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 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
6.3K+ 99.46% |
$448K - $564K
|
12.6K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
6.26KNew |
$445K - $560K
|
6.26K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.24KNew |
$443K - $559K
|
6.24K
$554K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.21K+ 11.28% |
$441K - $556K
|
61.2K
$5.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.19K+ 13.97% |
$440K - $555K
|
50.5K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.18K+ 17.48% |
$439K - $554K
|
41.6K
$3.69M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
6.18K+ 27.03% |
$439K - $553K
|
29K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
6.12K+ 130.58% |
$435K - $548K
|
10.8K
$960K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
6.11K+ 23.05% |
$434K - $547K
|
32.6K
$2.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.09KNew |
$432K - $545K
|
6.09K
$540K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6.08KNew |
$432K - $545K
|
6.08K
$540K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.06K+ 33.52% |
$431K - $543K
|
24.2K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
6.06KNew |
$431K - $543K
|
6.06K
$538K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
6.01K+ 19.44% |
$427K - $538K
|
36.9K
$3.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
6KNew |
$426K - $537K
|
6K
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6K+ 3000.0% |
$426K - $537K
|
6.2K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.99KNew |
$425K - $536K
|
5.99K
$531K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.98K+ 3.83% |
$425K - $536K
|
162K
$14.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
5.89KNew |
$418K - $527K
|
5.89K
$523K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.88K+ 7.09% |
$418K - $527K
|
88.9K
$7.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.88K+ 2.49% |
$418K - $526K
|
242K
$21.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.87K+ 3.07% |
$417K - $526K
|
197K
$17.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.82K+ 11.59% |
$413K - $521K
|
56K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.72K+ 109.25% |
$406K - $512K
|
10.9K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.7K+ 2.46% |
$405K - $510K
|
238K
$21.1M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.64KNew |
$401K - $505K
|
5.64K
$500K
|
|
|
Jan 22, 2024
Q4 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
5.45K+ 4.3% |
$387K - $488K
|
132K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.41K+ 63.64% |
$384K - $484K
|
13.9K
$1.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
5.4K+ 4.19% |
$384K - $484K
|
134K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
5.34K+ 8.08% |
$379K - $478K
|
71.4K
$6.34M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5.34KNew |
$379K - $478K
|
5.34K
$474K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.32K+ 45.7% |
$378K - $476K
|
17K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
5.31KNew |
$378K - $476K
|
5.31K
$472K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
5.3KNew |
$376K - $474K
|
5.3K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.29KNew |
$376K - $473K
|
5.29K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.29KNew |
$376K - $473K
|
5.29K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.26K+ 265.59% |
$374K - $471K
|
7.25K
$643K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.24K+ 15.45% |
$373K - $470K
|
39.2K
$3.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
5.17K+ 15.87% |
$368K - $463K
|
37.8K
$3.35M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.17K+ 20.63% |
$367K - $463K
|
30.2K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5.16KNew |
$366K - $462K
|
5.16K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.14K+ 78.32% |
$365K - $461K
|
11.7K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
5.12KNew |
$364K - $458K
|
5.12K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
5.09K+ 13.27% |
$362K - $456K
|
43.5K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5.01KNew |
$356K - $449K
|
5.01K
$445K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5KNew |
$355K - $448K
|
5K
$444K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
4.98K+ 24.23% |
$354K - $446K
|
25.6K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
4.91K+ 12.6% |
$349K - $440K
|
43.9K
$3.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.88K+ 13.58% |
$347K - $437K
|
40.8K
$3.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.84K+ 12.05% |
$344K - $433K
|
45K
$3.99M
|