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 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 21.68% |
$172K - $208K
|
8.02K
$717K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.23K- 30.28% |
$173K - $209K
|
5.13K
$459K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.24K- 7.43% |
$174K - $210K
|
27.9K
$2.49M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.3K- 98.8% |
$178K - $215K
|
28
$2.5K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.3K- 3.39% |
$178K - $215K
|
65.5K
$5.86M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.33K- 1.58% |
$181K - $218K
|
145K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-2.41K- 11.64% |
$187K - $226K
|
18.3K
$1.63M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.42K- 89.37% |
$188K - $227K
|
288
$25.8K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.44K- 22.17% |
$189K - $228K
|
8.55K
$765K
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.49K- 4.52% |
$193K - $234K
|
52.7K
$4.71M
|
|
|
May 12, 2023
Q1 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-2.5K- 24.78% |
$194K - $234K
|
7.59K
$678K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.51KClosed |
$195K - $235K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.52KClosed |
$196K - $236K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.52K- 35.19% |
$196K - $236K
|
4.64K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.52K- 27.72% |
$196K - $236K
|
6.57K
$587K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.57K- 9.04% |
$199K - $241K
|
25.9K
$2.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.61K- 66.54% |
$202K - $244K
|
1.31K
$117K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.67K- 7.09% |
$207K - $250K
|
35K
$3.13M
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.69K- 29.11% |
$208K - $252K
|
6.54K
$585K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-2.7K- 16.43% |
$209K - $253K
|
13.7K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.73K- 36.29% |
$212K - $255K
|
4.79K
$428K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.81K- 19.16% |
$218K - $263K
|
11.9K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.82K- 4.02% |
$219K - $264K
|
67.3K
$6.02M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.84K- 5.62% |
$220K - $266K
|
47.7K
$4.26M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.89K- 11.24% |
$224K - $271K
|
22.8K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.9K- 3.82% |
$225K - $271K
|
73K
$6.52M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.9K- 13.71% |
$225K - $271K
|
18.2K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.9K- 54.64% |
$225K - $272K
|
2.41K
$215K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.92K- 23.25% |
$227K - $274K
|
9.64K
$862K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-2.95K- 10.64% |
$229K - $277K
|
24.8K
$2.22M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.96K- 34.38% |
$230K - $277K
|
5.65K
$505K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.01K- 40.07% |
$233K - $282K
|
4.49K
$402K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.01K- 1.31% |
$234K - $282K
|
227K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-3.05K- 19.43% |
$237K - $286K
|
12.7K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.06K- 1.01% |
$237K - $286K
|
300K
$26.8M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-3.16K- 4.93% |
$245K - $296K
|
60.8K
$5.44M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.23K- 13.28% |
$251K - $303K
|
21.1K
$1.89M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.24K- 33.47% |
$251K - $303K
|
6.44K
$575K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.25K- 10.42% |
$252K - $305K
|
27.9K
$2.5M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-3.27K- 2.81% |
$253K - $306K
|
113K
$10.1M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.35K- 21.64% |
$260K - $314K
|
12.1K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.37K- 28.44% |
$261K - $315K
|
8.47K
$757K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.38K- 6.13% |
$262K - $317K
|
51.8K
$4.63M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.39K- 2.56% |
$263K - $317K
|
129K
$11.5M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.4K- 29.38% |
$264K - $319K
|
8.17K
$731K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.4K- 36.9% |
$264K - $319K
|
5.81K
$520K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.53K- 22.66% |
$274K - $331K
|
12.1K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.59K- 7.48% |
$279K - $337K
|
44.4K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3.7K- 14.15% |
$287K - $347K
|
22.5K
$2.01M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.71K- 32.94% |
$288K - $348K
|
7.56K
$676K
|