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 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-454- 5.66% |
$35.2K - $42.5K
|
7.57K
$677K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-460- 5.13% |
$35.7K - $43.1K
|
8.51K
$761K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-460- 13.89% |
$35.7K - $43.1K
|
2.85K
$255K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-460- 10.99% |
$35.7K - $43.1K
|
3.73K
$333K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-460- 16.01% |
$35.7K - $43.1K
|
2.41K
$216K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-460- 0.35% |
$35.7K - $43.1K
|
131K
$11.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-462- 8.9% |
$35.8K - $43.3K
|
4.73K
$423K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-466- 5.67% |
$36.2K - $43.7K
|
7.75K
$693K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-468- 6.71% |
$36.3K - $43.9K
|
6.5K
$581K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-477- 1.73% |
$37K - $44.7K
|
27.1K
$2.43M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-479- 4.2% |
$37.2K - $44.9K
|
10.9K
$977K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-482- 12.1% |
$37.4K - $45.2K
|
3.5K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-483- 31.8% |
$37.5K - $45.3K
|
1.04K
$92.6K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-486- 93.1% |
$37.7K - $45.5K
|
36
$3.22K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-488- 5.05% |
$37.9K - $45.7K
|
9.18K
$820K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-493- 1.9% |
$38.3K - $46.2K
|
25.4K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-499- 10.67% |
$38.7K - $46.8K
|
4.18K
$374K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-500- 3.05% |
$38.8K - $46.9K
|
15.9K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-500- 13.48% |
$38.8K - $46.9K
|
3.21K
$287K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-500- 2.41% |
$38.8K - $46.9K
|
20.2K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-502- 0.39% |
$39K - $47K
|
129K
$11.6M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-505- 1.12% |
$39.2K - $47.3K
|
44.7K
$4M
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-525- 99.81% |
$40.7K - $49.2K
|
1
$89.4
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-527- 5.47% |
$40.9K - $49.4K
|
9.1K
$814K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-534- 2.51% |
$41.4K - $50K
|
20.7K
$1.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-538- 2.08% |
$41.7K - $50.4K
|
25.3K
$2.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-539- 3.23% |
$41.8K - $50.5K
|
16.1K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-542- 3.74% |
$42.1K - $50.8K
|
14K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-544- 1.81% |
$42.2K - $51K
|
29.5K
$2.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-545- 0.08% |
$42.3K - $51.1K
|
682K
$61M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-546- 2.71% |
$42.4K - $51.2K
|
19.6K
$1.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-549- 10.65% |
$42.6K - $51.4K
|
4.61K
$412K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-558- 13.59% |
$43.3K - $52.3K
|
3.55K
$317K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-561- 14.76% |
$43.5K - $52.6K
|
3.24K
$290K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-562- 17.17% |
$43.6K - $52.7K
|
2.71K
$242K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-567- 15.02% |
$44K - $53.1K
|
3.21K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-567- 6.24% |
$44K - $53.1K
|
8.52K
$762K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-570- 1.49% |
$44.2K - $53.4K
|
37.7K
$3.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-572- 9.8% |
$44.4K - $53.6K
|
5.27K
$471K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-581- 2.28% |
$45.1K - $54.4K
|
25K
$2.23M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-582- 4.46% |
$45.2K - $54.5K
|
12.5K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-587- 9.41% |
$45.5K - $55K
|
5.65K
$505K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
SELL
|
- |
-591- 0.78% |
$45.9K - $55.4K
|
75.2K
$6.72M
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-591- 2.96% |
$45.9K - $55.4K
|
19.4K
$1.73M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-596- 9.49% |
$46.2K - $55.8K
|
5.68K
$508K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-603- 3.45% |
$46.8K - $56.5K
|
16.9K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-605- 18.65% |
$46.9K - $56.7K
|
2.64K
$236K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-606- 7.06% |
$47K - $56.8K
|
7.97K
$713K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-616- 14.28% |
$47.8K - $57.7K
|
3.7K
$331K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-617- 5.26% |
$47.9K - $57.8K
|
11.1K
$993K
|