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
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-6.8K- 39.77% |
$483K - $609K
|
10.3K
$914K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.84K- 2.21% |
$486K - $613K
|
303K
$26.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.95K- 13.76% |
$494K - $622K
|
43.6K
$3.87M
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-7.09K- 17.72% |
$504K - $635K
|
32.9K
$2.92M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.19K- 4.86% |
$511K - $644K
|
141K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-7.26K- 65.38% |
$516K - $650K
|
3.84K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.27K- 51.74% |
$517K - $651K
|
6.78K
$602K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-7.4K- 5.57% |
$526K - $663K
|
126K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-7.41K- 19.4% |
$527K - $664K
|
30.8K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.58K- 39.09% |
$538K - $679K
|
11.8K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-7.66K- 39.3% |
$544K - $686K
|
11.8K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-7.83K- 49.88% |
$556K - $701K
|
7.86K
$698K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.95K- 53.69% |
$565K - $712K
|
6.86K
$609K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-8.26K- 26.42% |
$587K - $740K
|
23K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.28K- 39.48% |
$588K - $741K
|
12.7K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.33K- 30.4% |
$591K - $745K
|
19.1K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.35K- 8.09% |
$593K - $748K
|
94.9K
$8.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.41K- 4.71% |
$598K - $753K
|
170K
$15.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-8.48K- 61.98% |
$602K - $759K
|
5.2K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.52K- 33.4% |
$606K - $763K
|
17K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-8.58K- 61.98% |
$610K - $768K
|
5.27K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-8.59K- 11.87% |
$610K - $769K
|
63.8K
$5.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-8.68K- 9.77% |
$617K - $777K
|
80.1K
$7.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.71K- 28.82% |
$619K - $780K
|
21.5K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8.77K- 16.59% |
$623K - $785K
|
44.1K
$3.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.79K- 8.72% |
$624K - $787K
|
92K
$8.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.82K- 4.29% |
$626K - $789K
|
197K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.87K- 10.06% |
$630K - $794K
|
79.3K
$7.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-8.98K- 14.5% |
$638K - $804K
|
53K
$4.7M
|
|
|
Aug 13, 2024
Q4 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-9.19K- 80.1% |
$653K - $823K
|
2.28K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-9.47K- 12.8% |
$673K - $848K
|
64.5K
$5.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.51K- 38.13% |
$675K - $851K
|
15.4K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.7K- 3.96% |
$689K - $869K
|
235K
$20.9M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.78K- 6.51% |
$695K - $876K
|
140K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-9.99K- 1.35% |
$709K - $894K
|
731K
$64.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-10.1K- 5.06% |
$717K - $904K
|
190K
$16.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-10.4K- 7.29% |
$738K - $930K
|
132K
$11.7M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-10.4K- 7.29% |
$738K - $930K
|
132K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.4K- 4.5% |
$739K - $931K
|
221K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-10.8K- 61.91% |
$769K - $969K
|
6.66K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.8K- 7.59% |
$771K - $971K
|
132K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.9K- 7.35% |
$772K - $972K
|
137K
$12.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.1K- 11.2% |
$790K - $995K
|
88.1K
$7.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-11.2K- 16.57% |
$797K - $1M
|
56.5K
$5.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-11.4K- 23.0% |
$810K - $1.02M
|
38.2K
$3.39M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.4K- 8.62% |
$813K - $1.03M
|
121K
$10.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-11.5K- 42.2% |
$819K - $1.03M
|
15.8K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.5K- 35.76% |
$820K - $1.03M
|
20.7K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-11.7K- 19.68% |
$833K - $1.05M
|
47.9K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.8K- 6.18% |
$836K - $1.05M
|
179K
$15.8M
|