Purchases and Sales Made in Q3 2023 in Vanguard Specialized Funds Van (VNQ)

VNQ Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q3 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
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
946
New
$71.4K - $82.2K
946 $85.5K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
945
+ 5.54%
$71.3K - $82.1K
18K $1.63M
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
944
+ 3.39%
$71.2K - $82K
28.8K $2.6M
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
942
+ 6.91%
$71.1K - $81.9K
14.6K $1.32M
Nov 09, 2023 Q3 2023
Waters Parkerson & Co., LLC

BUY
 -
931
+ 3.65%
$70.2K - $80.9K
26.4K $2.39M
Oct 09, 2024 Q3 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
923
+ 8.57%
$69.6K - $80.2K
11.7K $1.06M
Nov 13, 2023 Q3 2023
Merriman Wealth Management, LLC

BUY
 -
894
+ 14.48%
$67.4K - $77.7K
7.07K $639K
Oct 19, 2023 Q3 2023
Proffitt & Goodson Inc

BUY
 -
877
+ 147.64%
$66.2K - $76.2K
1.47K $133K
Oct 16, 2023 Q3 2023
Enterprise Bank & Trust CO

BUY
 -
874
+ 0.6%
$65.9K - $75.9K
146K $13.2M
Nov 03, 2023 Q3 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
871
+ 2.48%
$65.7K - $75.7K
36K $3.25M
Oct 10, 2023 Q3 2023
Consilium Wealth Advisory, LLC

BUY
 -
800
+ 4.1%
$60.4K - $69.5K
20.3K $1.84M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
799
+ 2.23%
$60.3K - $69.4K
36.6K $3.31M
Nov 14, 2023 Q3 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
794
+ 5.05%
$59.9K - $69K
16.5K $1.49M
Nov 03, 2023 Q3 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
793
+ 1.31%
$59.8K - $68.9K
61.2K $5.54M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
789
New
$59.5K - $68.6K
789 $71.3K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
783
+ 9.59%
$59.1K - $68K
8.94K $809K
Nov 03, 2023 Q3 2023
Latigo Investments, LLC

BUY
 -
769
+ 1.1%
$58K - $66.8K
70.8K $6.4M
Oct 05, 2023 Q3 2023
Lbmc Investment Advisors, LLC

BUY
 -
766
+ 0.77%
$57.8K - $66.6K
101K $9.11M
Oct 24, 2023 Q3 2023
Morris Financial Concepts, Inc.

BUY
 -
759
+ 16.49%
$57.3K - $65.9K
5.36K $485K
Oct 20, 2023 Q3 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
748
+ 14.2%
$56.4K - $65K
6.02K $544K
Nov 06, 2023 Q3 2023
David Kennon Inc

Sarasota, FL
BUY
 -
747
+ 1.04%
$56.4K - $64.9K
72.9K $6.59M
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
746
+ 12.04%
$56.3K - $64.8K
6.94K $628K
Oct 10, 2023 Q3 2023
Central Bank & Trust CO

BUY
 -
744
+ 4.1%
$56.1K - $64.6K
18.9K $1.71M
Oct 30, 2023 Q3 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
738
+ 2.33%
$55.7K - $64.1K
32.4K $2.93M
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
735
+ 0.46%
$55.4K - $63.9K
162K $14.6M
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

BUY
 -
728
+ 19.07%
$54.9K - $63.3K
4.55K $411K
Oct 16, 2023 Q3 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
720
+ 2.8%
$54.3K - $62.6K
26.5K $2.39M
Nov 08, 2023 Q3 2023
Northeast Investment Management

BUY
 -
714
+ 3.4%
$53.9K - $62K
21.7K $1.96M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
701
+ 56.04%
$52.9K - $60.9K
1.95K $177K
Nov 14, 2023 Q3 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
700
+ 1.59%
$52.8K - $60.8K
44.8K $4.05M
Nov 16, 2023 Q3 2023
Chesapeake Wealth Management

BUY
 -
695
+ 7.65%
$52.4K - $60.4K
9.78K $884K
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
688
+ 7.4%
$51.9K - $59.8K
9.98K $903K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
687
+ 2.32%
$51.8K - $59.7K
30.3K $2.74M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
683
+ 1.8%
$51.5K - $59.3K
38.6K $3.49M
Nov 14, 2023 Q3 2023
Verde Capital Management

BUY
 -
683
+ 9.08%
$51.5K - $59.3K
8.21K $742K
Nov 13, 2023 Q3 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
675
+ 1.47%
$50.9K - $58.7K
46.6K $4.21M
Nov 13, 2023 Q3 2023
Coombe, Bender & CO LLC

BUY
 -
665
+ 2.27%
$50.2K - $57.8K
29.9K $2.71M
Oct 20, 2023 Q3 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
661
+ 3.33%
$49.9K - $57.4K
20.5K $1.86M
Oct 20, 2023 Q3 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
652
+ 0.53%
$49.2K - $56.7K
123K $11.2M
Dec 04, 2023 Q3 2023
Trust CO

BUY
 -
647
+ 6.13%
$48.8K - $56.2K
11.2K $1.01M
Oct 12, 2023 Q3 2023
Toth Financial Advisory Corp

BUY
 -
643
+ 50.04%
$48.5K - $55.9K
1.93K $174K
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
636
+ 21.46%
$48K - $55.3K
3.6K $326K
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
634
+ 2.51%
$47.8K - $55.1K
25.9K $2.34M
Nov 07, 2023 Q3 2023
Warwick Investment Management, Inc.

BUY
 -
634
+ 1.55%
$47.8K - $55.1K
41.5K $3.75M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
628
+ 8.04%
$47.4K - $54.6K
8.44K $763K
Oct 23, 2023 Q3 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
609
+ 17.91%
$45.9K - $52.9K
4.01K $363K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
607
+ 14.73%
$45.8K - $52.7K
4.73K $428K
Oct 30, 2023 Q3 2023
Bell Bank

BUY
 -
607
+ 13.51%
$45.8K - $52.7K
5.1K $461K
Oct 13, 2023 Q3 2023
Sara Bay Financial

BUY
 -
602
+ 7.56%
$45.4K - $52.3K
8.56K $774K

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