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 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.38K+ 329.25% |
$666K - $840K
|
12.2K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.36K+ 235.67% |
$665K - $838K
|
13.3K
$1.18M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
9.31KNew |
$661K - $833K
|
9.31K
$826K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
9.17K+ 24.57% |
$652K - $821K
|
46.5K
$4.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
9.15K+ 7.7% |
$650K - $820K
|
128K
$11.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.85K+ 26.76% |
$629K - $793K
|
41.9K
$3.72M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.85K+ 48.55% |
$629K - $793K
|
27.1K
$2.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8.81K+ 41.31% |
$626K - $789K
|
30.1K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.7K+ 51.03% |
$618K - $779K
|
25.7K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
8.59K+ 13.46% |
$610K - $769K
|
72.3K
$6.42M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.53K+ 3.72% |
$606K - $764K
|
237K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.42K+ 74.72% |
$598K - $754K
|
19.7K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
8.26K+ 4.42% |
$587K - $740K
|
195K
$17.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
8.25K+ 5.28% |
$586K - $739K
|
164K
$14.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.1K+ 20.97% |
$576K - $725K
|
46.7K
$4.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.01K+ 3.56% |
$569K - $718K
|
233K
$20.7M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
8.01K+ 12.6% |
$569K - $717K
|
71.6K
$6.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.96KNew |
$565K - $713K
|
7.96K
$706K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7.91KNew |
$562K - $708K
|
7.91K
$702K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7.89K+ 219.03% |
$560K - $706K
|
11.5K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.87KNew |
$559K - $705K
|
7.87K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.82K+ 120.29% |
$556K - $700K
|
14.3K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
7.77K+ 15.71% |
$552K - $696K
|
57.2K
$5.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
7.73K+ 23.52% |
$549K - $692K
|
40.6K
$3.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
7.71K+ 5.82% |
$548K - $690K
|
140K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.71KNew |
$547K - $690K
|
7.71K
$684K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.66KNew |
$545K - $686K
|
7.66K
$680K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.57K+ 1.03% |
$538K - $678K
|
743K
$65.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7.48K+ 25.31% |
$531K - $669K
|
37K
$3.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
7.46K+ 42.95% |
$530K - $668K
|
24.8K
$2.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
7.34K+ 5.02% |
$522K - $657K
|
154K
$13.6M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
7.24KNew |
$514K - $648K
|
7.24K
$642K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7.15K+ 8.3% |
$508K - $640K
|
93.4K
$8.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.14KNew |
$507K - $639K
|
7.14K
$633K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
7.13K+ 13.59% |
$507K - $639K
|
59.6K
$5.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.07KNew |
$502K - $633K
|
7.07K
$627K
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
7.01KNew |
$498K - $628K
|
7.01K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.94KNew |
$493K - $622K
|
6.94K
$616K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
6.92K+ 16.22% |
$492K - $620K
|
49.6K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
6.92K+ 2.14% |
$492K - $619K
|
330K
$29.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
6.89K+ 95.17% |
$490K - $617K
|
14.1K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
6.78KNew |
$482K - $607K
|
6.78K
$602K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.72K+ 18.94% |
$478K - $602K
|
42.2K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
6.71K+ 7.43% |
$477K - $601K
|
97K
$8.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.69K+ 2.59% |
$475K - $599K
|
265K
$23.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.67KNew |
$474K - $597K
|
6.67K
$592K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.57K+ 34.06% |
$467K - $588K
|
25.9K
$2.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.39K+ 10.79% |
$454K - $573K
|
65.6K
$5.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6.39KNew |
$454K - $572K
|
6.39K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6.33KNew |
$450K - $567K
|
6.33K
$562K
|