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 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.4K+ 0.97% |
$109K - $131K
|
146K
$13M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.4K+ 8.31% |
$109K - $131K
|
18.2K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.4K+ 15.97% |
$109K - $131K
|
10.2K
$908K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.38K+ 13.48% |
$107K - $130K
|
11.7K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.38K+ 11.12% |
$107K - $130K
|
13.8K
$1.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.37KNew |
$106K - $128K
|
1.37K
$122K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.35K+ 1.54% |
$105K - $126K
|
89.2K
$7.97M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.35K+ 6.77% |
$105K - $126K
|
21.2K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Trustees Of The Smith College
|
BUY
|
- |
1.32K+ 0.97% |
$102K - $124K
|
138K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.31K+ 11.73% |
$101K - $123K
|
12.5K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.3K+ 7.28% |
$101K - $122K
|
19.2K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 12.56% |
$100K - $121K
|
11.5K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.29K+ 5.72% |
$99.9K - $121K
|
23.8K
$2.13M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 25.85% |
$99K - $120K
|
6.21K
$556K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.26K+ 5.31% |
$97.8K - $118K
|
25K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.25K+ 1.81% |
$96.8K - $117K
|
70.2K
$6.28M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.23K+ 7.86% |
$95.7K - $116K
|
16.9K
$1.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.23K+ 13.71% |
$95.2K - $115K
|
10.2K
$910K
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.22K+ 6.31% |
$94.9K - $115K
|
20.6K
$1.84M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.22K+ 1.31% |
$94.7K - $114K
|
94.5K
$8.45M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.2K+ 24.12% |
$93.4K - $113K
|
6.2K
$554K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.2K+ 43.05% |
$93.3K - $113K
|
3.99K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.2K+ 10.74% |
$93.1K - $112K
|
12.4K
$1.11M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.2K+ 6.13% |
$93K - $112K
|
20.7K
$1.86M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.18K+ 19.56% |
$91.8K - $111K
|
7.23K
$647K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.17K+ 1.84% |
$90.9K - $110K
|
64.9K
$5.8M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.17K+ 7.5% |
$90.5K - $109K
|
16.7K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.16K+ 4.41% |
$90.2K - $109K
|
27.5K
$2.46M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.16K+ 14.48% |
$90K - $109K
|
9.17K
$820K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.15K+ 19.31% |
$89.5K - $108K
|
7.13K
$637K
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.15K+ 33.37% |
$89.5K - $108K
|
4.61K
$412K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.15K+ 4.17% |
$89.1K - $108K
|
28.7K
$2.56M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.14K+ 4.6% |
$88.5K - $107K
|
25.9K
$2.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.14K+ 3.55% |
$88.3K - $107K
|
33.2K
$2.97M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.13K+ 6.78% |
$87.8K - $106K
|
17.8K
$1.59M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.12K+ 24.75% |
$86.7K - $105K
|
5.64K
$504K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 2.21% |
$86.1K - $104K
|
51.3K
$4.58M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.1K+ 14.08% |
$85.4K - $103K
|
8.92K
$797K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.09KNew |
$84.8K - $102K
|
1.09K
$97.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.08K+ 38.85% |
$83.6K - $101K
|
3.85K
$344K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.08K+ 5.87% |
$83.4K - $101K
|
19.4K
$1.73M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.07K+ 3.87% |
$83.2K - $100K
|
28.8K
$2.57M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
1.07K+ 107000.0% |
$83K - $100K
|
1.07K
$95.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.07K+ 77.73% |
$82.9K - $100K
|
2.44K
$218K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.06K+ 7.92% |
$82.2K - $99.3K
|
14.4K
$1.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.05K+ 4.35% |
$81.8K - $98.8K
|
25.3K
$2.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.05K+ 319.15% |
$81.5K - $98.4K
|
1.38K
$123K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.05K+ 20.72% |
$81.4K - $98.3K
|
6.11K
$546K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 11.81% |
$80.9K - $97.7K
|
9.88K
$883K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.04K+ 23.45% |
$80.8K - $97.6K
|
5.49K
$490K
|