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 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-289- 8.93% |
$22.4K - $27.1K
|
2.95K
$259K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-289- 13.52% |
$22.4K - $27.1K
|
1.85K
$162K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-295- 30.57% |
$22.9K - $27.6K
|
670
$58.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-295- 1.36% |
$22.9K - $27.6K
|
21.4K
$1.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-298- 11.37% |
$23.1K - $27.9K
|
2.32K
$204K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-298- 9.01% |
$23.1K - $27.9K
|
3.01K
$264K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-300- 5.7% |
$23.3K - $28.1K
|
4.97K
$435K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-301- 9.26% |
$23.4K - $28.2K
|
2.95K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-302- 1.77% |
$23.4K - $28.3K
|
16.7K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-308- 2.01% |
$23.9K - $28.9K
|
15K
$1.32M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-309- 2.81% |
$24K - $29K
|
10.7K
$938K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-311- 5.43% |
$24.1K - $29.1K
|
5.42K
$475K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-312- 66.52% |
$24.2K - $29.2K
|
157
$13.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-317- 1.67% |
$24.6K - $29.7K
|
18.7K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-318- 2.19% |
$24.7K - $29.8K
|
14.2K
$1.25M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-318- 50.32% |
$24.7K - $29.8K
|
314
$27.5K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-323- 6.91% |
$25.1K - $30.3K
|
4.35K
$382K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-325- 1.69% |
$25.2K - $30.5K
|
18.9K
$1.66M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-325- 1.69% |
$25.2K - $30.5K
|
18.9K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-330- 7.89% |
$25.6K - $30.9K
|
3.85K
$338K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-331- 7.25% |
$25.7K - $31K
|
4.24K
$372K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-336- 8.1% |
$26.1K - $31.5K
|
3.81K
$334K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-338- 7.04% |
$26.2K - $31.7K
|
4.46K
$391K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-341- 2.46% |
$26.5K - $32K
|
13.5K
$1.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-342- 1.75% |
$26.5K - $32K
|
19.2K
$1.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-350- 3.41% |
$27.2K - $32.8K
|
9.93K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-350- 25.0% |
$27.2K - $32.8K
|
1.05K
$92.1K
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-351- 3.02% |
$27.2K - $32.9K
|
11.3K
$987K
|
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-375- 0.05% |
$29.1K - $35.1K
|
752K
$66M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-376- 4.66% |
$29.2K - $35.2K
|
7.7K
$675K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-376- 0.73% |
$29.2K - $35.2K
|
50.9K
$4.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-377- 8.93% |
$29.3K - $35.3K
|
3.85K
$337K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-377- 9.31% |
$29.3K - $35.3K
|
3.67K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-382- 7.07% |
$29.6K - $35.8K
|
5.02K
$440K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-386- 5.36% |
$29.9K - $36.2K
|
6.81K
$597K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-391- 2.93% |
$30.3K - $36.6K
|
13K
$1.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-395- 8.53% |
$30.6K - $37K
|
4.24K
$371K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-395- 10.47% |
$30.6K - $37K
|
3.38K
$296K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-395- 6.01% |
$30.6K - $37K
|
6.18K
$542K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-399- 12.9% |
$31K - $37.4K
|
2.69K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-402- 1.89% |
$31.2K - $37.7K
|
20.8K
$1.83M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-407- 1.09% |
$31.6K - $38.1K
|
37K
$3.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-412- 4.04% |
$32K - $38.6K
|
9.79K
$858K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-419- 2.46% |
$32.5K - $39.3K
|
16.6K
$1.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-428- 3.48% |
$33.2K - $40.1K
|
11.9K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-430- 49.03% |
$33.4K - $40.3K
|
447
$39.2K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-439- 2.86% |
$34.1K - $41.1K
|
14.9K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-441- 14.27% |
$34.2K - $41.3K
|
2.65K
$232K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-444- 2.39% |
$34.4K - $41.6K
|
18.1K
$1.59M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-448- 99.12% |
$34.8K - $42K
|
4
$351
|