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 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.48K- 19.35% |
$176K - $222K
|
10.3K
$917K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.48K- 3.97% |
$176K - $222K
|
60.1K
$5.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.54K- 20.24% |
$180K - $227K
|
10K
$887K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.58K- 7.23% |
$183K - $231K
|
33K
$2.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.58K- 6.1% |
$183K - $231K
|
39.8K
$3.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.59K- 4.4% |
$184K - $232K
|
56.2K
$4.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.73K- 12.29% |
$194K - $245K
|
19.5K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.75K- 19.14% |
$195K - $246K
|
11.6K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.75K- 14.96% |
$195K - $246K
|
15.6K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.81K- 10.51% |
$200K - $252K
|
23.9K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.9K- 8.44% |
$206K - $260K
|
31.5K
$2.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.92K- 2.11% |
$208K - $262K
|
136K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.92K- 37.34% |
$208K - $262K
|
4.91K
$435K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-2.94K- 12.11% |
$209K - $263K
|
21.3K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.97K- 1.01% |
$211K - $265K
|
289K
$25.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-2.98K- 16.1% |
$211K - $266K
|
15.5K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-2.98K- 23.79% |
$212K - $267K
|
9.54K
$847K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.99K- 3.47% |
$213K - $268K
|
83.2K
$7.38M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.01K- 7.96% |
$214K - $269K
|
34.8K
$3.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 10.21% |
$216K - $272K
|
26.7K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.04K- 20.22% |
$216K - $272K
|
12K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.05K- 5.91% |
$217K - $273K
|
48.6K
$4.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.06K- 14.25% |
$217K - $274K
|
18.4K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.06K- 41.56% |
$217K - $274K
|
4.3K
$381K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.07K- 16.6% |
$218K - $275K
|
15.4K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.12K- 55.5% |
$221K - $279K
|
2.5K
$222K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.12K- 18.35% |
$222K - $280K
|
13.9K
$1.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.15K- 22.37% |
$224K - $282K
|
10.9K
$969K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3.19K- 18.79% |
$226K - $285K
|
13.8K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.24K- 14.24% |
$230K - $290K
|
19.5K
$1.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.25K- 12.65% |
$231K - $291K
|
22.5K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-3.36K- 8.75% |
$238K - $300K
|
35K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-3.4K- 2.06% |
$241K - $304K
|
161K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-3.42K- 8.01% |
$243K - $306K
|
39.3K
$3.49M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-3.46K- 95.18% |
$246K - $309K
|
175
$15.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.46K- 51.27% |
$246K - $310K
|
3.29K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.47K- 4.55% |
$247K - $311K
|
72.9K
$6.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.49K- 20.38% |
$248K - $312K
|
13.6K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-3.5K- 16.5% |
$249K - $313K
|
17.7K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-3.51K- 13.9% |
$250K - $314K
|
21.8K
$1.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.54K- 51.77% |
$251K - $317K
|
3.3K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.55K- 2.31% |
$252K - $318K
|
150K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.65K- 19.86% |
$259K - $327K
|
14.7K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.65K- 61.23% |
$260K - $327K
|
2.31K
$205K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.7K- 7.29% |
$263K - $331K
|
47K
$4.18M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 22.8% |
$264K - $333K
|
12.6K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.73K- 23.3% |
$265K - $334K
|
12.3K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.75K- 19.64% |
$267K - $336K
|
15.4K
$1.36M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-3.78K- 5.59% |
$268K - $338K
|
63.7K
$5.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-3.78K- 22.59% |
$269K - $339K
|
13K
$1.15M
|