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 16, 2022
Q1 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
74New |
$7.4K - $8.52K
|
74
$7.06K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
74+ 1.54% |
$7.4K - $8.52K
|
4.88K
$465K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
72+ 0.52% |
$7.2K - $8.29K
|
13.8K
$1.32M
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
71New |
$7.1K - $8.17K
|
71
$6.77K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
70+ 5.1% |
$7K - $8.06K
|
1.44K
$138K
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
67+ 0.52% |
$6.7K - $7.71K
|
13K
$1.24M
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
66+ 2.42% |
$6.6K - $7.6K
|
2.79K
$266K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
66+ 28.09% |
$6.6K - $7.6K
|
301
$28.7K
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
66+ 2.04% |
$6.6K - $7.6K
|
3.31K
$315K
|
|
|
Apr 13, 2022
Q1 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
64+ 0.07% |
$6.4K - $7.37K
|
97.3K
$9.28M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
61+ 1.5% |
$6.1K - $7.02K
|
4.12K
$393K
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
60+ 3.0% |
$6K - $6.91K
|
2.06K
$196K
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
60+ 0.54% |
$6K - $6.91K
|
11.2K
$1.07M
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
59+ 0.17% |
$5.9K - $6.79K
|
34.4K
$3.28M
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
59+ 0.4% |
$5.9K - $6.79K
|
14.9K
$1.42M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
57+ 0.76% |
$5.7K - $6.56K
|
7.6K
$725K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
53+ 0.68% |
$5.3K - $6.1K
|
7.88K
$752K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
52+ 0.09% |
$5.2K - $5.99K
|
57K
$5.43M
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
52+ 2.22% |
$5.2K - $5.99K
|
2.39K
$228K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
52+ 6.6% |
$5.2K - $5.99K
|
840
$80.1K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
52+ 0.09% |
$5.2K - $5.99K
|
59.5K
$5.67M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
51+ 3.09% |
$5.1K - $5.87K
|
1.7K
$162K
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
48+ 1.27% |
$4.8K - $5.52K
|
3.81K
$364K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
48+ 1.21% |
$4.8K - $5.52K
|
4.01K
$382K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
48+ 3.08% |
$4.8K - $5.52K
|
1.61K
$153K
|
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
48+ 0.5% |
$4.8K - $5.52K
|
9.71K
$926K
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
47+ 1.22% |
$4.7K - $5.41K
|
3.89K
$371K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.33% |
$4.6K - $5.29K
|
14.1K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
45+ 1.1% |
$4.5K - $5.18K
|
4.14K
$395K
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
45+ 1.0% |
$4.5K - $5.18K
|
4.54K
$432K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.79% |
$4.4K - $5.06K
|
5.6K
$533K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
43+ 0.19% |
$4.3K - $4.95K
|
22.6K
$2.16M
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
BUY
|
- |
42+ 0.82% |
$4.2K - $4.83K
|
5.15K
$491K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
41+ 0.55% |
$4.1K - $4.72K
|
7.52K
$717K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
41+ 0.5% |
$4.1K - $4.72K
|
8.29K
$791K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
40+ 0.59% |
$4K - $4.6K
|
6.8K
$648K
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
39+ 0.33% |
$3.9K - $4.49K
|
11.7K
$1.11M
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
38+ 1.18% |
$3.8K - $4.37K
|
3.26K
$311K
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
35+ 0.14% |
$3.5K - $4.03K
|
25.2K
$2.41M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
35+ 12.64% |
$3.5K - $4.03K
|
312
$29.7K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
34+ 7.47% |
$3.4K - $3.91K
|
489
$46.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
33+ 4.84% |
$3.3K - $3.8K
|
715
$68.2K
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
32+ 0.29% |
$3.2K - $3.68K
|
10.9K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
32+ 0.69% |
$3.2K - $3.68K
|
4.66K
$444K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30+ 1.26% |
$3K - $3.45K
|
2.42K
$230K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
27+ 1.4% |
$2.7K - $3.11K
|
1.96K
$186K
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25+ 1.02% |
$2.5K - $2.88K
|
2.47K
$235K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
25+ 0.33% |
$2.5K - $2.88K
|
7.72K
$736K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
25+ 0.08% |
$2.5K - $2.88K
|
31.7K
$3.02M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
25+ 0.84% |
$2.5K - $2.88K
|
3.01K
$287K
|