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 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-515- 9.08% |
$36.6K - $46.1K
|
5.16K
$459K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-516- 2.33% |
$36.7K - $46.2K
|
21.6K
$1.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-516- 2.33% |
$36.7K - $46.2K
|
21.6K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-517- 1.02% |
$36.7K - $46.3K
|
50.2K
$4.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-523- 12.84% |
$37.2K - $46.8K
|
3.55K
$316K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-524- 10.2% |
$37.2K - $46.9K
|
4.61K
$411K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-528- 13.46% |
$37.5K - $47.3K
|
3.4K
$302K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-533- 18.25% |
$37.9K - $47.7K
|
2.39K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-534- 16.74% |
$37.9K - $47.8K
|
2.66K
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-544- 6.89% |
$38.7K - $48.7K
|
7.35K
$655K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-550- 10.26% |
$39.1K - $49.2K
|
4.81K
$429K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-556- 5.35% |
$39.5K - $49.8K
|
9.85K
$877K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-565- 66.24% |
$40.1K - $50.6K
|
288
$25.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-572- 4.48% |
$40.6K - $51.2K
|
12.2K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-576- 11.61% |
$40.9K - $51.6K
|
4.38K
$391K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-581- 3.43% |
$41.3K - $52K
|
16.4K
$1.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-598- 21.99% |
$42.5K - $53.5K
|
2.12K
$189K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-607- 6.47% |
$43.1K - $54.4K
|
8.77K
$781K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-610- 4.02% |
$43.3K - $54.6K
|
14.6K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-611- 12.32% |
$43.4K - $54.7K
|
4.35K
$387K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-643- 6.12% |
$45.7K - $57.6K
|
9.87K
$879K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-652- 19.55% |
$46.3K - $58.4K
|
2.68K
$239K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-655- 4.67% |
$46.5K - $58.6K
|
13.4K
$1.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-671- 2.59% |
$47.7K - $60.1K
|
25.2K
$2.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-672- 4.41% |
$47.7K - $60.2K
|
14.6K
$1.3M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-672- 4.41% |
$47.7K - $60.2K
|
14.6K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-680- 4.78% |
$48.3K - $60.9K
|
13.5K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-685- 16.12% |
$48.7K - $61.3K
|
3.56K
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-685- 19.23% |
$48.7K - $61.3K
|
2.88K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-687- 3.52% |
$48.8K - $61.5K
|
18.9K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-687- 3.04% |
$48.8K - $61.5K
|
21.9K
$1.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-691- 6.12% |
$49.1K - $61.9K
|
10.6K
$944K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-692- 3.65% |
$49.2K - $62K
|
18.3K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-692- 11.59% |
$49.2K - $62K
|
5.28K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-692- 5.69% |
$49.2K - $62K
|
11.5K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-696- 2.18% |
$49.5K - $62.3K
|
31.2K
$2.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-700- 10.99% |
$49.7K - $62.7K
|
5.67K
$505K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-707- 15.12% |
$50.2K - $63.3K
|
3.97K
$354K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-712- 0.9% |
$50.6K - $63.8K
|
78.4K
$6.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-717- 4.23% |
$50.9K - $64.2K
|
16.2K
$1.45M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-727- 20.59% |
$51.7K - $65.1K
|
2.8K
$250K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-729- 62.15% |
$51.8K - $65.3K
|
444
$39.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-750- 17.07% |
$53.3K - $67.2K
|
3.64K
$325K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-753- 5.69% |
$53.5K - $67.4K
|
12.5K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-754- 1.71% |
$53.6K - $67.5K
|
43.2K
$3.85M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-756- 2.92% |
$53.7K - $67.7K
|
25.1K
$2.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-761- 22.66% |
$54.1K - $68.1K
|
2.6K
$231K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-787- 22.92% |
$55.9K - $70.5K
|
2.65K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-791- 16.42% |
$56.2K - $70.8K
|
4.03K
$359K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-794- 3.5% |
$56.4K - $71.1K
|
21.9K
$1.95M
|