Purchases and Sales Made in Q1 2023 in Vanguard Specialized Funds Van (VNQ)

VNQ Quotes by TradingView

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
Jun 07, 2023 Q1 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
11.9K
New
$925K - $1.12M
11.9K $1.07M
Apr 11, 2023 Q1 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
11.9K
+ 11.73%
$920K - $1.11M
113K $10.1M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
11.2K
New
$872K - $1.05M
11.2K $1M
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
11.1K
+ 39.16%
$861K - $1.04M
39.4K $3.52M
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
11.1K
New
$860K - $1.04M
11.1K $992K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
11.1K
+ 8.22%
$860K - $1.04M
146K $13.1M
Apr 21, 2023 Q1 2023
Chatham Capital Group, Inc.

BUY
 -
11.1K
+ 25.32%
$857K - $1.04M
54.7K $4.89M
Sep 26, 2023 Q1 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
10.9K
+ 9.6%
$842K - $1.02M
124K $11.1M
Apr 18, 2023 Q1 2023
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
10.5K
+ 20.0%
$815K - $985K
63.1K $5.64M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
10.4K
+ 9.52%
$806K - $973K
119K $10.7M
Apr 06, 2023 Q1 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
9.52K
+ 7.54%
$739K - $892K
136K $12.1M
Apr 14, 2023 Q1 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
9.41K
New
$730K - $881K
9.41K $841K
May 12, 2023 Q1 2023
Bck Capital Management LP

Stamford, CT
BUY
 -
9.28K
New
$720K - $870K
9.28K $830K
Apr 06, 2023 Q1 2023
Kwmg, LLC

BUY
 -
9.21K
+ 3.51%
$715K - $863K
272K $24.3M
May 22, 2023 Q1 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
9.2K
+ 161.36%
$714K - $862K
14.9K $1.33M
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
9.09K
+ 100.61%
$705K - $852K
18.1K $1.62M
May 15, 2023 Q1 2023
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
8.99K
New
$697K - $842K
8.99K $803K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
8.89K
New
$690K - $833K
8.89K $795K
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
8.29K
+ 20.29%
$643K - $777K
49.1K $4.39M
May 09, 2023 Q1 2023
Efficient Advisors, LLC

BUY
 -
8.24K
+ 1.9%
$639K - $772K
442K $39.5M
Apr 04, 2023 Q1 2023
Future Financial Wealth Managment LLC

BUY
 -
8.21K
+ 171.94%
$637K - $769K
13K $1.16M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
8.19K
+ 44.43%
$635K - $767K
26.6K $2.38M
Apr 26, 2023 Q1 2023
Fidelis I M, LLC

Medford, OR
BUY
 -
8.07K
+ 13.92%
$626K - $756K
66K $5.9M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
7.91K
+ 77.51%
$614K - $741K
18.1K $1.62M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
7.85K
+ 9.83%
$609K - $735K
87.7K $7.84M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
7.84K
+ 29.48%
$608K - $735K
34.4K $3.08M
May 16, 2023 Q1 2023
Hancock Whitney Corp

BUY
 -
7.83K
+ 13.99%
$607K - $734K
63.8K $5.7M
Nov 13, 2023 Q1 2023
Hancock Whitney Corp

BUY
 -
7.83K
+ 13.99%
$607K - $734K
63.8K $5.7M
Apr 20, 2023 Q1 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
7.81K
+ 83.09%
$606K - $732K
17.2K $1.54M
May 05, 2023 Q1 2023
Gilbert & Cook, Inc.

BUY
 -
7.78K
+ 6.53%
$604K - $729K
127K $11.4M
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
7.73K
New
$599K - $724K
7.73K $691K
May 08, 2023 Q1 2023
Allie Family Office LLC

BUY
 -
7.7K
+ 12.19%
$598K - $722K
70.9K $6.34M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
7.61K
+ 13.81%
$591K - $713K
62.7K $5.61M
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
7.54K
+ 8.92%
$585K - $706K
92.1K $8.23M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
7.47K
+ 258.88%
$579K - $700K
10.4K $925K
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
7.11K
New
$552K - $666K
7.11K $636K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
7.07K
+ 25.94%
$549K - $663K
34.3K $3.07M
Apr 20, 2023 Q1 2023
Vera Bank, N.A.

BUY
 -
7.03K
New
$545K - $659K
7.03K $628K
Apr 17, 2023 Q1 2023
Financial Insights, Inc.

BUY
 -
7.02K
+ 13.68%
$545K - $658K
58.3K $5.22M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
7.02K
New
$545K - $658K
7.02K $628K
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
6.9K
+ 14.44%
$535K - $646K
54.6K $4.89M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
6.85K
+ 5.57%
$532K - $642K
130K $11.6M
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
6.85K
+ 10.2%
$531K - $642K
74K $6.62M
May 11, 2023 Q1 2023
Aletheian Wealth Advisors LLC

BUY
 -
6.75K
+ 21.17%
$524K - $632K
38.6K $3.45M
May 15, 2023 Q1 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
6.7K
+ 4.21%
$520K - $628K
166K $14.8M
May 11, 2023 Q1 2023
Bramshill Investments, LLC

Naples, FL
BUY
 -
6.66K
New
$517K - $624K
6.66K $596K
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
6.58K
New
$511K - $617K
6.58K $589K
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
6.5K
+ 49.01%
$504K - $609K
19.8K $1.77M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
6.47K
+ 3.45%
$502K - $606K
194K $17.3M

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