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 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-193- 41.87% |
$15K - $18.1K
|
268
$24K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-194- 0.03% |
$15.1K - $18.2K
|
665K
$59.6M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-194- 0.72% |
$15.1K - $18.2K
|
26.9K
$2.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-195- 35.78% |
$15.1K - $18.3K
|
350
$31.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-200- 0.48% |
$15.5K - $18.7K
|
41.5K
$3.72M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-200- 4.78% |
$15.5K - $18.7K
|
3.99K
$357K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-201- 13.39% |
$15.6K - $18.8K
|
1.3K
$117K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-202- 5.34% |
$15.7K - $18.9K
|
3.58K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-204- 0.96% |
$15.8K - $19.1K
|
20.9K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-205- 1.71% |
$15.9K - $19.2K
|
11.8K
$1.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-207- 6.94% |
$16.1K - $19.4K
|
2.78K
$249K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-209- 0.7% |
$16.2K - $19.6K
|
29.7K
$2.66M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-209- 2.04% |
$16.2K - $19.6K
|
10K
$900K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-210- 1.06% |
$16.3K - $19.7K
|
19.5K
$1.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-214- 1.19% |
$16.6K - $20.1K
|
17.8K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-216- 8.31% |
$16.8K - $20.2K
|
2.38K
$214K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-227- 2.84% |
$17.6K - $21.3K
|
7.76K
$696K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-232- 0.42% |
$18K - $21.7K
|
54.5K
$4.88M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-239- 5.72% |
$18.5K - $22.4K
|
3.94K
$353K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-239- 2.87% |
$18.5K - $22.4K
|
8.09K
$725K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-241- 3.21% |
$18.7K - $22.6K
|
7.26K
$651K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-242- 7.83% |
$18.8K - $22.7K
|
2.85K
$255K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-242- 1.6% |
$18.8K - $22.7K
|
14.9K
$1.33M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-243- 20.59% |
$18.9K - $22.8K
|
937
$84K
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-244- 1.01% |
$18.9K - $22.9K
|
23.9K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-247- 15.46% |
$19.2K - $23.1K
|
1.35K
$121K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-247- 6.89% |
$19.2K - $23.1K
|
3.34K
$299K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-250- 3.01% |
$19.4K - $23.4K
|
8.07K
$723K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-252- 7.08% |
$19.6K - $23.6K
|
3.31K
$296K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-254- 2.96% |
$19.7K - $23.8K
|
8.34K
$748K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-255- 1.28% |
$19.8K - $23.9K
|
19.6K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-255- 6.94% |
$19.8K - $23.9K
|
3.42K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-256- 5.92% |
$19.9K - $24K
|
4.07K
$365K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-258- 17.1% |
$20K - $24.2K
|
1.25K
$112K
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-259- 1.35% |
$20.1K - $24.3K
|
18.9K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-262- 2.53% |
$20.3K - $24.5K
|
10.1K
$906K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-271- 3.0% |
$21K - $25.4K
|
8.75K
$785K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-273- 1.05% |
$21.2K - $25.6K
|
25.8K
$2.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-274- 9.71% |
$21.3K - $25.7K
|
2.55K
$228K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-275- 3.23% |
$21.3K - $25.8K
|
8.24K
$739K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-275- 6.39% |
$21.3K - $25.8K
|
4.03K
$361K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-277- 5.09% |
$21.5K - $26K
|
5.16K
$463K
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-279- 5.53% |
$21.6K - $26.1K
|
4.76K
$427K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-280- 5.73% |
$21.7K - $26.2K
|
4.61K
$413K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-282- 4.82% |
$21.9K - $26.4K
|
5.56K
$499K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-283- 1.86% |
$22K - $26.5K
|
15K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-284- 4.0% |
$22K - $26.6K
|
6.82K
$612K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-286- 1.29% |
$22.2K - $26.8K
|
21.9K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-286- 1.85% |
$22.2K - $26.8K
|
15.2K
$1.36M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-288- 7.89% |
$22.3K - $27K
|
3.36K
$301K
|