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 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-298- 4.95% |
$21.2K - $26.7K
|
5.72K
$510K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-299- 1.1% |
$21.2K - $26.8K
|
26.9K
$2.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-300- 8.75% |
$21.3K - $26.9K
|
3.13K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-316- 5.46% |
$22.5K - $28.3K
|
5.47K
$487K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-320- 0.61% |
$22.7K - $28.7K
|
52.4K
$4.67M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-320- 2.62% |
$22.7K - $28.7K
|
11.9K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-333- 6.4% |
$23.7K - $29.8K
|
4.87K
$434K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-334- 0.68% |
$23.7K - $29.9K
|
48.6K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-334- 25.63% |
$23.7K - $29.9K
|
969
$86.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-338- 13.4% |
$24K - $30.3K
|
2.19K
$195K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-341- 5.56% |
$24.2K - $30.5K
|
5.8K
$516K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-344- 0.5% |
$24.4K - $30.8K
|
68.8K
$6.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-348- 9.15% |
$24.7K - $31.2K
|
3.45K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-350- 8.07% |
$24.9K - $31.3K
|
3.99K
$355K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-354- 9.48% |
$25.2K - $31.7K
|
3.38K
$301K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-356- 7.11% |
$25.3K - $31.9K
|
4.65K
$414K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-357- 6.13% |
$25.4K - $32K
|
5.47K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-360- 0.56% |
$25.6K - $32.2K
|
63.6K
$5.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-363- 9.03% |
$25.8K - $32.5K
|
3.66K
$326K
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-363- 6.42% |
$25.8K - $32.5K
|
5.29K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-367- 6.41% |
$26.1K - $32.9K
|
5.36K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-370- 8.41% |
$26.3K - $33.1K
|
4.03K
$359K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-372- 10.95% |
$26.4K - $33.3K
|
3.03K
$269K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-376- 14.62% |
$26.7K - $33.7K
|
2.2K
$196K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-380- 56.63% |
$27K - $34K
|
291
$25.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-387- 9.4% |
$27.5K - $34.7K
|
3.73K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-387- 9.45% |
$27.5K - $34.7K
|
3.71K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-392- 14.56% |
$27.9K - $35.1K
|
2.3K
$205K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-395- 1.41% |
$28.1K - $35.4K
|
27.7K
$2.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-400- 13.41% |
$28.4K - $35.8K
|
2.58K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-403- 2.56% |
$28.6K - $36.1K
|
15.3K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-421- 9.67% |
$29.9K - $37.7K
|
3.93K
$350K
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-423- 1.2% |
$30.1K - $37.9K
|
34.8K
$3.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-426- 0.82% |
$30.3K - $38.1K
|
51.8K
$4.61M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-428- 2.84% |
$30.4K - $38.3K
|
14.6K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-437- 37.64% |
$31K - $39.1K
|
724
$64.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-441- 10.53% |
$31.3K - $39.5K
|
3.75K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-441- 3.59% |
$31.3K - $39.5K
|
11.9K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-443- 72.15% |
$31.5K - $39.7K
|
171
$15.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-444- 11.68% |
$31.5K - $39.8K
|
3.36K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-445- 8.22% |
$31.6K - $39.8K
|
4.97K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-449- 16.11% |
$31.9K - $40.2K
|
2.34K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-463- 15.16% |
$32.9K - $41.5K
|
2.59K
$231K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-473- 3.55% |
$33.6K - $42.4K
|
12.9K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-485- 3.68% |
$34.5K - $43.4K
|
12.7K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-485- 4.38% |
$34.5K - $43.4K
|
10.6K
$944K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-486- 3.55% |
$34.5K - $43.5K
|
13.2K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-490- 11.94% |
$34.8K - $43.9K
|
3.61K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-495- 0.36% |
$35.2K - $44.3K
|
138K
$12.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-504- 4.91% |
$35.8K - $45.1K
|
9.76K
$869K
|