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
|
First National Bank Of South Miami
|
SELL
|
- |
-7.45K- 22.13% |
$578K - $698K
|
26.2K
$2.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7.47K- 74.89% |
$580K - $700K
|
2.5K
$220K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.58K- 79.1% |
$588K - $710K
|
2K
$176K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7.6K- 91.63% |
$590K - $712K
|
694
$60.9K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-7.71K- 24.01% |
$598K - $722K
|
24.4K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-7.82K- 10.32% |
$606K - $732K
|
67.9K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-7.94K- 32.51% |
$616K - $744K
|
16.5K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-8.52K- 6.01% |
$661K - $799K
|
133K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.62K- 3.12% |
$669K - $807K
|
267K
$23.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8.88K- 30.32% |
$689K - $832K
|
20.4K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8.91K- 40.64% |
$691K - $835K
|
13K
$1.14M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-9.08K- 16.86% |
$704K - $851K
|
44.8K
$3.93M
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-9.19K- 64.97% |
$713K - $861K
|
4.96K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-9.27K- 34.55% |
$719K - $869K
|
17.6K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.33K- 4.06% |
$724K - $875K
|
221K
$19.4M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-9.5K- 43.62% |
$737K - $890K
|
12.3K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.87K- 5.17% |
$766K - $925K
|
181K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.98K- 1.26% |
$775K - $936K
|
782K
$68.5M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-10.1K- 13.95% |
$785K - $948K
|
62.4K
$5.47M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.1K- 4.6% |
$786K - $949K
|
210K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.4K- 0.24% |
$807K - $975K
|
4.29M
$376M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.4K- 11.93% |
$810K - $978K
|
77.1K
$6.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-10.5K- 22.37% |
$817K - $986K
|
36.5K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-10.6K- 77.27% |
$819K - $989K
|
3.1K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 2.77% |
$825K - $996K
|
373K
$32.7M
|
|
|
May 04, 2023
Q1 2023
|
Fairfield University
|
SELL
|
- |
-10.8K- 5.34% |
$837K - $1.01M
|
191K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-10.9K- 64.33% |
$848K - $1.02M
|
6.06K
$531K
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-11K- 21.46% |
$850K - $1.03M
|
40.1K
$3.52M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-11.3K- 54.96% |
$876K - $1.06M
|
9.25K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-11.5K- 9.23% |
$890K - $1.07M
|
113K
$9.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-11.5K- 8.5% |
$891K - $1.08M
|
124K
$10.8M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11.6K- 14.51% |
$897K - $1.08M
|
68.1K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.7K- 3.47% |
$909K - $1.1M
|
326K
$28.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-11.9K- 86.18% |
$927K - $1.12M
|
1.92K
$168K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-12.2K- 9.16% |
$947K - $1.14M
|
121K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.5K- 5.94% |
$966K - $1.17M
|
197K
$17.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-12.5K- 24.84% |
$967K - $1.17M
|
37.7K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-12.6K- 67.21% |
$977K - $1.18M
|
6.14K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-12.7K- 31.24% |
$986K - $1.19M
|
28K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-12.8K- 99.95% |
$996K - $1.2M
|
7
$614
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-12.9K- 99.92% |
$1M - $1.21M
|
10
$877
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-13.1K- 61.38% |
$1.02M - $1.23M
|
8.26K
$724K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-13.2K- 78.32% |
$1.03M - $1.24M
|
3.66K
$321K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-13.4K- 13.37% |
$1.04M - $1.26M
|
86.8K
$7.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.5K- 8.37% |
$1.05M - $1.26M
|
148K
$12.9M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-13.5K- 41.21% |
$1.05M - $1.26M
|
19.3K
$1.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.6K- 15.14% |
$1.06M - $1.28M
|
76.3K
$6.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.9K- 7.47% |
$1.15M - $1.39M
|
184K
$16.2M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-15.1K- 13.04% |
$1.17M - $1.42M
|
101K
$8.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-15.6K- 62.82% |
$1.21M - $1.46M
|
9.22K
$808K
|