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 11, 2023
Q1 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.04K+ 4.45% |
$236K - $284K
|
71.2K
$6.37M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
3.01K+ 8.05% |
$233K - $282K
|
40.4K
$3.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.98KNew |
$232K - $280K
|
2.98K
$267K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
2.98K+ 21.09% |
$231K - $279K
|
17.1K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.9KNew |
$225K - $271K
|
2.9K
$259K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$222K - $268K
|
2.86K
$256K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.85K+ 19.02% |
$221K - $267K
|
17.8K
$1.59M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.79K+ 15.95% |
$217K - $262K
|
20.3K
$1.81M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.79K+ 8.88% |
$216K - $261K
|
34.2K
$3.06M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79K+ 5.91% |
$216K - $261K
|
49.9K
$4.46M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.76K+ 8.53% |
$214K - $259K
|
35.1K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
2.76K+ 13.12% |
$214K - $258K
|
23.8K
$2.12M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.7K+ 10.02% |
$209K - $253K
|
29.6K
$2.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.7K+ 24.03% |
$209K - $253K
|
13.9K
$1.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.69KNew |
$208K - $252K
|
2.69K
$240K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.68KNew |
$208K - $251K
|
2.68K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.68KNew |
$208K - $251K
|
2.68K
$240K
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.67K+ 2.35% |
$207K - $250K
|
116K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.62KNew |
$204K - $246K
|
2.62K
$235K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.59K+ 10.94% |
$201K - $243K
|
26.3K
$2.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.57K+ 2.56% |
$199K - $241K
|
103K
$9.21M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.56KNew |
$199K - $240K
|
2.56K
$229K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.54KNew |
$197K - $238K
|
2.54K
$227K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.53K+ 4.95% |
$197K - $237K
|
53.7K
$4.81M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.52KNew |
$196K - $236K
|
2.52K
$225K
|
|
|
May 01, 2023
Q1 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.51K+ 3.65% |
$194K - $235K
|
71.2K
$6.36M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.49KNew |
$193K - $234K
|
2.49K
$223K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.49KNew |
$193K - $233K
|
2.49K
$223K
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.48KNew |
$192K - $232K
|
2.48K
$221K
|
|
|
May 10, 2023
Q1 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
2.46K+ 9.08% |
$191K - $230K
|
29.5K
$2.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.45K+ 3.55% |
$190K - $230K
|
71.5K
$6.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
2.45KNew |
$190K - $229K
|
2.45K
$219K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.43KNew |
$189K - $228K
|
2.43K
$217K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.42KNew |
$188K - $227K
|
2.42K
$217K
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.42KNew |
$188K - $227K
|
2.42K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
2.42KNew |
$188K - $227K
|
2.42K
$216K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.42K+ 13.79% |
$188K - $227K
|
20K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.41K+ 18.86% |
$187K - $226K
|
15.2K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.41K+ 19.97% |
$187K - $225K
|
14.4K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
2.32K+ 2.23% |
$180K - $217K
|
106K
$9.52M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.29K+ 7.17% |
$178K - $215K
|
34.3K
$3.06M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.26K+ 13.65% |
$175K - $212K
|
18.8K
$1.68M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.23K+ 11.71% |
$173K - $208K
|
21.2K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2.21K+ 2.77% |
$172K - $207K
|
82.2K
$7.35M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.19K+ 2.29% |
$170K - $205K
|
97.7K
$8.74M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.19K+ 17.97% |
$170K - $205K
|
14.4K
$1.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.18K+ 8.97% |
$169K - $204K
|
26.5K
$2.37M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.16K+ 12.7% |
$167K - $202K
|
19.1K
$1.71M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.11K+ 11.82% |
$164K - $198K
|
20K
$1.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
2.11K+ 56.35% |
$164K - $198K
|
5.86K
$524K
|