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 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
662+ 0.46% |
$51.4K - $62K
|
146K
$13M
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
659+ 4.15% |
$51.1K - $61.7K
|
16.5K
$1.48M
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
653+ 15.54% |
$50.7K - $61.2K
|
4.86K
$435K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
650+ 4.27% |
$50.4K - $60.9K
|
15.9K
$1.42M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
648+ 3.15% |
$50.3K - $60.7K
|
21.2K
$1.9M
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
648+ 7.85% |
$50.3K - $60.7K
|
8.91K
$798K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
644New |
$50K - $60.3K
|
644
$57.7K
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
641+ 1.75% |
$49.7K - $60.1K
|
37.3K
$3.34M
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
639New |
$49.6K - $59.9K
|
639
$57.3K
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
634+ 21.85% |
$49.2K - $59.4K
|
3.54K
$317K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
624+ 3.26% |
$48.4K - $58.5K
|
19.8K
$1.77M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
619+ 3.69% |
$48K - $58K
|
17.4K
$1.56M
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
610+ 4.13% |
$47.3K - $57.2K
|
15.4K
$1.38M
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
607+ 15.37% |
$47.1K - $56.9K
|
4.56K
$409K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
607New |
$47.1K - $56.9K
|
607
$54.4K
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
606+ 19.14% |
$47K - $56.8K
|
3.77K
$338K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
597+ 1.24% |
$46.3K - $55.9K
|
48.8K
$4.38M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
590+ 3.73% |
$45.8K - $55.3K
|
16.4K
$1.47M
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
589+ 1.31% |
$45.7K - $55.2K
|
45.5K
$4.08M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
586+ 8.13% |
$45.5K - $54.9K
|
7.79K
$698K
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
BUY
|
- |
582+ 2.06% |
$45.2K - $54.5K
|
28.8K
$2.58M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
571New |
$44.3K - $53.5K
|
571
$51.2K
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
550+ 2.68% |
$42.7K - $51.5K
|
21.1K
$1.89M
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
542+ 4.73% |
$42.1K - $50.8K
|
12K
$1.08M
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
540+ 3.63% |
$41.9K - $50.6K
|
15.4K
$1.38M
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
534+ 19.47% |
$41.4K - $50K
|
3.28K
$294K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
528+ 2.08% |
$41K - $49.5K
|
25.9K
$2.32M
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
518+ 19.35% |
$40.2K - $48.5K
|
3.2K
$286K
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
BUY
|
- |
517+ 0.28% |
$40.1K - $48.4K
|
188K
$16.8M
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
516+ 2.31% |
$40K - $48.3K
|
22.8K
$2.05M
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
516+ 1.58% |
$40K - $48.3K
|
33.1K
$2.97M
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
514+ 8.5% |
$39.9K - $48.2K
|
6.56K
$588K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
511+ 5.07% |
$39.6K - $47.9K
|
10.6K
$950K
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
511+ 2.39% |
$39.6K - $47.9K
|
21.9K
$1.96M
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
511+ 2.39% |
$39.6K - $47.9K
|
21.9K
$1.96M
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
500+ 4.78% |
$38.8K - $46.9K
|
11K
$983K
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
500+ 14.36% |
$38.8K - $46.9K
|
3.98K
$357K
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
499+ 20.28% |
$38.7K - $46.8K
|
2.96K
$265K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
499New |
$38.7K - $46.8K
|
499
$44.7K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
498+ 2.29% |
$38.6K - $46.7K
|
22.3K
$1.99M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
478+ 3.34% |
$37.1K - $44.8K
|
14.8K
$1.33M
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
465+ 4.06% |
$36.1K - $43.6K
|
11.9K
$1.07M
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
462+ 1.78% |
$35.8K - $43.3K
|
26.4K
$2.36M
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
461+ 5.23% |
$35.8K - $43.2K
|
9.28K
$832K
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
458+ 1.04% |
$35.5K - $42.9K
|
44.5K
$3.99M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
445+ 17.49% |
$34.5K - $41.7K
|
2.99K
$268K
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
443+ 5.27% |
$34.4K - $41.5K
|
8.85K
$793K
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
439+ 6.96% |
$34.1K - $41.1K
|
6.75K
$605K
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
436+ 1557.14% |
$33.8K - $40.9K
|
464
$41.6K
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
417+ 4.68% |
$32.4K - $39.1K
|
9.32K
$836K
|