Purchases and Sales Made in Q1 2022 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q1 2022. 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 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.03K+ 5.88% |
$103K - $119K
|
18.6K
$1.79M
|
|
May 09, 2022
Q1 2022
|
Fairfield University
|
BUY
|
- |
1.03K+ 0.53% |
$103K - $119K
|
196K
$18.8M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.03K+ 13.16% |
$103K - $118K
|
8.85K
$849K
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
1.02K+ 28.92% |
$102K - $118K
|
4.56K
$437K
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.02K+ 8.94% |
$102K - $117K
|
12.4K
$1.19M
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.02K+ 111.15% |
$102K - $117K
|
1.93K
$185K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.01K+ 0.44% |
$101K - $116K
|
228K
$21.9M
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1K+ 53.16% |
$100K - $115K
|
2.88K
$276K
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
999+ 16.76% |
$99.9K - $115K
|
6.96K
$668K
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
995+ 500.0% |
$99.5K - $115K
|
1.19K
$115K
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
992+ 2.62% |
$99.2K - $114K
|
38.9K
$3.73M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
976+ 6.93% |
$97.6K - $112K
|
15.1K
$1.44M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
974+ 70.02% |
$97.4K - $112K
|
2.37K
$227K
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
970New |
$97K - $112K
|
970
$93.1K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
969+ 4.21% |
$96.9K - $112K
|
24K
$2.3M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
962+ 87.22% |
$96.2K - $111K
|
2.07K
$198K
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
959+ 10.49% |
$95.9K - $110K
|
10.1K
$969K
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
940+ 15.42% |
$94K - $108K
|
7.04K
$675K
|
|
May 12, 2022
Q1 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
915+ 8.77% |
$91.5K - $105K
|
11.4K
$1.09M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
914New |
$91.4K - $105K
|
914
$87.7K
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
908+ 2.48% |
$90.8K - $105K
|
37.5K
$3.6M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
901+ 60.11% |
$90.1K - $104K
|
2.4K
$230K
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
900+ 5.02% |
$90K - $104K
|
18.8K
$1.81M
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
899+ 41.31% |
$89.9K - $103K
|
3.08K
$295K
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
895+ 9.46% |
$89.5K - $103K
|
10.4K
$994K
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
885+ 4.82% |
$88.5K - $102K
|
19.2K
$1.85M
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
883+ 7.15% |
$88.3K - $102K
|
13.2K
$1.27M
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
878+ 2.8% |
$87.8K - $101K
|
32.2K
$3.09M
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
868+ 0.96% |
$86.8K - $99.9K
|
91.1K
$8.74M
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
861+ 22.27% |
$86.1K - $99.1K
|
4.73K
$454K
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
858+ 8.44% |
$85.8K - $98.8K
|
11K
$1.06M
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
856New |
$85.6K - $98.5K
|
856
$82.1K
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
845+ 26.36% |
$84.5K - $97.3K
|
4.05K
$389K
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
845+ 1.21% |
$84.5K - $97.3K
|
70.7K
$6.78M
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
844+ 1.74% |
$84.4K - $97.1K
|
49.4K
$4.74M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
844+ 10.67% |
$84.4K - $97.1K
|
8.75K
$840K
|
|
Apr 27, 2022
Q1 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
838+ 30.93% |
$83.8K - $96.5K
|
3.55K
$340K
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
834+ 22.36% |
$83.4K - $96K
|
4.56K
$438K
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
824+ 16.2% |
$82.4K - $94.8K
|
5.91K
$567K
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
807+ 10.69% |
$80.7K - $92.9K
|
8.36K
$802K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
799+ 224.44% |
$79.9K - $92K
|
1.16K
$111K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
784+ 7.05% |
$78.4K - $90.2K
|
11.9K
$1.14M
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
BUY
|
- |
777+ 33.87% |
$77.7K - $89.4K
|
3.07K
$295K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
767+ 5.94% |
$76.7K - $88.3K
|
13.7K
$1.31M
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
760+ 1.75% |
$76K - $87.5K
|
44.1K
$4.23M
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
760+ 12.06% |
$76K - $87.5K
|
7.06K
$678K
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
756+ 0.7% |
$75.6K - $87K
|
109K
$10.5M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
748+ 3.07% |
$74.8K - $86.1K
|
25.1K
$2.41M
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
BUY
|
- |
744+ 0.43% |
$74.4K - $85.6K
|
176K
$16.9M
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
735+ 316.81% |
$73.5K - $84.6K
|
967
$92.8K
|