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 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
70KNew |
$5.43M - $6.56M
|
70K
$6.26M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
66.6KNew |
$5.17M - $6.24M
|
66.6K
$5.95M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
66.1K+ 9.88% |
$5.13M - $6.19M
|
735K
$65.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
64.3K+ 67.17% |
$4.99M - $6.03M
|
160K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
63.8KNew |
$4.95M - $5.98M
|
63.8K
$5.71M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
61.7K+ 31.28% |
$4.79M - $5.78M
|
259K
$23.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
60.4K+ 147.61% |
$4.69M - $5.66M
|
101K
$9.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
59.8K+ 306.2% |
$4.64M - $5.6M
|
79.3K
$7.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
54.5K+ 104.09% |
$4.23M - $5.11M
|
107K
$9.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
53K+ 4154.35% |
$4.11M - $4.96M
|
54.2K
$4.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
51.7K+ 41.1% |
$4.01M - $4.85M
|
178K
$15.9M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
50.6KNew |
$3.93M - $4.74M
|
50.6K
$4.52M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
48.8K+ 38.26% |
$3.79M - $4.58M
|
177K
$15.8M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
48.6K+ 5.93% |
$3.77M - $4.55M
|
867K
$77.6M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
47.6K+ 16.94% |
$3.69M - $4.46M
|
329K
$29.4M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43.1KNew |
$3.34M - $4.04M
|
43.1K
$3.85M
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
41.3K+ 58.11% |
$3.21M - $3.87M
|
112K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
40KNew |
$3.1M - $3.75M
|
40K
$3.58M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
39.1K+ 7.19% |
$3.04M - $3.67M
|
584K
$52.2M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
38KNew |
$2.95M - $3.57M
|
38K
$3.4M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.8K+ 5.14% |
$2.94M - $3.55M
|
774K
$69.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
36.4KNew |
$2.82M - $3.41M
|
36.4K
$3.25M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35.9K+ 25.68% |
$2.79M - $3.37M
|
176K
$15.7M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
35.5K+ 97.81% |
$2.75M - $3.32M
|
71.7K
$6.41M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
34.8K+ 416.77% |
$2.7M - $3.26M
|
43.1K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
34.3K+ 1.95% |
$2.66M - $3.21M
|
1.79M
$160M
|
|
|
May 08, 2023
Q1 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
34.1K+ 11.79% |
$2.65M - $3.2M
|
324K
$28.9M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
33.9K+ 4.9% |
$2.63M - $3.17M
|
725K
$64.8M
|
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
32KNew |
$2.48M - $3M
|
32K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.8K+ 4.93% |
$2.39M - $2.89M
|
656K
$58.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
30.4K+ 620.28% |
$2.36M - $2.85M
|
35.3K
$3.15M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
30.2K+ 6.67% |
$2.34M - $2.83M
|
483K
$43.2M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
29.6K+ 6.61% |
$2.3M - $2.77M
|
478K
$42.7M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
29.6K+ 6.61% |
$2.3M - $2.77M
|
478K
$42.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
29.1K+ 9.22% |
$2.26M - $2.73M
|
345K
$30.9M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
28.4K+ 11.89% |
$2.2M - $2.66M
|
267K
$23.9M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
27.3K+ 10.26% |
$2.12M - $2.56M
|
294K
$26.2M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26.7KNew |
$2.07M - $2.5M
|
26.7K
$2.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
26.2KNew |
$2.03M - $2.45M
|
26.2K
$2.34M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
25.5K+ 48.94% |
$1.98M - $2.39M
|
77.7K
$6.95M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
24.7K+ 57.85% |
$1.92M - $2.31M
|
67.4K
$6.03M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
24.5K+ 12.0% |
$1.9M - $2.29M
|
228K
$20.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.3K+ 3.22% |
$1.88M - $2.28M
|
778K
$69.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
24.3K+ 161.35% |
$1.88M - $2.28M
|
39.3K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
24K+ 27.59% |
$1.86M - $2.25M
|
111K
$9.92M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23K+ 2.09% |
$1.78M - $2.15M
|
1.12M
$100M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
22.9K+ 9.03% |
$1.78M - $2.15M
|
277K
$24.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
22.8K+ 8.29% |
$1.77M - $2.14M
|
298K
$26.6M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
22.2KNew |
$1.72M - $2.08M
|
22.2K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.8K+ 66.02% |
$1.69M - $2.05M
|
54.9K
$4.91M
|