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 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 22.55% |
$1.31M - $1.65M
|
63.3K
$5.71M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-18.8K- 17.33% |
$1.34M - $1.69M
|
89.8K
$8.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-19.6K- 31.34% |
$1.39M - $1.75M
|
42.9K
$3.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-19.9K- 52.48% |
$1.41M - $1.78M
|
18K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-20.3K- 48.18% |
$1.44M - $1.81M
|
21.8K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.3K- 6.07% |
$1.44M - $1.82M
|
315K
$28.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-20.4K- 33.67% |
$1.45M - $1.82M
|
40.1K
$3.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-20.8K- 2.86% |
$1.48M - $1.87M
|
709K
$64M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-21.2K- 21.29% |
$1.51M - $1.9M
|
78.3K
$7.07M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-22.2K- 20.03% |
$1.58M - $1.99M
|
88.6K
$8M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-22.6K- 17.72% |
$1.61M - $2.03M
|
105K
$9.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-23.5K- 70.04% |
$1.67M - $2.1M
|
10K
$906K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-23.5K- 38.89% |
$1.67M - $2.11M
|
37K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-24.2K- 51.88% |
$1.72M - $2.16M
|
22.4K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.5K- 3.07% |
$1.74M - $2.19M
|
772K
$69.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25.1K- 49.51% |
$1.78M - $2.25M
|
25.6K
$2.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-25.9K- 28.59% |
$1.84M - $2.32M
|
64.8K
$5.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-27K- 81.94% |
$1.92M - $2.42M
|
5.96K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-28K- 21.45% |
$1.99M - $2.51M
|
103K
$9.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-30.1K- 35.26% |
$2.14M - $2.69M
|
55.2K
$4.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-30.2K- 61.29% |
$2.14M - $2.7M
|
19.1K
$1.72M
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-30.2K- 22.99% |
$2.14M - $2.7M
|
101K
$9.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-33.2K- 40.12% |
$2.36M - $2.97M
|
49.5K
$4.47M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.9K- 3.23% |
$2.41M - $3.03M
|
1.01M
$91.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-34.2K- 41.47% |
$2.43M - $3.06M
|
48.3K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-34.8K- 66.59% |
$2.47M - $3.12M
|
17.5K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-34.9K- 6.68% |
$2.48M - $3.13M
|
488K
$44M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-35.3K- 30.93% |
$2.51M - $3.16M
|
78.8K
$7.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-37K- 56.86% |
$2.63M - $3.31M
|
28.1K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-37.8K- 88.15% |
$2.69M - $3.38M
|
5.08K
$459K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-39.2K- 7.74% |
$2.79M - $3.51M
|
467K
$42.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-39.8K- 18.39% |
$2.83M - $3.56M
|
177K
$15.9M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-49.7K- 42.82% |
$3.53M - $4.45M
|
66.3K
$5.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-53.5K- 21.5% |
$3.8M - $4.79M
|
195K
$17.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-54.1K- 28.55% |
$3.85M - $4.85M
|
136K
$12.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-54.8K- 22.53% |
$3.9M - $4.91M
|
189K
$17M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-56.2KClosed |
$3.99M - $5.03M
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-60K- 38.71% |
$4.26M - $5.37M
|
95K
$8.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-68.1K- 4.83% |
$4.84M - $6.1M
|
1.34M
$121M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-69.9K- 28.82% |
$4.96M - $6.26M
|
173K
$15.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-70.4K- 32.54% |
$5.01M - $6.31M
|
146K
$13.2M
|
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-75.2K- 82.5% |
$5.34M - $6.73M
|
16K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Fidato Wealth LLC
|
SELL
|
- |
-75.2K- 89.42% |
$5.34M - $6.74M
|
8.9K
$804K
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-98.3K- 36.41% |
$6.98M - $8.8M
|
172K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-104K- 15.56% |
$7.39M - $9.32M
|
565K
$51M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-105K- 85.32% |
$7.48M - $9.43M
|
18.1K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-107K- 6.82% |
$7.63M - $9.62M
|
1.47M
$132M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-107K- 62.44% |
$7.63M - $9.62M
|
64.6K
$5.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-111K- 17.73% |
$7.86M - $9.91M
|
514K
$46.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-120K- 6.4% |
$8.5M - $10.7M
|
1.75M
$158M
|