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 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.21K- 22.6% |
$86.2K - $109K
|
4.15K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.22K- 70.93% |
$86.3K - $109K
|
498
$44.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.22K- 5.64% |
$86.3K - $109K
|
20.3K
$1.8M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.22K- 30.7% |
$86.5K - $109K
|
2.75K
$244K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.25K- 5.53% |
$88.5K - $111K
|
21.3K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.25K- 7.22% |
$88.5K - $111K
|
16K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.25K- 72.14% |
$88.7K - $112K
|
482
$42.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.25K- 85.02% |
$88.7K - $112K
|
220
$19.5K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.25K- 1.07% |
$89K - $112K
|
116K
$10.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.26K- 25.17% |
$89.2K - $112K
|
3.73K
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.26K- 14.51% |
$89.5K - $113K
|
7.42K
$659K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.29K- 6.76% |
$91.9K - $116K
|
17.9K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.32K- 18.57% |
$93.8K - $118K
|
5.79K
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.37K- 2.96% |
$97.2K - $122K
|
44.9K
$3.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.38K- 4.34% |
$97.7K - $123K
|
30.3K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.38K- 2.79% |
$98.3K - $124K
|
48.3K
$4.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.39K- 27.29% |
$98.5K - $124K
|
3.69K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.39K- 5.03% |
$99K - $125K
|
26.3K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.39K- 2.04% |
$99K - $125K
|
66.9K
$5.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.4K- 21.09% |
$99.2K - $125K
|
5.22K
$464K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 5.0% |
$99.3K - $125K
|
26.6K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.44K- 3.2% |
$102K - $129K
|
43.4K
$3.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.45K- 8.7% |
$103K - $130K
|
15.2K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.45K- 12.39% |
$103K - $130K
|
10.3K
$911K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.47K- 6.03% |
$104K - $132K
|
22.9K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.47K- 26.39% |
$105K - $132K
|
4.11K
$365K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.48K- 17.49% |
$105K - $132K
|
6.96K
$618K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.48K- 2.5% |
$105K - $132K
|
57.7K
$5.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.49K- 17.21% |
$106K - $133K
|
7.15K
$634K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.51K- 7.95% |
$107K - $135K
|
17.5K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.51K- 1.81% |
$107K - $135K
|
82.1K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.52K- 45.18% |
$108K - $136K
|
1.84K
$164K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.53K- 7.05% |
$109K - $137K
|
20.1K
$1.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.53K- 8.39% |
$109K - $137K
|
16.7K
$1.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.55K- 2.07% |
$110K - $139K
|
73.4K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.55K- 6.23% |
$110K - $139K
|
23.4K
$2.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.55K- 4.24% |
$110K - $139K
|
35.1K
$3.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.56K- 8.26% |
$111K - $140K
|
17.3K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.56K- 3.09% |
$111K - $140K
|
49.1K
$4.35M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.57K- 1.47% |
$111K - $140K
|
105K
$9.29M
|
|
|
Jan 08, 2024
Q4 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.6K- 16.33% |
$114K - $143K
|
8.2K
$728K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.6K- 19.84% |
$114K - $143K
|
6.47K
$574K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.64K- 8.37% |
$116K - $147K
|
17.9K
$1.59M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.65K- 4.56% |
$117K - $147K
|
34.4K
$3.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.66K- 4.15% |
$118K - $149K
|
38.4K
$3.41M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.66K- 7.74% |
$118K - $149K
|
19.8K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.67K- 17.13% |
$118K - $149K
|
8.06K
$716K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.68K- 2.27% |
$119K - $150K
|
72.1K
$6.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.7K- 31.64% |
$120K - $152K
|
3.66K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.71K- 95.09% |
$121K - $153K
|
88
$7.81K
|