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 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-35- 4.31% |
$2.72K - $3.28K
|
777
$69.7K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-42- 0.17% |
$3.26K - $3.94K
|
24.7K
$2.22M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-43- 1.48% |
$3.34K - $4.03K
|
2.87K
$257K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-44- 0.54% |
$3.41K - $4.12K
|
8.09K
$725K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-45- 1.05% |
$3.49K - $4.22K
|
4.26K
$382K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-45- 1.51% |
$3.49K - $4.22K
|
2.93K
$263K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-45- 1.36% |
$3.49K - $4.22K
|
3.27K
$293K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-45- 0.09% |
$3.49K - $4.22K
|
49.7K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-45- 1.43% |
$3.49K - $4.22K
|
3.11K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-45- 3.14% |
$3.49K - $4.22K
|
1.39K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-46- 2.19% |
$3.57K - $4.31K
|
2.06K
$184K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-47- 0.83% |
$3.65K - $4.4K
|
5.64K
$506K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-48- 0.1% |
$3.72K - $4.5K
|
46.8K
$4.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-50- 5.0% |
$3.88K - $4.69K
|
950
$85.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-50- 1.27% |
$3.88K - $4.69K
|
3.9K
$350K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-51- 0.78% |
$3.96K - $4.78K
|
6.47K
$580K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-52- 1.06% |
$4.03K - $4.87K
|
4.85K
$435K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-53- 22.46% |
$4.11K - $4.97K
|
183
$16.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-54- 0.73% |
$4.19K - $5.06K
|
7.33K
$657K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-60- 0.89% |
$4.66K - $5.62K
|
6.69K
$599K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-63- 1.03% |
$4.89K - $5.9K
|
6.06K
$543K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-64- 2.91% |
$4.97K - $6K
|
2.13K
$191K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-64- 0.75% |
$4.97K - $6K
|
8.45K
$757K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-65- 0.83% |
$5.04K - $6.09K
|
7.79K
$698K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-66- 14.32% |
$5.12K - $6.18K
|
395
$35.4K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-67- 1.72% |
$5.2K - $6.28K
|
3.84K
$344K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-68- 0.69% |
$5.28K - $6.37K
|
9.74K
$873K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-68- 1.22% |
$5.28K - $6.37K
|
5.53K
$496K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-69- 37.3% |
$5.35K - $6.47K
|
116
$10.4K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-70- 0.51% |
$5.43K - $6.56K
|
13.6K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-72- 28.92% |
$5.59K - $6.75K
|
177
$15.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-75- 0.34% |
$5.82K - $7.03K
|
21.7K
$1.95M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-75- 3.23% |
$5.82K - $7.03K
|
2.25K
$202K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-77- 2.35% |
$5.97K - $7.21K
|
3.2K
$286K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-80- 2.67% |
$6.21K - $7.5K
|
2.91K
$261K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-80- 0.49% |
$6.21K - $7.5K
|
16.2K
$1.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 0.56% |
$6.28K - $7.59K
|
14.3K
$1.28M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-82- 2.29% |
$6.36K - $7.68K
|
3.5K
$314K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-82- 0.61% |
$6.36K - $7.68K
|
13.3K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-82- 14.21% |
$6.36K - $7.68K
|
495
$44.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-83- 1.5% |
$6.44K - $7.78K
|
5.44K
$488K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-84- 1.26% |
$6.52K - $7.87K
|
6.58K
$590K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-86- 2.23% |
$6.67K - $8.06K
|
3.77K
$338K
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-90- 37.5% |
$6.98K - $8.43K
|
150
$13.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-94- 3.16% |
$7.29K - $8.81K
|
2.88K
$258K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-94- 3.05% |
$7.29K - $8.81K
|
2.99K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-98- 91.59% |
$7.6K - $9.18K
|
9
$807
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 21.32% |
$7.76K - $9.37K
|
369
$33.1K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 2.0% |
$7.76K - $9.37K
|
4.9K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-100- 10.79% |
$7.76K - $9.37K
|
827
$74.1K
|