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 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
2.1K+ 3.53% |
$163K - $197K
|
61.5K
$5.5M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.08K+ 10.63% |
$161K - $195K
|
21.7K
$1.94M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.08K+ 36.13% |
$161K - $195K
|
7.83K
$700K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.05K+ 4.81% |
$159K - $192K
|
44.6K
$3.99M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.05K+ 11.82% |
$159K - $192K
|
19.3K
$1.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
2.04K+ 33.84% |
$158K - $191K
|
8.05K
$720K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.03K+ 85.58% |
$157K - $190K
|
4.4K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.03K+ 1.0% |
$157K - $190K
|
204K
$18.3M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.02K+ 2.85% |
$157K - $189K
|
72.9K
$6.51M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.02K+ 15.46% |
$157K - $189K
|
15.1K
$1.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.01K+ 25.16% |
$156K - $188K
|
10K
$895K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.01KNew |
$156K - $188K
|
2.01K
$179K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2K+ 0.65% |
$155K - $187K
|
311K
$27.8M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2K+ 3.29% |
$155K - $187K
|
62.7K
$5.61M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.98K+ 298.34% |
$154K - $186K
|
2.65K
$236K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.96K+ 2.77% |
$152K - $184K
|
72.8K
$6.51M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.96K+ 5.56% |
$152K - $184K
|
37.3K
$3.33M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.96K+ 1.36% |
$152K - $184K
|
146K
$13M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.96K+ 2.64% |
$152K - $183K
|
76K
$6.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.91K+ 6.38% |
$148K - $179K
|
31.9K
$2.85M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.91K+ 1.8% |
$148K - $179K
|
108K
$9.64M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 1.75% |
$147K - $178K
|
110K
$9.87M
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.89K+ 2.12% |
$147K - $177K
|
91.3K
$8.16M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.87K+ 6.85% |
$145K - $175K
|
29.1K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.87K+ 20.11% |
$145K - $175K
|
11.1K
$996K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.86K+ 401.08% |
$144K - $174K
|
2.33K
$208K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 53.28% |
$143K - $173K
|
5.31K
$475K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 4.29% |
$141K - $170K
|
44.1K
$3.94M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.81K+ 5.34% |
$140K - $169K
|
35.7K
$3.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.8K+ 4.94% |
$139K - $168K
|
38.1K
$3.41M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.79K+ 39.72% |
$138K - $167K
|
6.28K
$561K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.78K+ 11.18% |
$138K - $167K
|
17.7K
$1.58M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.77K+ 6.11% |
$137K - $166K
|
30.7K
$2.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 23.68% |
$136K - $164K
|
9.12K
$816K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.75K+ 4.63% |
$136K - $164K
|
39.4K
$3.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.73K+ 27.36% |
$134K - $162K
|
8.06K
$721K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.73K+ 12.93% |
$134K - $162K
|
15.1K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.72K+ 2.5% |
$133K - $161K
|
70.4K
$6.3M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.66K+ 7.29% |
$129K - $155K
|
24.4K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.61K+ 7.41% |
$125K - $150K
|
23.3K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
1.59K+ 0.93% |
$123K - $149K
|
172K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.58K+ 3.1% |
$122K - $148K
|
52.5K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.56K+ 2.55% |
$121K - $146K
|
62.7K
$5.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.53K+ 17.43% |
$119K - $144K
|
10.3K
$923K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.53K+ 2.69% |
$119K - $144K
|
58.4K
$5.22M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.52K+ 52.16% |
$118K - $142K
|
4.43K
$396K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
1.5K+ 12.19% |
$117K - $141K
|
13.8K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.5K+ 19.08% |
$116K - $141K
|
9.36K
$837K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 2.64% |
$115K - $139K
|
57.6K
$5.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.44K+ 13.58% |
$112K - $135K
|
12K
$1.08M
|