Purchases and Sales Made in Q1 2023 in Vanguard Specialized Funds Van (VNQ)

VNQ Quotes by TradingView

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 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
96
+ 5.32%
$7.45K - $9K
1.9K $169K
Apr 25, 2023 Q1 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
95
+ 2.88%
$7.37K - $8.9K
3.4K $302K
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
95
+ 0.32%
$7.37K - $8.9K
29.4K $2.61M
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
91
+ 5.16%
$7.06K - $8.53K
1.86K $165K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
91
+ 17.37%
$7.06K - $8.53K
615 $54.6K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
90
+ 0.6%
$6.98K - $8.43K
15.1K $1.34M
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
88
+ 1.8%
$6.83K - $8.25K
4.98K $442K
May 08, 2023 Q1 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
84
New
$6.52K - $7.87K
84 $7.46K
May 09, 2023 Q1 2023
Motco

BUY
 -
84
+ 2.02%
$6.52K - $7.87K
4.25K $377K
May 09, 2023 Q1 2023
Monograph Wealth Advisors, LLC

BUY
 -
83
+ 0.27%
$6.44K - $7.78K
31.2K $2.77M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
78
New
$6.05K - $7.31K
78 $6.92K
Oct 28, 2024 Q1 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
77
+ 0.96%
$5.97K - $7.21K
8.08K $717K
May 28, 2024 Q1 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
74
+ 0.15%
$5.74K - $6.93K
49.3K $4.37M
Apr 21, 2023 Q1 2023
Moneywise, Inc.

BUY
 -
71
+ 1.54%
$5.51K - $6.65K
4.68K $415K
May 05, 2023 Q1 2023
Mcdaniel Terry & CO

BUY
 -
71
+ 1.2%
$5.51K - $6.65K
6K $533K
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
70
+ 0.76%
$5.43K - $6.56K
9.3K $825K
Apr 21, 2023 Q1 2023
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
70
+ 0.43%
$5.43K - $6.56K
16.2K $1.43M
May 01, 2023 Q1 2023
Parker Financial LLC

Silverdale, WA
BUY
 -
70
+ 0.61%
$5.43K - $6.56K
11.5K $1.02M
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
69
+ 1.28%
$5.35K - $6.47K
5.45K $483K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
66
+ 0.72%
$5.12K - $6.18K
9.24K $820K
Apr 20, 2023 Q1 2023
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
65
+ 1.38%
$5.04K - $6.09K
4.77K $423K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
65
+ 4.42%
$5.04K - $6.09K
1.54K $136K
May 05, 2023 Q1 2023
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
63
+ 3.86%
$4.89K - $5.9K
1.7K $151K
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
62
+ 1.15%
$4.81K - $5.81K
5.45K $484K
Jul 18, 2023 Q1 2023
Integrated Investment Consultants, LLC

BUY
 -
60
+ 1.1%
$4.66K - $5.62K
5.51K $489K
May 04, 2023 Q1 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
59
+ 0.39%
$4.58K - $5.53K
15.2K $1.35M
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
56
+ 14.55%
$4.35K - $5.25K
441 $39.1K
May 09, 2023 Q1 2023
Wealth Dimensions Group, Ltd.

BUY
 -
55
+ 0.43%
$4.27K - $5.15K
13K $1.15M
Nov 14, 2023 Q1 2023
Knollwood Investment Advisory, LLC

Hunt Valley, MD
BUY
 -
50
+ 1.87%
$3.88K - $4.69K
2.72K $241K
Dec 14, 2023 Q1 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
50
New
$3.88K - $4.69K
50 $4.44K
Apr 05, 2023 Q1 2023
Spence Asset Management

BUY
 -
48
+ 0.3%
$3.72K - $4.5K
16.3K $1.45M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
48
+ 0.37%
$3.72K - $4.5K
13.1K $1.16M
Apr 25, 2023 Q1 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
45
+ 0.51%
$3.49K - $4.22K
8.88K $788K
Apr 24, 2023 Q1 2023
Opus Capital Group, LLC

BUY
 -
44
+ 0.33%
$3.41K - $4.12K
13.5K $1.2M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
44
+ 0.83%
$3.41K - $4.12K
5.35K $475K
Aug 11, 2023 Q1 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
44
+ 1.28%
$3.41K - $4.12K
3.47K $308K
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
42
+ 1.12%
$3.26K - $3.94K
3.78K $335K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
42
+ 16.34%
$3.26K - $3.94K
299 $26.5K
Apr 14, 2023 Q1 2023
Piscataqua Savings Bank

BUY
 -
40
+ 0.57%
$3.1K - $3.75K
7.06K $627K
May 02, 2023 Q1 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
40
+ 2.97%
$3.1K - $3.75K
1.39K $123K
May 15, 2023 Q1 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
40
+ 1.34%
$3.1K - $3.75K
3.02K $268K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
39
+ 1.29%
$3.03K - $3.65K
3.07K $273K
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
37
+ 5.01%
$2.87K - $3.47K
775 $68.8K
Apr 20, 2023 Q1 2023
Riverview Trust CO

BUY
 -
35
+ 0.08%
$2.72K - $3.28K
44.8K $3.98M
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
33
+ 0.97%
$2.56K - $3.09K
3.45K $306K
Apr 14, 2023 Q1 2023
Ironwood Financial, LLC

BUY
 -
32
+ 0.85%
$2.48K - $3K
3.79K $337K
May 11, 2023 Q1 2023
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
32
+ 0.97%
$2.48K - $3K
3.34K $297K
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
31
+ 0.76%
$2.41K - $2.9K
4.09K $363K
May 04, 2023 Q1 2023
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
30
+ 0.96%
$2.33K - $2.81K
3.16K $280K

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