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 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.03K+ 6.04% |
$79.6K - $96.1K
|
18K
$1.61M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.01K+ 0.42% |
$78.1K - $94.3K
|
240K
$21.5M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.01K+ 32.3% |
$78.1K - $94.3K
|
4.12K
$369K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
996+ 18.76% |
$77.3K - $93.3K
|
6.31K
$565K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
985New |
$76.4K - $92.3K
|
985
$88.3K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
983+ 7.13% |
$76.3K - $92.1K
|
14.8K
$1.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
974+ 1.51% |
$75.6K - $91.3K
|
65.4K
$5.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
964+ 6.57% |
$74.8K - $90.3K
|
15.6K
$1.4M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
964+ 5.14% |
$74.8K - $90.3K
|
19.7K
$1.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
955New |
$74.1K - $89.5K
|
955
$85.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
939+ 2.24% |
$72.9K - $88K
|
42.9K
$3.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
939+ 30.56% |
$72.9K - $88K
|
4.01K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
922+ 0.82% |
$71.5K - $86.4K
|
113K
$10.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
908+ 21.14% |
$70.5K - $85.1K
|
5.2K
$466K
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
908+ 0.17% |
$70.5K - $85.1K
|
536K
$48M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
882+ 8.69% |
$68.4K - $82.6K
|
11K
$989K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
876+ 1.05% |
$68K - $82.1K
|
84.1K
$7.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
875+ 5.28% |
$67.9K - $82K
|
17.4K
$1.56M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
869+ 18.68% |
$67.4K - $81.4K
|
5.52K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
865+ 1.2% |
$67.1K - $81.1K
|
73K
$6.55M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
854+ 17.98% |
$66.3K - $80K
|
5.61K
$502K
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
825+ 4.32% |
$64K - $77.3K
|
19.9K
$1.78M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
805+ 1.04% |
$62.5K - $75.4K
|
78.3K
$7.02M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
800+ 6.78% |
$62.1K - $75K
|
12.6K
$1.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
790+ 17.78% |
$61.3K - $74K
|
5.23K
$469K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
787+ 6.85% |
$61.1K - $73.7K
|
12.3K
$1.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
776+ 6.65% |
$60.2K - $72.7K
|
12.4K
$1.12M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
764+ 23.17% |
$59.3K - $71.6K
|
4.06K
$364K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
750+ 20.58% |
$58.2K - $70.3K
|
4.39K
$394K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
747+ 4.32% |
$58K - $70K
|
18K
$1.62M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
745New |
$57.8K - $69.8K
|
745
$66.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
741+ 6.29% |
$57.5K - $69.4K
|
12.5K
$1.12M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
740+ 7.88% |
$57.4K - $69.3K
|
10.1K
$908K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
735+ 2.79% |
$57K - $68.9K
|
27K
$2.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
731+ 16.52% |
$56.7K - $68.5K
|
5.16K
$462K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
731+ 13.52% |
$56.7K - $68.5K
|
6.14K
$550K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
730+ 6.13% |
$56.6K - $68.4K
|
12.6K
$1.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
726+ 10.77% |
$56.3K - $68K
|
7.47K
$669K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
720New |
$55.9K - $67.5K
|
720
$64.5K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
710+ 12.29% |
$55.1K - $66.5K
|
6.49K
$581K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
708+ 138.28% |
$54.9K - $66.3K
|
1.22K
$109K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
708+ 3.14% |
$54.9K - $66.3K
|
23.3K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
706New |
$54.8K - $66.2K
|
706
$63.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
698+ 7.64% |
$54.2K - $65.4K
|
9.84K
$882K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
695+ 14.43% |
$53.9K - $65.1K
|
5.51K
$494K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
693+ 2.39% |
$53.8K - $64.9K
|
29.7K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
691+ 3.61% |
$53.6K - $64.7K
|
19.8K
$1.78M
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
680+ 359.79% |
$52.8K - $63.7K
|
869
$77.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Latigo Investments, LLC
|
BUY
|
- |
678+ 0.98% |
$52.6K - $63.5K
|
70K
$6.28M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
673+ 13.89% |
$52.2K - $63.1K
|
5.52K
$495K
|