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 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
1+ 0.02% |
$77.6 - $93.7
|
5.32K
$472K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1+ 0.03% |
$77.6 - $93.7
|
3.11K
$276K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 1.0% |
$77.6 - $93.7
|
101
$8.96K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.98% |
$77.6 - $93.7
|
103
$9.14K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1+ 7.69% |
$77.6 - $93.7
|
14
$1.24K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.87% |
$77.6 - $93.7
|
116
$10.3K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.22% |
$77.6 - $93.7
|
83
$7.37K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.57% |
$77.6 - $93.7
|
176
$15.6K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1- 0.01% |
$77.6 - $93.7
|
9.48K
$842K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1- 0.21% |
$77.6 - $93.7
|
468
$41.5K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2- 0.06% |
$155 - $187
|
3.24K
$288K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 0.15% |
$388 - $469
|
3.43K
$304K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-8- 0.12% |
$621 - $750
|
6.83K
$606K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-8- 0.07% |
$621 - $750
|
11K
$977K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8- 0.07% |
$621 - $750
|
11K
$977K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-9- 0.61% |
$698 - $843
|
1.47K
$130K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-9- 0.92% |
$698 - $843
|
970
$86.1K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-9- 0.06% |
$698 - $843
|
15.5K
$1.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-10- 0.39% |
$776 - $937
|
2.58K
$229K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-11- 0.07% |
$853 - $1.03K
|
15K
$1.33M
|
|
|
May 01, 2023
Q1 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-11- 0.18% |
$853 - $1.03K
|
5.95K
$528K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-13- 0.53% |
$1.01K - $1.22K
|
2.43K
$215K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-14- 0.44% |
$1.09K - $1.31K
|
3.14K
$279K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-14- 0.35% |
$1.09K - $1.31K
|
3.99K
$354K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-14- 0.27% |
$1.09K - $1.31K
|
5.13K
$455K
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-14- 87.5% |
$1.09K - $1.31K
|
2
$178
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-15- 0.61% |
$1.16K - $1.41K
|
2.45K
$217K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-15- 0.44% |
$1.16K - $1.41K
|
3.41K
$303K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-16- 0.13% |
$1.24K - $1.5K
|
12.6K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-17- 0.09% |
$1.32K - $1.59K
|
19.3K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-17- 4.26% |
$1.32K - $1.59K
|
382
$33.9K
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-18- 0.39% |
$1.4K - $1.69K
|
4.63K
$411K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-19- 0.23% |
$1.47K - $1.78K
|
8.3K
$736K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 1.36% |
$1.55K - $1.87K
|
1.45K
$129K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-20- 4.23% |
$1.55K - $1.87K
|
453
$40.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-20- 0.33% |
$1.55K - $1.87K
|
6K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-20- 0.77% |
$1.55K - $1.87K
|
2.58K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-20- 3.1% |
$1.55K - $1.87K
|
625
$55.5K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-21- 0.39% |
$1.63K - $1.97K
|
5.4K
$479K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-22- 0.2% |
$1.71K - $2.06K
|
11.1K
$988K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-24- 0.05% |
$1.86K - $2.25K
|
47.7K
$4.23M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-25- 0.45% |
$1.94K - $2.34K
|
5.53K
$491K
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-25- 0.5% |
$1.94K - $2.34K
|
5K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-26- 0.54% |
$2.02K - $2.44K
|
4.79K
$425K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-29- 0.05% |
$2.25K - $2.72K
|
59.4K
$5.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-31- 2.65% |
$2.41K - $2.9K
|
1.14K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-33- 0.33% |
$2.56K - $3.09K
|
9.85K
$875K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-34- 5.98% |
$2.64K - $3.19K
|
535
$47.5K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-34- 4.8% |
$2.64K - $3.19K
|
675
$59.9K
|