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 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
20.3KNew |
$2.03M - $2.33M
|
20.3K
$1.95M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
20.1KNew |
$2.01M - $2.31M
|
20.1K
$1.93M
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
19.9K+ 204.6% |
$1.99M - $2.29M
|
29.6K
$2.84M
|
|
|
May 05, 2022
Q1 2022
|
Allen Investment Management LLC
|
BUY
|
- |
19.4K+ 818.42% |
$1.94M - $2.24M
|
21.8K
$2.09M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.1K+ 5.46% |
$1.91M - $2.2M
|
369K
$35.5M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
19.1K+ 8.11% |
$1.91M - $2.2M
|
255K
$24.4M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18.8K+ 205.33% |
$1.88M - $2.17M
|
28K
$2.69M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18.3K+ 1.13% |
$1.83M - $2.11M
|
1.63M
$157M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
18K+ 252.36% |
$1.8M - $2.07M
|
25.1K
$2.41M
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
18K+ 58.75% |
$1.8M - $2.07M
|
48.7K
$4.67M
|
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
17.6KNew |
$1.76M - $2.02M
|
17.6K
$1.69M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
17.4KNew |
$1.74M - $2M
|
17.4K
$1.67M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.2K+ 1.73% |
$1.71M - $1.97M
|
1.01M
$96.5M
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
17.1K+ 135.71% |
$1.71M - $1.97M
|
29.7K
$2.85M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
16.3K+ 6.07% |
$1.63M - $1.88M
|
285K
$27.3M
|
|
|
May 13, 2022
Q1 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16.2K+ 6.89% |
$1.62M - $1.86M
|
251K
$24M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
16K+ 77.04% |
$1.6M - $1.84M
|
36.8K
$3.53M
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
16K+ 822.67% |
$1.6M - $1.84M
|
17.9K
$1.72M
|
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
16K+ 4.09% |
$1.6M - $1.84M
|
407K
$39M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.9KNew |
$1.59M - $1.83M
|
15.9K
$1.53M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
15.1KNew |
$1.51M - $1.74M
|
15.1K
$1.45M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
15K+ 264.77% |
$1.5M - $1.73M
|
20.7K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
14.9K+ 10.53% |
$1.49M - $1.72M
|
157K
$15M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.9K+ 24.14% |
$1.49M - $1.71M
|
76.5K
$7.34M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14.5K+ 13.68% |
$1.45M - $1.67M
|
121K
$11.6M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
14.5K+ 489.93% |
$1.45M - $1.67M
|
17.5K
$1.68M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
14.3K+ 155.7% |
$1.43M - $1.65M
|
23.5K
$2.25M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14K+ 16.27% |
$1.4M - $1.61M
|
100K
$9.62M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
13.6KNew |
$1.36M - $1.57M
|
13.6K
$1.31M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.6K+ 4.14% |
$1.36M - $1.56M
|
342K
$32.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13.6K+ 26.18% |
$1.35M - $1.56M
|
65.3K
$6.27M
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
13.5K+ 39.65% |
$1.35M - $1.56M
|
47.7K
$4.57M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.2K+ 7.78% |
$1.32M - $1.52M
|
182K
$17.5M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.9K+ 107.07% |
$1.29M - $1.49M
|
25K
$2.4M
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
12.9K+ 3.92% |
$1.29M - $1.48M
|
341K
$32.7M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
12.8K+ 8.21% |
$1.28M - $1.47M
|
169K
$16.2M
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.8K+ 164.1% |
$1.28M - $1.47M
|
20.6K
$1.98M
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
12.7K+ 11.06% |
$1.27M - $1.46M
|
128K
$12.3M
|
|
|
May 12, 2022
Q1 2022
|
Schaeffer Financial LLC
|
BUY
|
- |
12.6K+ 24.92% |
$1.26M - $1.45M
|
63.2K
$6.07M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3K+ 10.58% |
$1.23M - $1.41M
|
128K
$12.3M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
12.2K+ 3.06% |
$1.22M - $1.4M
|
411K
$39.4M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.2K+ 117.9% |
$1.22M - $1.4M
|
22.5K
$2.16M
|
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
11.9K+ 393.39% |
$1.19M - $1.37M
|
14.9K
$1.43M
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
11.9K+ 2.62% |
$1.19M - $1.37M
|
466K
$44.7M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
11.9K+ 28.14% |
$1.19M - $1.37M
|
54.1K
$5.19M
|
|
|
Apr 19, 2022
Q1 2022
|
Whelan Financial
|
BUY
|
- |
11.8K+ 7.14% |
$1.18M - $1.36M
|
178K
$17.1M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
11.7KNew |
$1.17M - $1.35M
|
11.7K
$1.12M
|
|
|
Apr 29, 2022
Q1 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 2.83% |
$1.17M - $1.35M
|
426K
$40.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
11.7K+ 10.25% |
$1.17M - $1.35M
|
126K
$12.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
11.5K+ 3127.45% |
$1.15M - $1.32M
|
11.9K
$1.14M
|