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
|
Northeast Investment Management
|
SELL
|
- |
-907- 3.17% |
$70.4K - $85K
|
27.7K
$2.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-910- 83.87% |
$70.6K - $85.3K
|
175
$15.6K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-911- 22.05% |
$70.7K - $85.4K
|
3.22K
$288K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-925- 3.64% |
$71.8K - $86.7K
|
24.5K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-931- 5.72% |
$72.2K - $87.2K
|
15.4K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-948- 4.9% |
$73.6K - $88.8K
|
18.4K
$1.65M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-958- 20.01% |
$74.3K - $89.8K
|
3.83K
$342K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-960- 97.56% |
$74.5K - $90K
|
24
$2.15K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-973- 2.92% |
$75.5K - $91.2K
|
32.4K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-988- 0.73% |
$76.7K - $92.6K
|
134K
$12M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-997- 7.3% |
$77.4K - $93.4K
|
12.7K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-997- 3.88% |
$77.4K - $93.4K
|
24.7K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-997- 20.26% |
$77.4K - $93.4K
|
3.92K
$351K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1K- 20.74% |
$77.6K - $93.7K
|
3.82K
$342K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.02K- 22.0% |
$79.5K - $95.9K
|
3.63K
$325K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.03K- 1.54% |
$80.1K - $96.7K
|
66K
$5.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.05K- 2.73% |
$81.5K - $98.4K
|
37.4K
$3.34M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.06K- 1.7% |
$82.6K - $99.7K
|
61.6K
$5.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-1.07K- 21.56% |
$82.6K - $99.8K
|
3.88K
$346K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.07K- 2.5% |
$83K - $100K
|
41.7K
$3.72M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.07K- 1.12% |
$83.1K - $100K
|
94.2K
$8.42M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.08K- 10.23% |
$83.8K - $101K
|
9.48K
$848K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.08K- 17.71% |
$83.9K - $101K
|
5.02K
$449K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.09K- 1.87% |
$84.7K - $102K
|
57.2K
$5.12M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-1.1K- 3.22% |
$85.1K - $103K
|
32.9K
$2.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 22.41% |
$85.6K - $103K
|
3.82K
$341K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.12K- 3.33% |
$86.7K - $105K
|
32.4K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.13K- 21.07% |
$88K - $106K
|
4.25K
$380K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.14K- 1.68% |
$88.5K - $107K
|
66.8K
$5.98M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.16K- 13.82% |
$89.8K - $109K
|
7.22K
$645K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.16K- 3.5% |
$90.1K - $109K
|
32K
$2.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-1.16K- 16.22% |
$90.1K - $109K
|
6K
$536K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.16K- 31.87% |
$90.3K - $109K
|
2.49K
$222K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.17K- 1.54% |
$90.4K - $109K
|
74.4K
$6.65M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 96.73% |
$91.7K - $111K
|
40
$3.58K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.18K- 21.59% |
$91.8K - $111K
|
4.3K
$384K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.19K- 24.03% |
$92.3K - $112K
|
3.76K
$336K
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.2K- 3.01% |
$93.3K - $113K
|
38.7K
$3.46M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 10.83% |
$94K - $114K
|
9.98K
$892K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-1.22K- 7.2% |
$94.7K - $114K
|
15.7K
$1.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.24K- 6.34% |
$96.3K - $116K
|
18.3K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.31K- 3.46% |
$102K - $123K
|
36.6K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.31K- 26.94% |
$102K - $123K
|
3.56K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 2.09% |
$104K - $126K
|
62.7K
$5.6M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.37K- 5.08% |
$106K - $128K
|
25.6K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.38K- 8.29% |
$107K - $129K
|
15.3K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.39K- 3.35% |
$108K - $131K
|
40.2K
$3.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.41K- 22.06% |
$109K - $132K
|
4.97K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.41K- 21.87% |
$109K - $132K
|
5.04K
$450K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.43K- 25.79% |
$111K - $134K
|
4.11K
$367K
|