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 |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-742- 8.47% |
$74.2K - $85.4K
|
8.02K
$765K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-743- 7.98% |
$74.3K - $85.5K
|
8.57K
$817K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-745- 21.71% |
$74.5K - $85.7K
|
2.69K
$256K
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-755- 1.85% |
$75.5K - $86.9K
|
40.1K
$3.83M
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-760- 26.52% |
$76K - $87.5K
|
2.11K
$201K
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-762- 19.62% |
$76.2K - $87.7K
|
3.12K
$298K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-763- 7.74% |
$76.3K - $87.8K
|
9.1K
$868K
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-775- 25.87% |
$77.5K - $89.2K
|
2.22K
$212K
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-797- 2.18% |
$79.7K - $91.7K
|
35.8K
$3.42M
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-800- 16.37% |
$80K - $92.1K
|
4.09K
$390K
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-803- 11.09% |
$80.3K - $92.4K
|
6.44K
$614K
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-805- 4.78% |
$80.5K - $92.7K
|
16K
$1.53M
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-806- 0.59% |
$80.6K - $92.8K
|
135K
$12.9M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-818- 9.62% |
$81.8K - $94.2K
|
7.69K
$733K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-827Closed |
$82.7K - $95.2K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-829- 0.43% |
$82.9K - $95.4K
|
193K
$18.4M
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-839- 2.38% |
$83.9K - $96.6K
|
34.4K
$3.28M
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-841- 5.11% |
$84.1K - $96.8K
|
15.6K
$1.49M
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-854- 13.67% |
$85.4K - $98.3K
|
5.4K
$514K
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-864Closed |
$86.4K - $99.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-869- 0.92% |
$86.9K - $100K
|
94K
$8.97M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-870- 6.6% |
$87K - $100K
|
12.3K
$1.17M
|
|
Apr 28, 2022
Q1 2022
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-895- 15.33% |
$89.5K - $103K
|
4.94K
$471K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-905- 3.2% |
$90.5K - $104K
|
27.4K
$2.61M
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-905Closed |
$90.5K - $104K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-909- 8.18% |
$90.9K - $105K
|
10.2K
$973K
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-909- 5.4% |
$90.9K - $105K
|
15.9K
$1.52M
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-911- 19.18% |
$91.1K - $105K
|
3.84K
$366K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-916Closed |
$91.6K - $105K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-917- 26.18% |
$91.7K - $106K
|
2.59K
$247K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-922- 8.89% |
$92.2K - $106K
|
9.45K
$901K
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-923- 29.02% |
$92.3K - $106K
|
2.26K
$215K
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-929- 5.66% |
$92.9K - $107K
|
15.5K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-938- 2.06% |
$93.8K - $108K
|
44.6K
$4.26M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-943- 0.03% |
$94.3K - $109K
|
3.3M
$315M
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-944- 16.96% |
$94.4K - $109K
|
4.62K
$441K
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-952- 7.92% |
$95.2K - $110K
|
11.1K
$1.06M
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-953- 5.52% |
$95.3K - $110K
|
16.3K
$1.55M
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-970Closed |
$97K - $112K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-972- 7.02% |
$97.2K - $112K
|
12.9K
$1.23M
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-975- 4.79% |
$97.5K - $112K
|
19.4K
$1.85M
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-975- 10.81% |
$97.5K - $112K
|
8.04K
$767K
|
|
May 09, 2022
Q1 2022
|
United Bank
|
SELL
|
- |
-982- 1.38% |
$98.2K - $113K
|
70.3K
$6.7M
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-982- 7.11% |
$98.2K - $113K
|
12.8K
$1.22M
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-988- 59.84% |
$98.8K - $114K
|
663
$63.2K
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-992- 26.69% |
$99.2K - $114K
|
2.73K
$260K
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-993- 10.53% |
$99.3K - $114K
|
8.44K
$805K
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.01K- 9.06% |
$101K - $116K
|
10.1K
$966K
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.02K- 7.99% |
$102K - $117K
|
11.7K
$1.12M
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 10.19% |
$104K - $120K
|
9.16K
$873K
|