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 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.45K- 1.41% |
$113K - $136K
|
102K
$9.12M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.46K- 23.33% |
$113K - $137K
|
4.79K
$428K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 2.3% |
$114K - $138K
|
62.5K
$5.59M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.48K- 5.25% |
$114K - $138K
|
26.6K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.49K- 27.97% |
$115K - $139K
|
3.83K
$343K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 25.48% |
$117K - $141K
|
4.39K
$393K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.51K- 5.53% |
$117K - $141K
|
25.8K
$2.3M
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 4.57% |
$117K - $142K
|
31.6K
$2.82M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.52K- 66.45% |
$118K - $142K
|
766
$68.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.52K- 8.87% |
$118K - $142K
|
15.6K
$1.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.53K- 11.46% |
$118K - $143K
|
11.8K
$1.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.53K- 25.02% |
$119K - $144K
|
4.6K
$411K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.56K- 6.98% |
$121K - $146K
|
20.8K
$1.86M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 8.3% |
$121K - $146K
|
17.3K
$1.54M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.57K- 4.16% |
$122K - $147K
|
36.1K
$3.23M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.57K- 13.09% |
$122K - $147K
|
10.4K
$932K
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.59K- 2.95% |
$124K - $149K
|
52.4K
$4.68M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.6K- 69.57% |
$124K - $150K
|
700
$62.6K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.62K- 1.26% |
$126K - $152K
|
127K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.62K- 2.71% |
$126K - $152K
|
58.3K
$5.21M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.64K- 13.46% |
$127K - $154K
|
10.5K
$943K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.65K- 69.37% |
$128K - $155K
|
728
$65.1K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.66K- 30.04% |
$129K - $156K
|
3.87K
$346K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.67K- 1.06% |
$129K - $156K
|
156K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.68K- 10.47% |
$130K - $157K
|
14.3K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.7K- 3.64% |
$132K - $159K
|
45K
$4.03M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.71K- 0.88% |
$133K - $160K
|
193K
$17.3M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.75K- 25.85% |
$135K - $164K
|
5.01K
$448K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.75K- 6.31% |
$136K - $164K
|
26K
$2.32M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.78K- 32.99% |
$138K - $167K
|
3.62K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.78K- 25.38% |
$138K - $167K
|
5.24K
$469K
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-1.79K- 18.67% |
$139K - $168K
|
7.8K
$697K
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.81K- 7.66% |
$141K - $170K
|
21.9K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.81K- 9.4% |
$141K - $170K
|
17.5K
$1.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.85K- 5.96% |
$144K - $174K
|
29.2K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.87K- 26.81% |
$145K - $175K
|
5.09K
$455K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.9K- 4.41% |
$147K - $178K
|
41.1K
$3.67M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.91K- 10.58% |
$148K - $179K
|
16.1K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.91K- 57.94% |
$148K - $179K
|
1.39K
$124K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.92K- 5.48% |
$149K - $180K
|
33.2K
$2.97M
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.94K- 27.87% |
$151K - $182K
|
5.02K
$449K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-1.95K- 90.73% |
$151K - $182K
|
199
$17.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.96K- 32.22% |
$152K - $184K
|
4.13K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.98K- 19.61% |
$154K - $186K
|
8.12K
$726K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.01K- 75.21% |
$156K - $189K
|
664
$59.4K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.03K- 14.92% |
$157K - $190K
|
11.6K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.03K- 14.89% |
$157K - $190K
|
11.6K
$1.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.06K- 13.24% |
$160K - $193K
|
13.5K
$1.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.08K- 14.19% |
$161K - $195K
|
12.6K
$1.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.11K- 41.63% |
$164K - $198K
|
2.96K
$264K
|