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 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-3.78K- 5.59% |
$268K - $338K
|
63.7K
$5.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-3.78K- 22.59% |
$269K - $339K
|
13K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.89K- 12.48% |
$276K - $348K
|
27.3K
$2.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-4.01K- 41.2% |
$285K - $359K
|
5.73K
$525K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-4.05K- 1.26% |
$288K - $363K
|
318K
$29.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.07K- 9.02% |
$289K - $364K
|
41K
$3.76M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-4.1K- 27.48% |
$291K - $367K
|
10.8K
$992K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.19K- 4.32% |
$298K - $375K
|
92.8K
$8.5M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.22K- 1.74% |
$300K - $378K
|
238K
$21.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.24K- 13.36% |
$301K - $379K
|
27.5K
$2.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4.26K- 13.15% |
$302K - $381K
|
28.1K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-4.26K- 8.37% |
$302K - $381K
|
46.6K
$4.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.3K- 5.32% |
$306K - $385K
|
76.6K
$7.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.5K- 23.0% |
$320K - $403K
|
15.1K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-4.51K- 7.43% |
$320K - $404K
|
56.1K
$5.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.52K- 2.49% |
$321K - $405K
|
177K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-4.53K- 13.04% |
$322K - $405K
|
30.2K
$2.77M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-4.56K- 6.01% |
$324K - $408K
|
71.3K
$6.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.68K- 7.62% |
$332K - $419K
|
56.7K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.7K- 12.04% |
$334K - $421K
|
34.4K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.73K- 26.8% |
$336K - $423K
|
12.9K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-4.8K- 20.94% |
$341K - $430K
|
18.1K
$1.66M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.93K- 1.38% |
$350K - $441K
|
352K
$32.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.96K- 12.49% |
$352K - $444K
|
34.7K
$3.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5K- 12.2% |
$355K - $448K
|
36K
$3.3M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.08K- 29.54% |
$361K - $455K
|
12.1K
$1.11M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.16KClosed |
$366K - $462K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-5.18K- 27.18% |
$368K - $463K
|
13.9K
$1.27M
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-5.18K- 27.18% |
$368K - $463K
|
13.9K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-5.22K- 3.43% |
$371K - $467K
|
147K
$13.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.24K- 58.09% |
$372K - $469K
|
3.78K
$346K
|
|
|
Feb 02, 2024
Q4 2023
|
Oikos Holdings LLC
|
SELL
|
- |
-5.31K- 1.4% |
$377K - $475K
|
374K
$34.3M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-5.46K- 1.49% |
$388K - $489K
|
361K
$33.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.47K- 3.3% |
$389K - $490K
|
160K
$14.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.51K- 31.19% |
$392K - $494K
|
12.2K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-5.61K- 4.74% |
$399K - $502K
|
113K
$10.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.65K- 22.23% |
$401K - $505K
|
19.8K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.71K- 15.3% |
$406K - $511K
|
31.6K
$2.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.75K- 8.13% |
$408K - $515K
|
65K
$5.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5.82K- 12.79% |
$413K - $521K
|
39.7K
$3.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.86K- 16.28% |
$416K - $524K
|
30.1K
$2.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.89K- 29.11% |
$418K - $527K
|
14.3K
$1.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.9K- 53.7% |
$419K - $528K
|
5.09K
$466K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-5.96K- 39.61% |
$423K - $533K
|
9.08K
$832K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.09K- 22.13% |
$433K - $546K
|
21.4K
$1.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.13K- 5.56% |
$436K - $549K
|
104K
$9.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-6.19K- 66.67% |
$440K - $554K
|
3.09K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.21K- 9.72% |
$441K - $556K
|
57.7K
$5.29M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.35K- 16.94% |
$451K - $568K
|
31.1K
$2.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.41K- 10.56% |
$456K - $574K
|
54.3K
$4.98M
|