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
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
26K+ 45.36% |
$1.85M - $2.33M
|
83.4K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
25.2K+ 14.27% |
$1.79M - $2.26M
|
202K
$17.9M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
25.1KNew |
$1.78M - $2.24M
|
25.1K
$2.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
24.7K+ 0.68% |
$1.75M - $2.21M
|
3.65M
$324M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
24.5KNew |
$1.74M - $2.19M
|
24.5K
$2.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
24.5KNew |
$1.74M - $2.19M
|
24.5K
$2.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.3K+ 3.26% |
$1.73M - $2.17M
|
769K
$68.2M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
23.7KNew |
$1.69M - $2.12M
|
23.7K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
23.7K+ 274.35% |
$1.68M - $2.12M
|
32.3K
$2.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
23.6K+ 112.3% |
$1.68M - $2.12M
|
44.7K
$3.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
23.3KNew |
$1.65M - $2.08M
|
23.3K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
23.3K+ 14.34% |
$1.65M - $2.08M
|
186K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
22.8KNew |
$1.62M - $2.04M
|
22.8K
$2.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
22.1K+ 1501.7% |
$1.57M - $1.98M
|
23.6K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
22K+ 1.87% |
$1.56M - $1.97M
|
1.2M
$106M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
21.3K+ 3.87% |
$1.51M - $1.91M
|
570K
$50.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
21KNew |
$1.5M - $1.88M
|
21K
$1.87M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20.3KNew |
$1.44M - $1.82M
|
20.3K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 252.56% |
$1.44M - $1.82M
|
28.3K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
20.1KNew |
$1.43M - $1.8M
|
20.1K
$1.78M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
20KNew |
$1.42M - $1.79M
|
20K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 54.92% |
$1.38M - $1.73M
|
54.6K
$4.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
19.3K+ 9895.9% |
$1.37M - $1.73M
|
19.5K
$1.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
19.2K+ 33.7% |
$1.37M - $1.72M
|
76.3K
$6.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19.2K+ 562.45% |
$1.36M - $1.72M
|
22.6K
$2.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
19K+ 8.59% |
$1.35M - $1.7M
|
240K
$21.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
18.8K+ 10.79% |
$1.34M - $1.68M
|
193K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.7K+ 24.14% |
$1.33M - $1.67M
|
96.1K
$8.53M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18.6K+ 70.36% |
$1.32M - $1.67M
|
45.1K
$4.01M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
18.6K+ 218.6% |
$1.32M - $1.66M
|
27K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
18KNew |
$1.28M - $1.61M
|
18K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
17.9K+ 22.71% |
$1.27M - $1.6M
|
96.6K
$8.57M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
17.9KNew |
$1.27M - $1.6M
|
17.9K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
17.6K+ 9.8% |
$1.25M - $1.57M
|
197K
$17.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
17.6KNew |
$1.25M - $1.57M
|
17.6K
$1.56M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
17.5KNew |
$1.24M - $1.57M
|
17.5K
$1.55M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
16.7K+ 2.91% |
$1.19M - $1.5M
|
591K
$52.5M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
16.6K+ 3.95% |
$1.18M - $1.49M
|
437K
$38.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.5K+ 58.28% |
$1.17M - $1.48M
|
44.8K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
16.2K+ 201.42% |
$1.15M - $1.45M
|
24.2K
$2.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
15.9K+ 10.89% |
$1.13M - $1.43M
|
162K
$14.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
15.9K+ 21.31% |
$1.13M - $1.42M
|
90.4K
$8.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
15.7KNew |
$1.11M - $1.4M
|
15.7K
$1.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
15.6KNew |
$1.11M - $1.39M
|
15.6K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
15.5K+ 4.69% |
$1.1M - $1.39M
|
347K
$30.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.4KNew |
$1.09M - $1.38M
|
15.4K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15.1K+ 16.96% |
$1.07M - $1.35M
|
104K
$9.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15K+ 172.37% |
$1.07M - $1.35M
|
23.8K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
14.9KNew |
$1.06M - $1.34M
|
14.9K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
14.9K+ 1.96% |
$1.06M - $1.33M
|
777K
$68.9M
|