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 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25+ 0.41% |
$2.5K - $2.88K
|
6.18K
$590K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
23+ 14.2% |
$2.3K - $2.65K
|
185
$17.6K
|
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
23+ 0.66% |
$2.3K - $2.65K
|
3.49K
$332K
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
22+ 0.4% |
$2.2K - $2.53K
|
5.49K
$523K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
21+ 0.05% |
$2.1K - $2.42K
|
39.2K
$3.73M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
21+ 0.11% |
$2.1K - $2.42K
|
18.6K
$1.78M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.11% |
$2.1K - $2.42K
|
18.6K
$1.78M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 0.03% |
$1.9K - $2.19K
|
75.7K
$7.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
19+ 0.29% |
$1.9K - $2.19K
|
6.49K
$619K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
19+ 0.18% |
$1.9K - $2.19K
|
10.6K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
19+ 0.64% |
$1.9K - $2.19K
|
2.98K
$285K
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
18+ 0.39% |
$1.8K - $2.07K
|
4.61K
$439K
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
18+ 0.09% |
$1.8K - $2.07K
|
19.8K
$1.89M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.93% |
$1.8K - $2.07K
|
1.96K
$187K
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
17+ 0.53% |
$1.7K - $1.96K
|
3.21K
$306K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
16+ 0.01% |
$1.6K - $1.84K
|
126K
$12M
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
15+ 0.57% |
$1.5K - $1.73K
|
2.63K
$251K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
15+ 0.28% |
$1.5K - $1.73K
|
5.4K
$515K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
15+ 0.01% |
$1.5K - $1.73K
|
155K
$14.8M
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15+ 0.43% |
$1.5K - $1.73K
|
3.49K
$333K
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
14+ 0.36% |
$1.4K - $1.61K
|
3.89K
$371K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14New |
$1.4K - $1.61K
|
14
$1.33K
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
13+ 0.15% |
$1.3K - $1.5K
|
8.4K
$801K
|
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
12+ 0.51% |
$1.2K - $1.38K
|
2.36K
$225K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
12+ 0.28% |
$1.2K - $1.38K
|
4.3K
$410K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.2K - $1.38K
|
3.58K
$342K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
12+ 0.01% |
$1.2K - $1.38K
|
106K
$10.1M
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
12+ 0.15% |
$1.2K - $1.38K
|
8.24K
$786K
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
11+ 0.19% |
$1.1K - $1.27K
|
5.88K
$561K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11+ 0.2% |
$1.1K - $1.27K
|
5.46K
$521K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
10+ 0.18% |
$1K - $1.15K
|
5.42K
$517K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
10+ 0.41% |
$1K - $1.15K
|
2.45K
$234K
|
|
|
May 02, 2022
Q1 2022
|
Better Wealth, LLC
|
BUY
|
- |
10+ 0.54% |
$1K - $1.15K
|
1.86K
$177K
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
BUY
|
- |
10+ 0.29% |
$1K - $1.15K
|
3.41K
$325K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
10+ 0.12% |
$1K - $1.15K
|
8.14K
$776K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
9+ 0.05% |
$900 - $1.04K
|
16.5K
$1.58M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
9+ 2.7% |
$900 - $1.04K
|
342
$32.6K
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
9+ 0.49% |
$900 - $1.04K
|
1.85K
$176K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8+ 0.31% |
$800 - $921
|
2.62K
$250K
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8+ 0.24% |
$800 - $921
|
3.33K
$318K
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
8+ 4.85% |
$800 - $921
|
173
$16.5K
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7New |
$700 - $806
|
7
$667
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
7+ 0.18% |
$700 - $806
|
3.83K
$365K
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
6+ 0.26% |
$600 - $691
|
2.32K
$221K
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
5+ 0.22% |
$500 - $576
|
2.23K
$212K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 0.11% |
$500 - $576
|
4.5K
$429K
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$500 - $576
|
4.91K
$468K
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.1% |
$500 - $576
|
5.22K
$497K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.02% |
$500 - $576
|
24.1K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.01% |
$500 - $576
|
85K
$8.1M
|