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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-102- 2.04% |
$7.91K - $9.56K
|
4.9K
$430K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-103- 3.32% |
$7.99K - $9.65K
|
3K
$263K
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-103- 1.64% |
$7.99K - $9.65K
|
6.2K
$543K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-104- 22.41% |
$8.07K - $9.74K
|
360
$31.6K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-106- 0.89% |
$8.22K - $9.93K
|
11.8K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-107- 0.03% |
$8.3K - $10K
|
402K
$35.3M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-108- 10.8% |
$8.38K - $10.1K
|
892
$78.2K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-109- 1.05% |
$8.46K - $10.2K
|
10.2K
$898K
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-110- 1.3% |
$8.53K - $10.3K
|
8.37K
$734K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-112- 0.93% |
$8.69K - $10.5K
|
11.9K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-113- 21.69% |
$8.77K - $10.6K
|
408
$35.8K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-114- 2.0% |
$8.85K - $10.7K
|
5.58K
$489K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-115- 62.5% |
$8.92K - $10.8K
|
69
$6.05K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-117- 0.84% |
$9.08K - $11K
|
13.9K
$1.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-119- 16.69% |
$9.23K - $11.2K
|
594
$52.1K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-120- 63.16% |
$9.31K - $11.2K
|
70
$6.14K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-120- 3.93% |
$9.31K - $11.2K
|
2.93K
$257K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-124- 2.83% |
$9.62K - $11.6K
|
4.25K
$373K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-125- 0.55% |
$9.7K - $11.7K
|
22.6K
$1.98M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-126- 3.3% |
$9.78K - $11.8K
|
3.7K
$324K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-130- 0.96% |
$10.1K - $12.2K
|
13.4K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-133- 1.94% |
$10.3K - $12.5K
|
6.71K
$588K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-136- 16.43% |
$10.6K - $12.7K
|
692
$60.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-137- 17.82% |
$10.6K - $12.8K
|
632
$55.4K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-137- 2.02% |
$10.6K - $12.8K
|
6.65K
$583K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-138- 2.48% |
$10.7K - $12.9K
|
5.42K
$475K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-139- 2.39% |
$10.8K - $13K
|
5.67K
$497K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-141- 4.98% |
$10.9K - $13.2K
|
2.69K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-145- 3.01% |
$11.3K - $13.6K
|
4.67K
$409K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-148- 1.68% |
$11.5K - $13.9K
|
8.67K
$760K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-150- 5.75% |
$11.6K - $14.1K
|
2.46K
$216K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-154- 1.53% |
$11.9K - $14.4K
|
9.93K
$871K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-154- 24.1% |
$11.9K - $14.4K
|
485
$42.5K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-155- 62.0% |
$12K - $14.5K
|
95
$8.33K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-158- 0.2% |
$12.3K - $14.8K
|
80.9K
$7.09M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-158- 1.35% |
$12.3K - $14.8K
|
11.6K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-161- 4.93% |
$12.5K - $15.1K
|
3.1K
$272K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-164- 0.82% |
$12.7K - $15.4K
|
19.8K
$1.74M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-172- 1.49% |
$13.3K - $16.1K
|
11.3K
$995K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-172- 3.56% |
$13.3K - $16.1K
|
4.66K
$409K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-174- 1.6% |
$13.5K - $16.3K
|
10.7K
$940K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-175- 3.83% |
$13.6K - $16.4K
|
4.4K
$386K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-176- 0.39% |
$13.7K - $16.5K
|
44.4K
$3.9M
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-176- 1.18% |
$13.7K - $16.5K
|
14.7K
$1.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-177- 0.42% |
$13.7K - $16.6K
|
42.3K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-177- 8.33% |
$13.7K - $16.6K
|
1.95K
$171K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-178- 4.21% |
$13.8K - $16.7K
|
4.05K
$355K
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-180- 0.72% |
$14K - $16.9K
|
25K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-181- 8.5% |
$14K - $17K
|
1.95K
$171K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-186- 0.54% |
$14.4K - $17.4K
|
34.2K
$2.99M
|