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 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
210+ 1050.0% |
$16.3K - $19.7K
|
230
$20.6K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
210+ 0.9% |
$16.3K - $19.7K
|
23.6K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
210New |
$16.3K - $19.7K
|
210
$18.8K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
208+ 3.43% |
$16.1K - $19.5K
|
6.26K
$562K
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
207+ 4.43% |
$16.1K - $19.4K
|
4.88K
$438K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
207+ 5.28% |
$16.1K - $19.4K
|
4.13K
$370K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
206+ 1.1% |
$16K - $19.3K
|
19K
$1.7M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
205+ 5.72% |
$15.9K - $19.2K
|
3.79K
$340K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
204+ 1.5% |
$15.8K - $19.1K
|
13.8K
$1.24M
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 2.08% |
$15.5K - $18.7K
|
9.8K
$879K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
200New |
$15.5K - $18.7K
|
200
$17.9K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200New |
$15.5K - $18.7K
|
200
$17.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
192+ 3.3% |
$14.9K - $18K
|
6.02K
$540K
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
189+ 3.7% |
$14.7K - $17.7K
|
5.29K
$475K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
189+ 0.47% |
$14.7K - $17.7K
|
40.7K
$3.65M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
188+ 7.69% |
$14.6K - $17.6K
|
2.63K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
187+ 0.19% |
$14.5K - $17.5K
|
98.3K
$8.82M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
187+ 0.19% |
$14.5K - $17.5K
|
98.3K
$8.82M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
185New |
$14.4K - $17.3K
|
185
$16.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
183+ 1.28% |
$14.2K - $17.1K
|
14.5K
$1.3M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
177+ 1.23% |
$13.7K - $16.6K
|
14.6K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
176+ 2.49% |
$13.7K - $16.5K
|
7.24K
$649K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
171+ 6.46% |
$13.3K - $16K
|
2.82K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
160+ 0.2% |
$12.4K - $15K
|
81.6K
$7.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
158+ 0.77% |
$12.3K - $14.8K
|
20.7K
$1.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
157+ 3.92% |
$12.2K - $14.7K
|
4.17K
$373K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
154+ 3.17% |
$11.9K - $14.4K
|
5.01K
$449K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
152+ 524.14% |
$11.8K - $14.2K
|
181
$16.2K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
150+ 4.32% |
$11.6K - $14.1K
|
3.62K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
150+ 1.23% |
$11.6K - $14.1K
|
12.4K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
148+ 14800.0% |
$11.5K - $13.9K
|
149
$13.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
147+ 0.37% |
$11.4K - $13.8K
|
39.4K
$3.53M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
133+ 3.29% |
$10.3K - $12.5K
|
4.18K
$375K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
BUY
|
- |
130+ 1.37% |
$10.1K - $12.2K
|
9.61K
$862K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
130+ 3.14% |
$10.1K - $12.2K
|
4.27K
$382K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
126+ 0.34% |
$9.78K - $11.8K
|
37.4K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
126+ 0.92% |
$9.78K - $11.8K
|
13.8K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
123+ 6.72% |
$9.54K - $11.5K
|
1.95K
$175K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
122+ 5.02% |
$9.47K - $11.4K
|
2.55K
$229K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
117+ 1.02% |
$9.08K - $11K
|
11.6K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
117+ 1.35% |
$9.08K - $11K
|
8.77K
$786K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
116+ 276.19% |
$9K - $10.9K
|
158
$14.2K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
107+ 0.27% |
$8.3K - $10K
|
39.5K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
107+ 2.32% |
$8.3K - $10K
|
4.71K
$423K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
105+ 0.72% |
$8.15K - $9.84K
|
14.8K
$1.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
104+ 1.34% |
$8.07K - $9.74K
|
7.86K
$704K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
99+ 1.58% |
$7.68K - $9.28K
|
6.36K
$570K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
98+ 2.57% |
$7.6K - $9.18K
|
3.91K
$351K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
98+ 1088.89% |
$7.6K - $9.18K
|
107
$9.59K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
97+ 2.0% |
$7.53K - $9.09K
|
4.95K
$443K
|