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 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.37K+ 22.09% |
$339K - $409K
|
24.1K
$2.16M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 3.55% |
$337K - $406K
|
127K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.31K+ 2.6% |
$334K - $403K
|
170K
$15.2M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.22KNew |
$328K - $396K
|
4.22K
$378K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.21K+ 35.82% |
$327K - $394K
|
16K
$1.43M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.15K+ 2.23% |
$322K - $389K
|
191K
$17M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.13K+ 23.68% |
$321K - $387K
|
21.6K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.13K+ 3.59% |
$320K - $387K
|
119K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.09K+ 8.28% |
$317K - $383K
|
53.5K
$4.78M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.09KNew |
$317K - $383K
|
4.09K
$366K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.08KNew |
$317K - $382K
|
4.08K
$365K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.04KNew |
$313K - $378K
|
4.04K
$361K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.04K+ 2.57% |
$313K - $378K
|
161K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.03K+ 13.33% |
$312K - $377K
|
34.2K
$3.06M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.01K+ 2.32% |
$311K - $375K
|
176K
$15.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.99K+ 1.9% |
$310K - $374K
|
214K
$19.1M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.98K+ 4797.59% |
$309K - $373K
|
4.07K
$363K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
3.98K+ 1.36% |
$309K - $373K
|
297K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.92K+ 13.19% |
$304K - $367K
|
33.6K
$3.01M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.82K+ 9.68% |
$296K - $358K
|
43.2K
$3.87M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.76KNew |
$292K - $352K
|
3.76K
$336K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.75K+ 2.74% |
$291K - $351K
|
141K
$12.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
3.74K+ 1.94% |
$290K - $351K
|
196K
$17.6M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.74K+ 6.76% |
$290K - $350K
|
59K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.71KNew |
$288K - $348K
|
3.71K
$332K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.71K+ 6.92% |
$288K - $348K
|
57.4K
$5.13M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.63KNew |
$281K - $340K
|
3.63K
$324K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.52K+ 4.82% |
$273K - $330K
|
76.6K
$6.85M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3.51K+ 8.7% |
$272K - $329K
|
43.9K
$3.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
3.51K+ 7.15% |
$272K - $328K
|
52.5K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.47K+ 4.05% |
$269K - $325K
|
89.1K
$7.97M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.46K+ 26.93% |
$268K - $324K
|
16.3K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.45K+ 20.23% |
$268K - $323K
|
20.5K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.39K+ 16.28% |
$263K - $318K
|
24.2K
$2.17M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.39K+ 16.28% |
$263K - $318K
|
24.2K
$2.17M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
3.32K+ 8.13% |
$257K - $311K
|
44.1K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 86.84% |
$257K - $310K
|
7.13K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.21KNew |
$249K - $301K
|
3.21K
$287K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
3.21K+ 17.77% |
$249K - $300K
|
21.2K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.19K+ 128.77% |
$248K - $299K
|
5.67K
$507K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.19K+ 17.08% |
$247K - $299K
|
21.8K
$1.95M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.19K+ 17.08% |
$247K - $299K
|
21.8K
$1.95M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.18K+ 1.44% |
$247K - $298K
|
224K
$20M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
3.18KNew |
$246K - $298K
|
3.18K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3.16K+ 0.99% |
$245K - $296K
|
323K
$28.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3.14K+ 2.23% |
$243K - $294K
|
144K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.13K+ 2.74% |
$243K - $293K
|
117K
$10.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
3.11K+ 5.33% |
$241K - $291K
|
61.4K
$5.49M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.06K+ 5.1% |
$237K - $287K
|
63K
$5.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
3.04K+ 1.68% |
$236K - $285K
|
184K
$16.4M
|