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 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.05K- 17.3% |
$105K - $121K
|
5.01K
$478K
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.05K- 4.34% |
$105K - $121K
|
23.2K
$2.21M
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.07K- 3.91% |
$106K - $123K
|
26.1K
$2.49M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.07KClosed |
$107K - $124K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.08K- 1.59% |
$108K - $124K
|
66.6K
$6.35M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.08K- 4.63% |
$108K - $124K
|
22.2K
$2.12M
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 18.27% |
$109K - $126K
|
4.9K
$467K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.12K- 2.34% |
$112K - $129K
|
46.7K
$4.46M
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.17K- 10.14% |
$117K - $135K
|
10.4K
$991K
|
|
Apr 14, 2022
Q1 2022
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-1.18K- 0.15% |
$117K - $135K
|
774K
$73.8M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.18K- 2.07% |
$118K - $135K
|
55.5K
$5.3M
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.19K- 1.6% |
$119K - $137K
|
72.7K
$6.93M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-1.19K- 7.43% |
$119K - $137K
|
14.8K
$1.41M
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.19K- 9.01% |
$119K - $137K
|
12K
$1.15M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.2K- 4.52% |
$120K - $138K
|
25.3K
$2.41M
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.23K- 5.76% |
$123K - $142K
|
20.1K
$1.92M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 4.22% |
$123K - $142K
|
28K
$2.67M
|
|
May 10, 2022
Q1 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.28K- 10.34% |
$128K - $147K
|
11.1K
$1.06M
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
SELL
|
- |
-1.3K- 14.94% |
$130K - $150K
|
7.4K
$706K
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 1.51% |
$130K - $150K
|
84.5K
$8.06M
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.35KClosed |
$135K - $156K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.36K- 53.97% |
$136K - $157K
|
1.16K
$111K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.36K- 11.36% |
$136K - $157K
|
10.6K
$1.01M
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.37K- 38.24% |
$137K - $157K
|
2.21K
$211K
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.38K- 30.21% |
$138K - $159K
|
3.19K
$304K
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.4K- 41.23% |
$140K - $161K
|
2K
$191K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.41K- 41.8% |
$141K - $162K
|
1.96K
$187K
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.41K- 12.25% |
$141K - $162K
|
10.1K
$961K
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.43K- 4.7% |
$142K - $164K
|
28.9K
$2.75M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.45K- 2.9% |
$145K - $167K
|
48.8K
$4.65M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.46K- 14.55% |
$146K - $169K
|
8.6K
$820K
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1.5K- 1.64% |
$150K - $173K
|
89.8K
$8.56M
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.52K- 2.7% |
$152K - $175K
|
54.7K
$5.22M
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.55K- 2.02% |
$155K - $178K
|
75.1K
$7.16M
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-1.56K- 38.73% |
$156K - $179K
|
2.47K
$235K
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.58K- 5.13% |
$158K - $182K
|
29.2K
$2.78M
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.59K- 31.57% |
$158K - $182K
|
3.44K
$328K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1.6K- 2.64% |
$159K - $184K
|
58.8K
$5.6M
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.6K- 16.04% |
$160K - $184K
|
8.36K
$797K
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 15.23% |
$160K - $184K
|
8.91K
$849K
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.61K- 32.62% |
$161K - $186K
|
3.33K
$317K
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.63K- 93.14% |
$163K - $188K
|
120
$11.4K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.65K- 14.98% |
$165K - $190K
|
9.39K
$895K
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-1.66K- 24.52% |
$166K - $191K
|
5.12K
$488K
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.7K- 21.32% |
$170K - $195K
|
6.27K
$597K
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.73KClosed |
$173K - $200K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Gpwm LLC
|
SELL
|
- |
-1.75K- 3.32% |
$174K - $201K
|
50.8K
$4.85M
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
SELL
|
- |
-1.75KClosed |
$175K - $201K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.77KClosed |
$177K - $204K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.78KClosed |
$177K - $204K
|
0
$0
|