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 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-171- 0.93% |
$12.1K - $15.3K
|
18.2K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-172- 0.34% |
$12.2K - $15.4K
|
49.8K
$4.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-175- 9.08% |
$12.4K - $15.7K
|
1.75K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-175- 25.85% |
$12.4K - $15.7K
|
502
$44.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-176- 2.35% |
$12.5K - $15.8K
|
7.32K
$652K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-181- 3.5% |
$12.9K - $16.2K
|
4.99K
$445K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-185- 71.71% |
$13.1K - $16.6K
|
73
$6.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-187- 1.25% |
$13.3K - $16.7K
|
14.7K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-190- 39.18% |
$13.5K - $17K
|
295
$26.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-193- 3.62% |
$13.7K - $17.3K
|
5.14K
$458K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-198- 4.12% |
$14.1K - $17.7K
|
4.61K
$410K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-200- 7.31% |
$14.2K - $17.9K
|
2.54K
$226K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-211- 4.24% |
$15K - $18.9K
|
4.76K
$424K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-215- 6.44% |
$15.3K - $19.3K
|
3.12K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-218- 13.73% |
$15.5K - $19.5K
|
1.37K
$122K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-219- 18.73% |
$15.6K - $19.6K
|
950
$84.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-223- 3.54% |
$15.8K - $20K
|
6.08K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-224- 2.68% |
$15.9K - $20.1K
|
8.15K
$726K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-225- 1.26% |
$16K - $20.1K
|
17.6K
$1.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-225- 4.15% |
$16K - $20.1K
|
5.2K
$463K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-225- 0.15% |
$16K - $20.1K
|
152K
$13.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-232- 8.17% |
$16.5K - $20.8K
|
2.61K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-234- 1.96% |
$16.6K - $21K
|
11.7K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-235- 5.16% |
$16.7K - $21K
|
4.32K
$385K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-237- 93.31% |
$16.8K - $21.2K
|
17
$1.51K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-240- 2.24% |
$17.1K - $21.5K
|
10.5K
$933K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-243- 1.78% |
$17.3K - $21.8K
|
13.4K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-244- 7.91% |
$17.3K - $21.8K
|
2.84K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-248- 2.32% |
$17.6K - $22.2K
|
10.4K
$929K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-249- 3.37% |
$17.7K - $22.3K
|
7.13K
$635K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-249- 2.31% |
$17.7K - $22.3K
|
10.5K
$938K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-250- 1.45% |
$17.8K - $22.4K
|
16.9K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-250- 1.38% |
$17.8K - $22.4K
|
17.9K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-250- 7.89% |
$17.8K - $22.4K
|
2.92K
$260K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-251- 6.35% |
$17.8K - $22.5K
|
3.7K
$330K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-254- 4.06% |
$18K - $22.7K
|
6K
$534K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-255- 3.68% |
$18.1K - $22.8K
|
6.68K
$595K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-261- 4.44% |
$18.5K - $23.4K
|
5.62K
$500K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-262- 66.84% |
$18.6K - $23.5K
|
130
$11.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-264- 11.23% |
$18.8K - $23.6K
|
2.09K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-264- 9.35% |
$18.8K - $23.6K
|
2.56K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-270- 6.27% |
$19.2K - $24.2K
|
4.03K
$359K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-275- 0.43% |
$19.5K - $24.6K
|
64K
$5.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-275- 14.47% |
$19.5K - $24.6K
|
1.63K
$145K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-279- 1.35% |
$19.8K - $25K
|
20.5K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-279- 2.14% |
$19.8K - $25K
|
12.8K
$1.14M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-280- 3.33% |
$19.9K - $25.1K
|
8.13K
$724K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-284- 6.28% |
$20.2K - $25.4K
|
4.24K
$377K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-286- 3.1% |
$20.3K - $25.6K
|
8.93K
$795K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-288- 15.3% |
$20.5K - $25.8K
|
1.59K
$142K
|