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 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.72KClosed |
$289K - $349K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.73K- 31.62% |
$289K - $349K
|
8.06K
$720K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3.75K- 16.02% |
$291K - $351K
|
19.6K
$1.76M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.76K- 3.95% |
$292K - $353K
|
91.4K
$8.17M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.77K- 5.37% |
$292K - $353K
|
66.4K
$5.94M
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-3.78K- 2.1% |
$293K - $354K
|
176K
$15.8M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.85K- 15.57% |
$299K - $361K
|
20.9K
$1.87M
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.93K- 97.93% |
$305K - $368K
|
83
$7.42K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.95K- 48.97% |
$306K - $370K
|
4.11K
$368K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.01K- 4.03% |
$311K - $376K
|
95.5K
$8.54M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.07K- 3.83% |
$316K - $382K
|
102K
$9.15M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.13K- 13.51% |
$321K - $387K
|
26.4K
$2.36M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.17K- 18.91% |
$324K - $391K
|
17.9K
$1.6M
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-4.25K- 93.41% |
$330K - $398K
|
300
$26.8K
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.26K- 7.3% |
$331K - $399K
|
54.1K
$4.84M
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-4.3K- 11.11% |
$333K - $403K
|
34.4K
$3.07M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.31K- 2.64% |
$334K - $404K
|
159K
$14.2M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.56K- 12.32% |
$353K - $427K
|
32.4K
$2.9M
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.6K- 2.52% |
$357K - $431K
|
178K
$15.9M
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.65K- 1.97% |
$361K - $436K
|
231K
$20.7M
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4.69K- 29.96% |
$364K - $440K
|
11K
$981K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.78K- 25.25% |
$371K - $448K
|
14.2K
$1.27M
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5K- 47.02% |
$388K - $469K
|
5.63K
$504K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5K- 60.98% |
$388K - $469K
|
3.2K
$286K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.09K- 13.49% |
$395K - $477K
|
32.7K
$2.92M
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-5.19K- 84.56% |
$403K - $486K
|
948
$84.8K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.22K- 3.96% |
$405K - $489K
|
127K
$11.3M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.24K- 2.98% |
$407K - $491K
|
171K
$15.3M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.3K- 11.4% |
$411K - $496K
|
41.1K
$3.68M
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-5.34K- 26.16% |
$414K - $500K
|
15.1K
$1.35M
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.35K- 42.89% |
$415K - $502K
|
7.13K
$637K
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-5.46K- 3.45% |
$424K - $512K
|
153K
$13.7M
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-5.69K- 35.28% |
$442K - $533K
|
10.4K
$934K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.73K- 9.89% |
$445K - $537K
|
52.3K
$4.67M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.74K- 2.74% |
$445K - $538K
|
204K
$18.2M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.82K- 11.99% |
$452K - $546K
|
42.7K
$3.82M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.85K- 18.93% |
$454K - $548K
|
25.1K
$2.24M
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.91K- 8.52% |
$458K - $553K
|
63.4K
$5.67M
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-5.96K- 24.68% |
$462K - $558K
|
18.2K
$1.63M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.98K- 4.24% |
$464K - $560K
|
135K
$12.1M
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.11K- 13.41% |
$474K - $573K
|
39.5K
$3.53M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.13K- 39.99% |
$475K - $574K
|
9.19K
$822K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.29K- 17.9% |
$488K - $589K
|
28.8K
$2.58M
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-6.5K- 55.49% |
$504K - $609K
|
5.21K
$466K
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-6.64K- 28.33% |
$515K - $622K
|
16.8K
$1.5M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-6.66K- 11.05% |
$517K - $624K
|
53.6K
$4.79M
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.79K- 12.71% |
$527K - $637K
|
46.6K
$4.17M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.94K- 11.94% |
$538K - $650K
|
51.2K
$4.57M
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-6.95K- 11.0% |
$539K - $651K
|
56.2K
$5.03M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-7.3K- 12.78% |
$566K - $684K
|
49.8K
$4.45M
|