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 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-11.8K- 12.47% |
$840K - $1.06M
|
83K
$7.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.4K- 6.69% |
$883K - $1.11M
|
173K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-12.4K- 7.7% |
$884K - $1.11M
|
149K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-12.8K- 16.17% |
$907K - $1.14M
|
66.2K
$5.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-13K- 43.56% |
$921K - $1.16M
|
16.8K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13K- 23.14% |
$927K - $1.17M
|
43.3K
$3.84M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13.1K- 10.24% |
$929K - $1.17M
|
115K
$10.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-13.1K- 7.62% |
$930K - $1.17M
|
159K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-13.1K- 8.89% |
$930K - $1.17M
|
134K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-13.2K- 98.38% |
$938K - $1.18M
|
217
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.5K- 13.22% |
$957K - $1.21M
|
88.4K
$7.84M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-13.6K- 69.92% |
$964K - $1.21M
|
5.84K
$518K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-13.7K- 8.04% |
$972K - $1.22M
|
156K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-13.7K- 47.44% |
$976K - $1.23M
|
15.2K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-13.8K- 22.53% |
$984K - $1.24M
|
47.6K
$4.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-14.6K- 8.51% |
$1.03M - $1.3M
|
157K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-14.6K- 19.34% |
$1.04M - $1.31M
|
61K
$5.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14.9K- 6.91% |
$1.06M - $1.34M
|
201K
$17.9M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-15K- 8.99% |
$1.06M - $1.34M
|
152K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15.1K- 35.62% |
$1.07M - $1.35M
|
27.3K
$2.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.5K- 7.28% |
$1.1M - $1.39M
|
198K
$17.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-15.5K- 52.68% |
$1.1M - $1.39M
|
14K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-15.6K- 16.52% |
$1.11M - $1.4M
|
78.8K
$6.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-15.7K- 16.88% |
$1.12M - $1.41M
|
77.4K
$6.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-15.7K- 65.02% |
$1.12M - $1.41M
|
8.46K
$751K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15.8K- 12.51% |
$1.12M - $1.42M
|
111K
$9.82M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-15.9KClosed |
$1.13M - $1.42M
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-16K- 19.3% |
$1.14M - $1.44M
|
67.1K
$5.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-16.2K- 10.03% |
$1.15M - $1.45M
|
145K
$12.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-16.2K- 86.11% |
$1.15M - $1.45M
|
2.61K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.4K- 14.82% |
$1.16M - $1.47M
|
94.2K
$8.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16.8K- 29.82% |
$1.2M - $1.51M
|
39.7K
$3.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17K- 46.72% |
$1.21M - $1.53M
|
19.4K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-17.1K- 7.45% |
$1.21M - $1.53M
|
212K
$18.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-17.5K- 42.8% |
$1.24M - $1.56M
|
23.3K
$2.07M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-17.7K- 25.65% |
$1.25M - $1.58M
|
51.2K
$4.54M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-17.7K- 10.18% |
$1.25M - $1.58M
|
156K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-17.8K- 18.68% |
$1.26M - $1.59M
|
77.3K
$6.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-18.4K- 21.94% |
$1.31M - $1.65M
|
65.4K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.4K- 9.4% |
$1.31M - $1.65M
|
178K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 22.55% |
$1.31M - $1.65M
|
63.3K
$5.62M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-18.8K- 17.33% |
$1.34M - $1.69M
|
89.8K
$7.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-19.6K- 31.34% |
$1.39M - $1.75M
|
42.9K
$3.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-19.9K- 52.48% |
$1.41M - $1.78M
|
18K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-20.3K- 48.18% |
$1.44M - $1.81M
|
21.8K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.3K- 6.07% |
$1.44M - $1.82M
|
315K
$27.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-20.4K- 33.67% |
$1.45M - $1.82M
|
40.1K
$3.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-20.8K- 2.86% |
$1.48M - $1.87M
|
709K
$62.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-21.2K- 21.29% |
$1.51M - $1.9M
|
78.3K
$6.95M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-22.2K- 20.03% |
$1.58M - $1.99M
|
88.6K
$7.86M
|