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 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
4.8K+ 15.63% |
$341K - $429K
|
35.5K
$3.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.79K+ 11.1% |
$340K - $429K
|
48K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
BUY
|
- |
4.72K+ 7.4% |
$335K - $422K
|
68.5K
$6.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.7K+ 3.7% |
$334K - $421K
|
132K
$11.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.68K+ 38.78% |
$332K - $419K
|
16.7K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.66K+ 4.97% |
$331K - $417K
|
98.3K
$8.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
4.65K+ 1.51% |
$330K - $416K
|
312K
$27.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.65K+ 4.59% |
$330K - $416K
|
106K
$9.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.61K+ 6.55% |
$327K - $412K
|
75K
$6.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.59K+ 66.91% |
$326K - $411K
|
11.4K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.51K+ 23.69% |
$321K - $404K
|
23.6K
$2.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.48KNew |
$318K - $401K
|
4.48K
$398K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
4.47KNew |
$318K - $400K
|
4.47K
$397K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.46K+ 116.25% |
$317K - $399K
|
8.29K
$736K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.36KNew |
$310K - $391K
|
4.36K
$387K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.35K+ 102.35% |
$309K - $389K
|
8.6K
$763K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.29K+ 11.75% |
$305K - $384K
|
40.8K
$3.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
4.26KNew |
$303K - $381K
|
4.26K
$378K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.23K+ 1.81% |
$300K - $378K
|
238K
$21.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.21K+ 69.94% |
$299K - $377K
|
10.2K
$909K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.11K+ 7.12% |
$292K - $368K
|
61.8K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.11K+ 66.48% |
$292K - $368K
|
10.3K
$913K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
4.11KNew |
$292K - $368K
|
4.11K
$364K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.09K+ 71.9% |
$291K - $366K
|
9.78K
$868K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.08KNew |
$290K - $366K
|
4.08K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.06K+ 87.72% |
$289K - $364K
|
8.7K
$772K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
4K+ 41.46% |
$284K - $358K
|
13.6K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.92KNew |
$278K - $351K
|
3.92K
$348K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.86KNew |
$274K - $346K
|
3.86K
$343K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.86K+ 4.98% |
$274K - $346K
|
81.4K
$7.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
3.83KNew |
$272K - $343K
|
3.83K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.78K+ 10.56% |
$269K - $338K
|
39.6K
$3.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.77K+ 95.73% |
$268K - $337K
|
7.7K
$684K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.77KNew |
$268K - $337K
|
3.77K
$334K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.76KNew |
$267K - $337K
|
3.76K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$264K - $332K
|
3.71K
$330K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.69KNew |
$262K - $330K
|
3.69K
$328K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.69KNew |
$262K - $330K
|
3.69K
$327K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
3.65KNew |
$259K - $327K
|
3.65K
$324K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.63K+ 2.93% |
$258K - $325K
|
127K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.62KNew |
$257K - $324K
|
3.62K
$321K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.56KNew |
$253K - $318K
|
3.56K
$316K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.55K+ 1.84% |
$253K - $318K
|
197K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.54K+ 78.46% |
$251K - $317K
|
8.04K
$714K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.52KNew |
$250K - $315K
|
3.52K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.51KNew |
$249K - $314K
|
3.51K
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.49KNew |
$248K - $313K
|
3.49K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.49KNew |
$248K - $312K
|
3.49K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.46K+ 4.81% |
$246K - $310K
|
75.3K
$6.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.45KNew |
$245K - $309K
|
3.45K
$306K
|