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 |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
356+ 7.19% |
$35.6K - $41K
|
5.31K
$506K
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
350+ 3.88% |
$35K - $40.3K
|
9.37K
$894K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
348+ 2.74% |
$34.8K - $40.1K
|
13K
$1.24M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
347New |
$34.7K - $39.9K
|
347
$33.1K
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
347+ 13.22% |
$34.7K - $39.9K
|
2.97K
$283K
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
342+ 1.23% |
$34.2K - $39.4K
|
28.1K
$2.68M
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
341+ 0.95% |
$34.1K - $39.2K
|
36.3K
$3.46M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
340+ 5.69% |
$34K - $39.1K
|
6.31K
$602K
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
340+ 1.35% |
$34K - $39.1K
|
25.6K
$2.44M
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
340+ 14.49% |
$34K - $39.1K
|
2.69K
$256K
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
339+ 4.64% |
$33.9K - $39K
|
7.65K
$729K
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
339+ 0.91% |
$33.9K - $39K
|
37.8K
$3.6M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
335+ 5.98% |
$33.5K - $38.6K
|
5.94K
$566K
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
332+ 12.31% |
$33.2K - $38.2K
|
3.03K
$289K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
327+ 1.29% |
$32.7K - $37.6K
|
25.6K
$2.44M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
317+ 0.97% |
$31.7K - $36.5K
|
33K
$3.15M
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
317+ 2.18% |
$31.7K - $36.5K
|
14.9K
$1.42M
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
316+ 5.27% |
$31.6K - $36.4K
|
6.31K
$602K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
314+ 0.18% |
$31.4K - $36.1K
|
174K
$16.6M
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
309+ 15.35% |
$30.9K - $35.6K
|
2.32K
$221K
|
|
Oct 25, 2024
Q1 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
306+ 1.77% |
$30.6K - $35.2K
|
17.6K
$1.68M
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
304+ 4.57% |
$30.4K - $35K
|
6.96K
$663K
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
303+ 7.35% |
$30.3K - $34.9K
|
4.42K
$422K
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
303+ 6.8% |
$30.3K - $34.9K
|
4.76K
$454K
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
302+ 3.84% |
$30.2K - $34.8K
|
8.16K
$778K
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
301+ 3.62% |
$30.1K - $34.6K
|
8.62K
$822K
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
301+ 4.58% |
$30.1K - $34.6K
|
6.88K
$656K
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
300+ 3.01% |
$30K - $34.5K
|
10.3K
$980K
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
300+ 1.44% |
$30K - $34.5K
|
21.1K
$2.01M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
287+ 6.21% |
$28.7K - $33K
|
4.91K
$468K
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
287+ 0.3% |
$28.7K - $33K
|
96.1K
$9.17M
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
280+ 2.57% |
$28K - $32.2K
|
11.2K
$1.07M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
277+ 15.74% |
$27.7K - $31.9K
|
2.04K
$194K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
275+ 9.37% |
$27.5K - $31.7K
|
3.21K
$306K
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
274+ 0.33% |
$27.4K - $31.5K
|
83.9K
$8M
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
263+ 1.12% |
$26.3K - $30.3K
|
23.7K
$2.26M
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
261+ 1.63% |
$26.1K - $30K
|
16.3K
$1.55M
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
258+ 14.42% |
$25.8K - $29.7K
|
2.05K
$195K
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
255+ 1.73% |
$25.5K - $29.4K
|
15K
$1.43M
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
254New |
$25.4K - $29.2K
|
254
$24.2K
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
254+ 4.55% |
$25.4K - $29.2K
|
5.84K
$557K
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
252+ 6.28% |
$25.2K - $29K
|
4.26K
$406K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
250+ 20.0% |
$25K - $28.8K
|
1.5K
$143K
|
|
Apr 29, 2022
Q1 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
249+ 1.33% |
$24.9K - $28.7K
|
18.9K
$1.81M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
248+ 12.93% |
$24.8K - $28.5K
|
2.17K
$207K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
245+ 4.93% |
$24.5K - $28.2K
|
5.22K
$498K
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
242+ 4.13% |
$24.2K - $27.9K
|
6.1K
$582K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
241+ 0.69% |
$24.1K - $27.7K
|
34.9K
$3.33M
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
241+ 166.21% |
$24.1K - $27.7K
|
386
$36.8K
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
239+ 2.64% |
$23.9K - $27.5K
|
9.29K
$886K
|