27K
$558K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-83- 2.78% |
$5.9K - $7.43K
|
2.9K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-87- 2.19% |
$6.18K - $7.79K
|
3.89K
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-89- 1.02% |
$6.32K - $7.97K
|
8.62K
$768K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-89- 2.53% |
$6.32K - $7.97K
|
3.43K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
SELL
|
- |
-90- 1.88% |
$6.39K - $8.06K
|
4.71K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-91- 2.25% |
$6.47K - $8.15K
|
3.96K
$353K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-92- 0.79% |
$6.54K - $8.24K
|
11.6K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-94- 1.57% |
$6.68K - $8.42K
|
5.9K
$526K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-95- 3.33% |
$6.75K - $8.51K
|
2.76K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-95- 1.24% |
$6.75K - $8.51K
|
7.54K
$672K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-96- 1.91% |
$6.82K - $8.6K
|
4.94K
$440K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-96- 13.95% |
$6.82K - $8.6K
|
592
$52.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.92% |
$7.11K - $8.95K
|
10.7K
$955K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 3.08% |
$7.11K - $8.95K
|
3.15K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-100- 1.85% |
$7.11K - $8.95K
|
5.29K
$471K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-101- 30.15% |
$7.18K - $9.04K
|
234
$20.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-101- 0.14% |
$7.18K - $9.04K
|
70.5K
$6.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-105- 1.53% |
$7.46K - $9.4K
|
6.78K
$604K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-105- 0.49% |
$7.46K - $9.4K
|
21.3K
$1.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-111- 18.69% |
$7.89K - $9.94K
|
483
$43K
|
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
SELL
|
- |
-114- 0.14% |
$8.1K - $10.2K
|
80.1K
$7.14M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-114- 3.55% |
$8.1K - $10.2K
|
3.1K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-116- 3.03% |
$8.24K - $10.4K
|
3.71K
$330K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-118- 1.63% |
$8.38K - $10.6K
|
7.1K
$632K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-120- 0.37% |
$8.53K - $10.7K
|
32.5K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-120- 16.11% |
$8.53K - $10.7K
|
625
$55.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-125- 0.68% |
$8.88K - $11.2K
|
18.3K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-125- 0.83% |
$8.88K - $11.2K
|
15K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-127- 55.95% |
$9.02K - $11.4K
|
100
$8.91K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-131- 1.53% |
$9.31K - $11.7K
|
8.43K
$751K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-132- 1.12% |
$9.38K - $11.8K
|
11.7K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-134- 13.35% |
$9.52K - $12K
|
870
$77.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-136- 4.39% |
$9.66K - $12.2K
|
2.96K
$264K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-136- 0.33% |
$9.66K - $12.2K
|
40.9K
$3.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-136- 3.26% |
$9.66K - $12.2K
|
4.04K
$360K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-139- 15.01% |
$9.88K - $12.4K
|
787
$70.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-146- 1.98% |
$10.4K - $13.1K
|
7.24K
$645K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-148- 1.13% |
$10.5K - $13.3K
|
12.9K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-150- 60.0% |
$10.7K - $13.4K
|
100
$8.91K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-151- 4.1% |
$10.7K - $13.5K
|
3.53K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-155- 21.53% |
$11K - $13.9K
|
565
$50.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-155- 1.65% |
$11K - $13.9K
|
9.26K
$825K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-161- 33.54% |
$11.4K - $14.4K
|
319
$28.4K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-162- 0.33% |
$11.5K - $14.5K
|
48.7K
$4.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-163- 7.9% |
$11.6K - $14.6K
|
1.9K
$169K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-165- 1.07% |
$11.7K - $14.8K
|
15.3K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-167- 2.48% |
$11.9K - $15K
|
6.57K
$585K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-170- 10.68% |
$12.1K - $15.2K
|
1.42K
$127K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-171- 3.96% |
$12.1K - $15.3K
|
4.14K
$369K
|