Purchases and Sales Made in Q1 2023 in Vanguard Specialized Funds Van (VNQ)
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 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
27+ 0.57% |
$2.09K - $2.53K
|
4.73K
$415K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
27+ 0.8% |
$2.09K - $2.53K
|
3.39K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
27+ 0.42% |
$2.09K - $2.53K
|
6.41K
$562K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
25+ 0.91% |
$1.94K - $2.34K
|
2.78K
$244K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24+ 4.12% |
$1.86K - $2.25K
|
607
$53.2K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
24+ 0.74% |
$1.86K - $2.25K
|
3.28K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
24+ 2.6% |
$1.86K - $2.25K
|
948
$83.1K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
24+ 1.07% |
$1.86K - $2.25K
|
2.27K
$199K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
19+ 0.18% |
$1.47K - $1.78K
|
10.4K
$911K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18+ 0.34% |
$1.4K - $1.69K
|
5.33K
$468K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
18+ 0.55% |
$1.4K - $1.69K
|
3.29K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
18+ 0.15% |
$1.4K - $1.69K
|
11.7K
$1.02M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
16+ 0.47% |
$1.24K - $1.5K
|
3.45K
$302K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.18% |
$1.24K - $1.5K
|
8.77K
$769K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 0.24% |
$1.09K - $1.31K
|
5.87K
$515K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
14+ 0.46% |
$1.09K - $1.31K
|
3.07K
$269K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12+ 0.13% |
$931 - $1.12K
|
9.41K
$825K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
11+ 0.33% |
$853 - $1.03K
|
3.32K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
11+ 0.44% |
$853 - $1.03K
|
2.52K
$221K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 0.56% |
$698 - $843
|
1.62K
$142K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9+ 0.17% |
$698 - $843
|
5.23K
$458K
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.33% |
$698 - $843
|
2.72K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9New |
$698 - $843
|
9
$789
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8+ 0.3% |
$621 - $750
|
2.71K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.01% |
$621 - $750
|
85.1K
$7.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
7+ 0.19% |
$543 - $656
|
3.72K
$326K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.09% |
$543 - $656
|
7.62K
$668K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
7+ 0.2% |
$543 - $656
|
3.43K
$301K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
6+ 0.23% |
$466 - $562
|
2.59K
$227K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.03% |
$466 - $562
|
18.3K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
6New |
$466 - $562
|
6
$526
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.13% |
$388 - $469
|
3.83K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.02% |
$388 - $469
|
20.8K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4+ 0.43% |
$310 - $375
|
928
$81.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.34% |
$233 - $281
|
890
$78K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.27% |
$233 - $281
|
1.11K
$97.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 2.21% |
$233 - $281
|
139
$12.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3+ 0.07% |
$233 - $281
|
4.34K
$380K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3+ 0.08% |
$233 - $281
|
3.81K
$334K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3+ 0.09% |
$233 - $281
|
3.44K
$302K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.91% |
$233 - $281
|
334
$29.3K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3+ 0.29% |
$233 - $281
|
1.05K
$92.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.31% |
$155 - $187
|
646
$56.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2+ 4.26% |
$155 - $187
|
49
$4.3K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$155 - $187
|
3.25K
$285K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$77.6 - $93.7
|
25.1K
$2.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
1+ 0.03% |
$77.6 - $93.7
|
2.91K
$255K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
1New |
$77.6 - $93.7
|
1
$87.7
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.79% |
$77.6 - $93.7
|
127
$11.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1+ 0.03% |
$77.6 - $93.7
|
3.77K
$330K
|