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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
21.8K+ 17.17% |
$1.69M - $2.04M
|
149K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
21.6K+ 12.93% |
$1.67M - $2.02M
|
189K
$16.9M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.3K+ 15.15% |
$1.65M - $2M
|
162K
$14.5M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
21.2KNew |
$1.65M - $1.99M
|
21.2K
$1.9M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
21.2K+ 45.23% |
$1.65M - $1.99M
|
68.1K
$6.09M
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
BUY
|
- |
20.9K+ 11.04% |
$1.62M - $1.96M
|
211K
$18.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
19.9K+ 20.7% |
$1.55M - $1.87M
|
116K
$10.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
19.5K+ 3.93% |
$1.51M - $1.83M
|
516K
$46.2M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
19.1K+ 9.75% |
$1.48M - $1.79M
|
215K
$19.2M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.9K+ 29.7% |
$1.47M - $1.77M
|
82.7K
$7.4M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
18.7K+ 760.0% |
$1.45M - $1.76M
|
21.2K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
18.2KNew |
$1.41M - $1.71M
|
18.2K
$1.63M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
17.9K+ 49.62% |
$1.39M - $1.68M
|
54K
$4.83M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
17.6K+ 12.66% |
$1.36M - $1.65M
|
157K
$14M
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
17.5K+ 1374.43% |
$1.36M - $1.64M
|
18.8K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
17.5K+ 97161.11% |
$1.36M - $1.64M
|
17.5K
$1.57M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17.4K+ 14.9% |
$1.35M - $1.63M
|
134K
$12M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
17.4KNew |
$1.35M - $1.63M
|
17.4K
$1.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
17.2KNew |
$1.33M - $1.61M
|
17.2K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.1K+ 12.08% |
$1.33M - $1.6M
|
159K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
16.3KNew |
$1.26M - $1.53M
|
16.3K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
16.1KNew |
$1.25M - $1.51M
|
16.1K
$1.44M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
15.9KNew |
$1.23M - $1.49M
|
15.9K
$1.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.9K+ 390.72% |
$1.23M - $1.49M
|
19.9K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
15.4K+ 1.46% |
$1.2M - $1.45M
|
1.07M
$95.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
15.3K+ 50.6% |
$1.19M - $1.44M
|
45.6K
$4.08M
|
|
|
May 11, 2023
Q1 2023
|
True Wealth Financial Partners
|
BUY
|
- |
15.1K+ 13.73% |
$1.17M - $1.42M
|
125K
$11.2M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
15.1K+ 49.62% |
$1.17M - $1.42M
|
45.6K
$4.08M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
15.1K+ 154.9% |
$1.17M - $1.41M
|
24.8K
$2.22M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14.9K+ 16.21% |
$1.16M - $1.4M
|
107K
$9.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
14.6K+ 9.82% |
$1.13M - $1.37M
|
163K
$14.6M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.6K+ 173.28% |
$1.13M - $1.37M
|
23K
$2.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
14.5K+ 10.85% |
$1.12M - $1.36M
|
148K
$13.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
14.3K+ 31.98% |
$1.11M - $1.34M
|
59.1K
$5.29M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
14.1K+ 10.93% |
$1.1M - $1.33M
|
144K
$12.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
14K+ 10.83% |
$1.09M - $1.32M
|
144K
$12.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
13.8K+ 66.69% |
$1.07M - $1.29M
|
34.5K
$3.09M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
13.7K+ 42.31% |
$1.07M - $1.29M
|
46.2K
$4.13M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
13.6KNew |
$1.06M - $1.28M
|
13.6K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.6KNew |
$1.06M - $1.28M
|
13.6K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
13.6KNew |
$1.06M - $1.27M
|
13.6K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.6K+ 101.42% |
$1.05M - $1.27M
|
27K
$2.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
13.6K+ 30.07% |
$1.05M - $1.27M
|
58.8K
$5.26M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 170.01% |
$1.04M - $1.26M
|
21.3K
$1.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
12.9K+ 22.37% |
$999K - $1.21M
|
70.4K
$6.3M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
12.9KNew |
$997K - $1.2M
|
12.9K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
12.8K+ 5.69% |
$997K - $1.2M
|
239K
$21.3M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.5K+ 370.39% |
$967K - $1.17M
|
15.8K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.3K+ 178.72% |
$951K - $1.15M
|
19.1K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
12.1K+ 25.59% |
$938K - $1.13M
|
59.3K
$5.3M
|