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 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-797- 11.01% |
$56.6K - $71.4K
|
6.44K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-798- 15.41% |
$56.7K - $71.5K
|
4.38K
$389K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-800- 4.9% |
$56.8K - $71.6K
|
15.5K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-801- 12.35% |
$56.9K - $71.7K
|
5.69K
$505K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-807- 3.12% |
$57.3K - $72.3K
|
25.1K
$2.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-820- 47.84% |
$58.3K - $73.4K
|
894
$79.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-824- 11.25% |
$58.5K - $73.8K
|
6.5K
$577K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-831- 9.94% |
$59K - $74.4K
|
7.53K
$668K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-846- 15.98% |
$60.1K - $75.8K
|
4.45K
$395K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-857- 13.92% |
$60.9K - $76.7K
|
5.3K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-865- 14.84% |
$61.5K - $77.5K
|
4.96K
$441K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-885- 4.15% |
$62.9K - $79.2K
|
20.5K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-885- 7.64% |
$62.9K - $79.2K
|
10.7K
$949K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-886- 21.5% |
$63K - $79.3K
|
3.24K
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-888- 7.66% |
$63.1K - $79.5K
|
10.7K
$950K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-890- 10.87% |
$63.2K - $79.7K
|
7.3K
$647K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-909- 13.23% |
$64.6K - $81.4K
|
5.96K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-913- 20.83% |
$64.9K - $81.8K
|
3.47K
$308K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-927- 27.96% |
$65.9K - $83K
|
2.39K
$212K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-938- 14.01% |
$66.6K - $84K
|
5.76K
$511K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-952- 3.3% |
$67.6K - $85.2K
|
27.9K
$2.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-956- 6.49% |
$67.9K - $85.6K
|
13.8K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-957- 8.62% |
$68K - $85.7K
|
10.2K
$901K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-958- 14.93% |
$68.1K - $85.8K
|
5.46K
$484K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-959- 8.7% |
$68.1K - $85.9K
|
10.1K
$893K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-959- 5.72% |
$68.1K - $85.9K
|
15.8K
$1.4M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-962- 43.83% |
$68.4K - $86.1K
|
1.23K
$109K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-975- 49.95% |
$69.3K - $87.3K
|
977
$86.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-977- 8.63% |
$69.4K - $87.5K
|
10.3K
$918K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-990- 4.91% |
$70.3K - $88.6K
|
19.2K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-998- 3.44% |
$70.9K - $89.4K
|
28K
$2.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.01K- 10.6% |
$71.4K - $90K
|
8.47K
$752K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.01K- 31.07% |
$71.4K - $90K
|
2.23K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.02K- 0.82% |
$72.5K - $91.4K
|
123K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-1.02K- 2.47% |
$72.8K - $91.7K
|
40.5K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.03K- 9.99% |
$72.8K - $91.8K
|
9.24K
$820K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.05K- 1.67% |
$74.3K - $93.7K
|
61.6K
$5.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.05K- 5.03% |
$74.6K - $94K
|
19.8K
$1.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.05K- 0.94% |
$74.8K - $94.3K
|
111K
$9.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-1.06K- 1.57% |
$75.2K - $94.8K
|
66.4K
$5.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.08K- 26.9% |
$76.4K - $96.3K
|
2.92K
$259K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 2.01% |
$77.8K - $98K
|
53.5K
$4.75M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.11K- 14.32% |
$78.9K - $99.4K
|
6.64K
$590K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.12K- 12.56% |
$79.7K - $100K
|
7.81K
$693K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.12K- 4.2% |
$79.9K - $101K
|
25.7K
$2.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.16K- 13.05% |
$82.4K - $104K
|
7.73K
$686K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.17K- 2.22% |
$83.2K - $105K
|
51.7K
$4.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.17K- 16.57% |
$83.2K - $105K
|
5.9K
$523K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.17K- 0.72% |
$83.3K - $105K
|
160K
$14.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.18K- 18.36% |
$83.8K - $106K
|
5.24K
$465K
|