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 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-16.3K- 16.03% |
$1.26M - $1.52M
|
85.2K
$7.62M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-16.4K- 72.52% |
$1.27M - $1.53M
|
6.21K
$555K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-16.8K- 23.91% |
$1.3M - $1.57M
|
53.4K
$4.77M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-17K- 99.89% |
$1.32M - $1.59M
|
18
$1.61K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-17.1K- 38.17% |
$1.32M - $1.6M
|
27.6K
$2.47M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.1K- 10.79% |
$1.33M - $1.6M
|
142K
$12.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-18K- 64.46% |
$1.4M - $1.69M
|
9.93K
$887K
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-18.3K- 15.87% |
$1.42M - $1.71M
|
97K
$8.67M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.5K- 15.47% |
$1.43M - $1.73M
|
101K
$9.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-18.8K- 17.93% |
$1.46M - $1.76M
|
86.2K
$7.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.4K- 2.41% |
$1.51M - $1.82M
|
786K
$70.3M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-19.7K- 74.51% |
$1.53M - $1.85M
|
6.74K
$602K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.8K- 14.65% |
$1.54M - $1.86M
|
115K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-19.9K- 23.06% |
$1.55M - $1.87M
|
66.5K
$5.95M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-20K- 19.49% |
$1.55M - $1.87M
|
82.6K
$7.39M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.1K- 8.65% |
$1.56M - $1.88M
|
212K
$18.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-20.1K- 49.45% |
$1.56M - $1.88M
|
20.5K
$1.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-20.6K- 19.83% |
$1.6M - $1.93M
|
83.5K
$7.46M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-20.8K- 39.09% |
$1.62M - $1.95M
|
32.5K
$2.9M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-21.8K- 40.43% |
$1.69M - $2.05M
|
32.2K
$2.88M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-22K- 65.4% |
$1.71M - $2.06M
|
11.6K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-23.8K- 41.86% |
$1.84M - $2.23M
|
33K
$2.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-24K- 40.86% |
$1.86M - $2.25M
|
34.7K
$3.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-26.4K- 17.88% |
$2.05M - $2.47M
|
121K
$10.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-26.6K- 18.43% |
$2.06M - $2.49M
|
118K
$10.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-27.7K- 70.0% |
$2.15M - $2.6M
|
11.9K
$1.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.3K- 67.96% |
$2.2M - $2.65M
|
13.4K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-31.2K- 10.98% |
$2.42M - $2.92M
|
253K
$22.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-32.1K- 10.24% |
$2.49M - $3.01M
|
282K
$25.2M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-32.2K- 32.23% |
$2.5M - $3.01M
|
67.7K
$6.05M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-33.1K- 64.81% |
$2.57M - $3.1M
|
18K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-33.6K- 2.16% |
$2.61M - $3.15M
|
1.52M
$136M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-34.7K- 6.2% |
$2.69M - $3.25M
|
525K
$47M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.2K- 13.7% |
$2.73M - $3.3M
|
222K
$19.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-36.2K- 60.83% |
$2.81M - $3.39M
|
23.3K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-39.9K- 5.29% |
$3.09M - $3.74M
|
714K
$63.9M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-40.9K- 25.97% |
$3.17M - $3.83M
|
117K
$10.4M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-41.3K- 96.11% |
$3.21M - $3.87M
|
1.67K
$149K
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-44.9K- 83.04% |
$3.48M - $4.2M
|
9.17K
$819K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-45K- 99.57% |
$3.49M - $4.21M
|
195
$17.4K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-46.9K- 21.23% |
$3.64M - $4.39M
|
174K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-50K- 9.47% |
$3.88M - $4.68M
|
478K
$42.7M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-52.6K- 25.52% |
$4.08M - $4.92M
|
153K
$13.7M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-52.9K- 28.81% |
$4.1M - $4.95M
|
131K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-53.1K- 58.4% |
$4.12M - $4.98M
|
37.8K
$3.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-53.9K- 67.5% |
$4.18M - $5.05M
|
25.9K
$2.32M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56K- 72.42% |
$4.34M - $5.24M
|
21.3K
$1.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-58.4K- 19.9% |
$4.53M - $5.48M
|
235K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-61.2K- 90.17% |
$4.75M - $5.74M
|
6.68K
$597K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-62.5K- 3.37% |
$4.85M - $5.85M
|
1.79M
$160M
|