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 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-64.6K- 67.56% |
$5.01M - $6.06M
|
31K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-64.7K- 57.31% |
$5.02M - $6.07M
|
48.2K
$4.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-68.4K- 73.17% |
$5.31M - $6.41M
|
25.1K
$2.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-71.7K- 52.92% |
$5.56M - $6.71M
|
63.7K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-73.5K- 74.17% |
$5.7M - $6.89M
|
25.6K
$2.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-76.5K- 98.54% |
$5.93M - $7.17M
|
1.13K
$99.2K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-76.6K- 36.64% |
$5.95M - $7.18M
|
133K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-82.2K- 19.04% |
$6.38M - $7.71M
|
350K
$30.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-89.3K- 17.42% |
$6.93M - $8.37M
|
423K
$37M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-96K- 46.13% |
$7.45M - $8.99M
|
112K
$9.8M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-97.7K- 16.36% |
$7.58M - $9.15M
|
499K
$43.7M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-98.1K- 45.16% |
$7.61M - $9.2M
|
119K
$10.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-100K- 68.3% |
$7.78M - $9.4M
|
46.6K
$4.07M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-106K- 58.24% |
$8.23M - $9.94M
|
76.1K
$6.65M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-108K- 46.41% |
$8.37M - $10.1M
|
125K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-109K- 98.97% |
$8.45M - $10.2M
|
1.14K
$99.4K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-109K- 32.48% |
$8.46M - $10.2M
|
227K
$19.8M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-109K- 70.83% |
$8.47M - $10.2M
|
45K
$3.93M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-118K- 10.34% |
$9.12M - $11M
|
1.02M
$89.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-121K- 13.66% |
$9.37M - $11.3M
|
763K
$66.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-124K- 7.38% |
$9.6M - $11.6M
|
1.55M
$136M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-126K- 4.53% |
$9.79M - $11.8M
|
2.66M
$233M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-132K- 42.23% |
$10.2M - $12.4M
|
181K
$15.8M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-162K- 11.19% |
$12.6M - $15.2M
|
1.29M
$113M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-185K- 2.78% |
$14.4M - $17.4M
|
6.47M
$566M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-196K- 59.98% |
$15.2M - $18.3M
|
131K
$11.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-221K- 95.97% |
$17.1M - $20.7M
|
9.26K
$809K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-341K- 2.07% |
$26.5M - $32M
|
16.1M
$1.41B
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-364K- 98.8% |
$28.2M - $34.1M
|
4.44K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-386K- 68.5% |
$29.9M - $36.1M
|
177K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-468K- 59.72% |
$36.3M - $43.8M
|
316K
$27.6M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-655K- 16.89% |
$50.9M - $61.4M
|
3.23M
$282M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-665K- 6.79% |
$51.6M - $62.3M
|
9.14M
$799M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-797K- 3.82% |
$61.8M - $74.6M
|
20M
$1.75B
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-810K- 92.85% |
$62.8M - $75.9M
|
62.3K
$5.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.2M- 69.35% |
$93.1M - $112M
|
530K
$46.4M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.06M- 56.16% |
$159M - $193M
|
1.6M
$140M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.53M- 57.03% |
$196M - $237M
|
1.91M
$167M
|
|
|
May 01, 2023
Q1 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-2.79M- 43.5% |
$217M - $262M
|
3.63M
$317M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.84M- 20.46% |
$221M - $267M
|
11.1M
$967M
|