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 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.8K+ 9.14% |
$1.05M - $1.32M
|
177K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.7K+ 11.03% |
$1.05M - $1.32M
|
148K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
14.7KNew |
$1.04M - $1.32M
|
14.7K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.6K+ 286.53% |
$1.04M - $1.31M
|
19.7K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 12.09% |
$1.03M - $1.29M
|
134K
$11.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
14.4K+ 9.45% |
$1.02M - $1.29M
|
166K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.8KNew |
$981K - $1.24M
|
13.8K
$1.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.6KNew |
$968K - $1.22M
|
13.6K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
12.9KNew |
$914K - $1.15M
|
12.9K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
12.8KNew |
$906K - $1.14M
|
12.8K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
12.7K+ 3.56% |
$904K - $1.14M
|
370K
$32.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
12.7KNew |
$902K - $1.14M
|
12.7K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
12.6K+ 8.93% |
$898K - $1.13M
|
154K
$13.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$894K - $1.13M
|
12.6K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
12.5KNew |
$889K - $1.12M
|
12.5K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
12.1KNew |
$863K - $1.09M
|
12.1K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
11.9K+ 8.43% |
$846K - $1.07M
|
153K
$13.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
11.8KNew |
$841K - $1.06M
|
11.8K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11.7K+ 2.26% |
$828K - $1.04M
|
528K
$46.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
11.6K+ 27.52% |
$821K - $1.03M
|
53.5K
$4.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 2.01% |
$820K - $1.03M
|
587K
$52.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
11.5KNew |
$817K - $1.03M
|
11.5K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.5K+ 9.91% |
$815K - $1.03M
|
127K
$11.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.4K+ 128.1% |
$809K - $1.02M
|
20.3K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 7.82% |
$804K - $1.01M
|
156K
$13.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.3KNew |
$801K - $1.01M
|
11.3K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
11.3K+ 7.73% |
$801K - $1.01M
|
157K
$13.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
11.2KNew |
$798K - $1.01M
|
11.2K
$997K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
11.1K+ 158.56% |
$787K - $991K
|
18.1K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11K+ 2.59% |
$784K - $988K
|
437K
$38.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$778K - $980K
|
10.9K
$971K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
10.9KNew |
$775K - $977K
|
10.9K
$968K
|
|
|
Feb 14, 2024
Q4 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
10.7K+ 13.37% |
$761K - $959K
|
90.9K
$8.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
10.7K+ 5.07% |
$760K - $957K
|
222K
$19.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
10.6K+ 48.5% |
$753K - $949K
|
32.5K
$2.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
10.5K+ 53.91% |
$749K - $944K
|
30.1K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
10.5KNew |
$747K - $941K
|
10.5K
$933K
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
10.4KNew |
$738K - $930K
|
10.4K
$922K
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
10.4KNew |
$738K - $930K
|
10.4K
$922K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$729K - $919K
|
10.3K
$911K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10.1K+ 18.06% |
$719K - $906K
|
66.1K
$5.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$716K - $902K
|
10.1K
$894K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
9.94K+ 30.27% |
$706K - $890K
|
42.8K
$3.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
9.9K+ 4.28% |
$703K - $886K
|
241K
$21.4M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.9KNew |
$703K - $886K
|
9.9K
$878K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9.79K+ 11.45% |
$696K - $877K
|
95.3K
$8.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
9.78K+ 7.1% |
$695K - $876K
|
148K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
9.74KNew |
$692K - $872K
|
9.74K
$865K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
9.69K+ 11.67% |
$689K - $868K
|
92.7K
$8.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.4K+ 290.04% |
$668K - $842K
|
12.6K
$1.12M
|