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 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-635- 5.06% |
$49.3K - $59.5K
|
11.9K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-639- 12.62% |
$49.6K - $59.9K
|
4.42K
$388K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-643- 10.05% |
$49.9K - $60.2K
|
5.75K
$504K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-647- 5.4% |
$50.2K - $60.6K
|
11.3K
$994K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-653- 4.67% |
$50.7K - $61.2K
|
13.3K
$1.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-660- 8.06% |
$51.2K - $61.8K
|
7.53K
$660K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-663Closed |
$51.4K - $62.1K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-675- 0.73% |
$52.4K - $63.2K
|
92.2K
$8.09M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-678- 0.93% |
$52.6K - $63.5K
|
72.3K
$6.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-689- 1.51% |
$53.5K - $64.6K
|
45K
$3.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-692- 0.91% |
$53.7K - $64.8K
|
75.4K
$6.61M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-700- 10.46% |
$54.3K - $65.6K
|
5.99K
$526K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-700- 10.5% |
$54.3K - $65.6K
|
5.97K
$523K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-704- 6.01% |
$54.6K - $66K
|
11K
$966K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-707- 3.9% |
$54.9K - $66.2K
|
17.4K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-707- 9.48% |
$54.9K - $66.2K
|
6.75K
$592K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-710- 11.82% |
$55.1K - $66.5K
|
5.3K
$464K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-713- 3.98% |
$55.3K - $66.8K
|
17.2K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-716- 14.23% |
$55.6K - $67.1K
|
4.32K
$379K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-718- 5.3% |
$55.7K - $67.3K
|
12.8K
$1.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-719- 3.3% |
$55.8K - $67.4K
|
21K
$1.84M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-719- 1.68% |
$55.8K - $67.4K
|
42K
$3.69M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-719- 1.86% |
$55.8K - $67.4K
|
38K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-719- 3.11% |
$55.8K - $67.4K
|
22.4K
$1.97M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-719- 6.53% |
$55.8K - $67.4K
|
10.3K
$903K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-726- 34.64% |
$56.3K - $68K
|
1.37K
$120K
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-734- 3.16% |
$57K - $68.8K
|
22.5K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-754- 22.79% |
$58.5K - $70.6K
|
2.55K
$224K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-756- 1.25% |
$58.7K - $70.8K
|
59.8K
$5.24M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-761- 17.19% |
$59K - $71.3K
|
3.67K
$322K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-761- 2.84% |
$59K - $71.3K
|
26K
$2.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-764- 18.59% |
$59.3K - $71.6K
|
3.35K
$293K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-770- 19.39% |
$59.7K - $72.1K
|
3.2K
$281K
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-777- 7.01% |
$60.3K - $72.8K
|
10.3K
$904K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-782- 12.39% |
$60.7K - $73.3K
|
5.53K
$485K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-786- 18.56% |
$61K - $73.6K
|
3.45K
$302K
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-789- 2.16% |
$61.2K - $73.9K
|
35.7K
$3.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-805- 19.44% |
$62.5K - $75.4K
|
3.34K
$293K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-811- 4.08% |
$62.9K - $76K
|
19.1K
$1.67M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-812- 16.87% |
$63K - $76.1K
|
4K
$351K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-829- 22.31% |
$64.3K - $77.7K
|
2.89K
$253K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-834- 4.81% |
$64.7K - $78.1K
|
16.5K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-837- 5.66% |
$64.9K - $78.4K
|
14K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-841- 9.56% |
$65.3K - $78.8K
|
7.96K
$698K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-847- 12.43% |
$65.7K - $79.4K
|
5.97K
$523K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-856- 88.89% |
$66.4K - $80.2K
|
107
$9.38K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-869- 6.14% |
$67.4K - $81.4K
|
13.3K
$1.17M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-890- 49.2% |
$69.1K - $83.4K
|
919
$80.6K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-893- 21.78% |
$69.3K - $83.7K
|
3.21K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-898- 7.32% |
$69.7K - $84.1K
|
11.4K
$997K
|