Purchases and Sales Made in Q1 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 Q1 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
May 10, 2023 Q1 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
413
+ 1.47%
$32K - $38.7K
28.5K $2.5M
May 09, 2023 Q1 2023
Blue Sky Wealth Advisors, LLC

BUY
 -
403
+ 1.12%
$31.3K - $37.8K
36.3K $3.18M
May 04, 2023 Q1 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
398
+ 4.06%
$30.9K - $37.3K
10.2K $896K
Aug 28, 2024 Q1 2023
Farmers National Bank

Danville, KY
BUY
 -
393
+ 4.4%
$30.5K - $36.8K
9.32K $817K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
372
+ 320.69%
$28.9K - $34.9K
488 $42.8K
May 15, 2023 Q1 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
370
+ 1.57%
$28.7K - $34.7K
23.9K $2.1M
May 05, 2023 Q1 2023
Ml & R Wealth Management LLC

BUY
 -
366
+ 2.32%
$28.4K - $34.3K
16.2K $1.42M
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
365
+ 0.63%
$28.3K - $34.2K
58.2K $5.1M
Apr 24, 2023 Q1 2023
Windward Private Wealth Management Inc.

BUY
 -
360
+ 2.34%
$27.9K - $33.7K
15.8K $1.38M
May 03, 2023 Q1 2023
Arrow Financial Corp

BUY
 -
360
+ 8.73%
$27.9K - $33.7K
4.49K $393K
Apr 22, 2024 Q1 2023
Fee Only Financial Planning, L.C.

Okatie, SC
BUY
 -
350
+ 8.78%
$27.2K - $32.8K
4.34K $380K
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
347
+ 0.32%
$26.9K - $32.5K
108K $9.48M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
340
+ 1.2%
$26.4K - $31.9K
28.7K $2.51M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
333
+ 0.81%
$25.8K - $31.2K
41.4K $3.63M
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
333
New
$25.8K - $31.2K
333 $29.2K
May 08, 2023 Q1 2023
Capital Performance Advisors LLP

BUY
 -
330
+ 9.15%
$25.6K - $30.9K
3.94K $345K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
330
New
$25.6K - $30.9K
330 $28.9K
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

BUY
 -
329
+ 1.89%
$25.5K - $30.8K
17.7K $1.55M
May 04, 2023 Q1 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
322
+ 7.94%
$25K - $30.2K
4.38K $384K
Apr 26, 2023 Q1 2023
Deroy & Devereaux Private Investment Counsel Inc

BUY
 -
320
+ 7.23%
$24.8K - $30K
4.75K $416K
Apr 10, 2023 Q1 2023
Mc Namara Financial Services, Inc.

BUY
 -
318
+ 9.86%
$24.7K - $29.8K
3.54K $311K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
315
+ 0.85%
$24.4K - $29.5K
37.3K $3.27M
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
302
+ 31.52%
$23.4K - $28.3K
1.26K $110K
May 05, 2023 Q1 2023
Verus Financial Partners, Inc.

BUY
 -
302
+ 4.32%
$23.4K - $28.3K
7.29K $639K
May 09, 2023 Q1 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
300
New
$23.3K - $28.1K
300 $26.3K
May 11, 2023 Q1 2023
Nikulski Financial, Inc.

BUY
 -
293
+ 4.21%
$22.7K - $27.5K
7.26K $636K
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
BUY
 -
288
+ 3.82%
$22.3K - $27K
7.83K $686K
May 09, 2023 Q1 2023
Griffin Asset Management, Inc.

BUY
 -
288
+ 8.54%
$22.3K - $27K
3.66K $321K
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
288
+ 0.65%
$22.3K - $27K
44.6K $3.91M
May 08, 2023 Q1 2023
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
286
+ 18.87%
$22.2K - $26.8K
1.8K $158K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
284
+ 1.73%
$22K - $26.6K
16.7K $1.46M
May 01, 2023 Q1 2023
Knights Of Columbus Asset Advisors LLC

New Haven, CT
BUY
 -
283
+ 48.54%
$22K - $26.5K
866 $75.9K
May 05, 2023 Q1 2023
Financial Connections Group, Inc.

BUY
 -
282
New
$21.9K - $26.4K
282 $24.7K
Apr 17, 2023 Q1 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
280
+ 6.08%
$21.7K - $26.2K
4.89K $428K
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
270
+ 0.56%
$20.9K - $25.3K
48.2K $4.23M
May 05, 2023 Q1 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
269
+ 2.5%
$20.9K - $25.2K
11K $968K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
265
+ 0.6%
$20.6K - $24.8K
44.2K $3.88M
Apr 11, 2023 Q1 2023
Lbj Family Wealth Advisors, Ltd.

BUY
 -
264
+ 0.67%
$20.5K - $24.7K
39.7K $3.48M
May 11, 2023 Q1 2023
Meitav Dash Investments LTD

BUY
 -
263
+ 0.6%
$20.4K - $24.6K
44K $3.86M
May 10, 2023 Q1 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
256
+ 1.34%
$19.9K - $24K
19.4K $1.7M
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
254
New
$19.7K - $23.8K
254 $22.3K
May 10, 2023 Q1 2023
Burney CO

Reston, VA
BUY
 -
227
+ 4.41%
$17.6K - $21.3K
5.38K $472K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
227
+ 3.09%
$17.6K - $21.3K
7.56K $663K
Apr 24, 2023 Q1 2023
First Bancorp, Inc

BUY
 -
225
+ 2.56%
$17.5K - $21.1K
9.01K $790K
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
224
+ 1.79%
$17.4K - $21K
12.8K $1.12M
Oct 09, 2024 Q1 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
223
+ 2.21%
$17.3K - $20.9K
10.3K $903K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
218
+ 0.28%
$16.9K - $20.4K
78.3K $6.87M
Apr 28, 2023 Q1 2023
Sns Financial Group, LLC

BUY
 -
216
+ 1.54%
$16.8K - $20.2K
14.2K $1.25M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
212
+ 11.02%
$16.4K - $19.9K
2.14K $187K

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