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 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
6.45K+ 9.36% |
$500K - $604K
|
75.4K
$6.74M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
6.43KNew |
$499K - $603K
|
6.43K
$575K
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.32K+ 3.89% |
$490K - $592K
|
169K
$15.1M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.26K+ 2.59% |
$486K - $587K
|
248K
$22.1M
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
6.17K+ 6.89% |
$479K - $578K
|
95.7K
$8.56M
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.09KNew |
$472K - $570K
|
6.09K
$544K
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.02KNew |
$467K - $564K
|
6.02K
$538K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.95KNew |
$461K - $557K
|
5.95K
$532K
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.93K+ 41.27% |
$460K - $555K
|
20.3K
$1.81M
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.93K+ 41.27% |
$460K - $555K
|
20.3K
$1.81M
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5.91K+ 21.82% |
$458K - $553K
|
33K
$2.95M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.89K+ 2.68% |
$457K - $552K
|
226K
$20.2M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
5.87K+ 5.65% |
$455K - $550K
|
110K
$9.81M
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
5.82K+ 52.27% |
$452K - $545K
|
17K
$1.52M
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.77K+ 17.3% |
$448K - $541K
|
39.1K
$3.5M
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5.74K+ 8.5% |
$446K - $538K
|
73.3K
$6.56M
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
5.73K+ 56.77% |
$445K - $537K
|
15.8K
$1.42M
|
|
Apr 20, 2023
Q1 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
5.72K+ 4.87% |
$444K - $536K
|
123K
$11M
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.72K+ 54.12% |
$444K - $536K
|
16.3K
$1.46M
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.65K+ 4.87% |
$438K - $529K
|
122K
$10.9M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.58KNew |
$433K - $523K
|
5.58K
$499K
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
5.55K+ 18.33% |
$431K - $520K
|
35.8K
$3.2M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.51KNew |
$427K - $516K
|
5.51K
$492K
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5.45K+ 7.81% |
$423K - $510K
|
75.2K
$6.73M
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
5.41K+ 6.27% |
$419K - $507K
|
91.6K
$8.19M
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.34KNew |
$415K - $501K
|
5.34K
$478K
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.34K+ 1.62% |
$414K - $500K
|
336K
$30M
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
5.29K+ 14.53% |
$410K - $495K
|
41.7K
$3.73M
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5.26K+ 13.41% |
$408K - $493K
|
44.5K
$3.98M
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
5.25KNew |
$407K - $492K
|
5.25K
$469K
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.17KNew |
$401K - $485K
|
5.17K
$462K
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
5.17K+ 34.39% |
$401K - $484K
|
20.2K
$1.81M
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.15K+ 4.96% |
$400K - $483K
|
109K
$9.74M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5.11K+ 8.92% |
$396K - $479K
|
62.4K
$5.58M
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
5.05K+ 4.71% |
$392K - $473K
|
112K
$10M
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
4.98K+ 4.91% |
$387K - $467K
|
106K
$9.52M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.96K+ 53.2% |
$385K - $464K
|
14.3K
$1.28M
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.9K+ 3.15% |
$380K - $459K
|
160K
$14.3M
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
4.86K+ 86.67% |
$377K - $455K
|
10.5K
$935K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.85K+ 11.34% |
$376K - $454K
|
47.6K
$4.26M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
4.77K+ 3.65% |
$370K - $447K
|
135K
$12.1M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.75K+ 21.42% |
$368K - $445K
|
26.9K
$2.41M
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.72K+ 14.69% |
$366K - $442K
|
36.8K
$3.29M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.66KNew |
$362K - $437K
|
4.66K
$417K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.62KNew |
$358K - $432K
|
4.62K
$413K
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.57KNew |
$355K - $428K
|
4.57K
$409K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.56K+ 2.12% |
$354K - $427K
|
219K
$19.6M
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
4.55K+ 39.3% |
$353K - $427K
|
16.1K
$1.44M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.44KNew |
$345K - $416K
|
4.44K
$397K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.44K+ 8.34% |
$344K - $416K
|
57.7K
$5.16M
|