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 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
237+ 3.43% |
$23.7K - $27.3K
|
7.14K
$681K
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
235+ 247.37% |
$23.5K - $27K
|
330
$31.5K
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
BUY
|
- |
235+ 1.35% |
$23.5K - $27K
|
17.7K
$1.68M
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
234+ 3.02% |
$23.4K - $26.9K
|
7.98K
$761K
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
231+ 0.26% |
$23.1K - $26.6K
|
89.5K
$8.54M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
225+ 0.86% |
$22.5K - $25.9K
|
26.5K
$2.52M
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
223+ 0.39% |
$22.3K - $25.7K
|
58K
$5.53M
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
223+ 1.12% |
$22.3K - $25.7K
|
20K
$1.91M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
220+ 0.84% |
$22K - $25.3K
|
26.3K
$2.51M
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
219+ 13.67% |
$21.9K - $25.2K
|
1.82K
$174K
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
217+ 2.44% |
$21.7K - $25K
|
9.11K
$868K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
216+ 480.0% |
$21.6K - $24.9K
|
261
$24.9K
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
216+ 0.7% |
$21.6K - $24.9K
|
31K
$2.96M
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
212+ 8.04% |
$21.2K - $24.4K
|
2.85K
$272K
|
|
Apr 13, 2022
Q1 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
208+ 0.55% |
$20.8K - $23.9K
|
38.2K
$3.65M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
207+ 2.46% |
$20.7K - $23.8K
|
8.61K
$820K
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
202+ 1.24% |
$20.2K - $23.3K
|
16.5K
$1.58M
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
201+ 1.47% |
$20.1K - $23.1K
|
13.9K
$1.33M
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
200+ 2.59% |
$20K - $23K
|
7.93K
$756K
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
191+ 2.42% |
$19.1K - $22K
|
8.09K
$771K
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
190+ 3.83% |
$19K - $21.9K
|
5.15K
$491K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
185New |
$18.5K - $21.3K
|
185
$17.6K
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
184+ 1.19% |
$18.4K - $21.2K
|
15.6K
$1.49M
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
183+ 0.99% |
$18.3K - $21.1K
|
18.8K
$1.79M
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
183+ 1.28% |
$18.3K - $21.1K
|
14.5K
$1.38M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
183+ 1.94% |
$18.3K - $21.1K
|
9.6K
$915K
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
181+ 8.65% |
$18.1K - $20.8K
|
2.27K
$217K
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
180+ 0.66% |
$18K - $20.7K
|
27.5K
$2.62M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
179+ 1.31% |
$17.9K - $20.6K
|
13.8K
$1.32M
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
178New |
$17.8K - $20.5K
|
178
$17K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
176+ 4.87% |
$17.6K - $20.3K
|
3.79K
$361K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
173+ 7.0% |
$17.3K - $19.9K
|
2.65K
$252K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
170+ 101.19% |
$17K - $19.6K
|
338
$32.2K
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
166+ 8.19% |
$16.6K - $19.1K
|
2.19K
$209K
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
161+ 1.28% |
$16.1K - $18.5K
|
12.7K
$1.21M
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
156+ 4.54% |
$15.6K - $18K
|
3.59K
$342K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
156+ 1.83% |
$15.6K - $18K
|
8.69K
$828K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
154New |
$15.4K - $17.7K
|
154
$14.7K
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
153+ 5.14% |
$15.3K - $17.6K
|
3.13K
$298K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
152+ 1.78% |
$15.2K - $17.5K
|
8.71K
$831K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
147+ 3.16% |
$14.7K - $16.9K
|
4.8K
$458K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
146New |
$14.6K - $16.8K
|
146
$13.9K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
144+ 0.46% |
$14.4K - $16.6K
|
31.5K
$3M
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
139+ 3.93% |
$13.9K - $16K
|
3.68K
$351K
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
132+ 29.46% |
$13.2K - $15.2K
|
580
$55.3K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
130New |
$13K - $15K
|
130
$12.4K
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
130+ 1.89% |
$13K - $15K
|
7.01K
$669K
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
127+ 1.45% |
$12.7K - $14.6K
|
8.9K
$849K
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
127+ 6.6% |
$12.7K - $14.6K
|
2.05K
$196K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
126+ 1.11% |
$12.6K - $14.5K
|
11.5K
$1.1M
|