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
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-20.6K- 61.26% |
$2.06M - $2.37M
|
13K
$1.14M
|
|
May 17, 2022
Q1 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-20.6K- 47.48% |
$2.06M - $2.37M
|
22.8K
$2M
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-20.8K- 42.76% |
$2.08M - $2.39M
|
27.8K
$2.44M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21K- 12.08% |
$2.09M - $2.41M
|
153K
$13.3M
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-21.2KClosed |
$2.12M - $2.45M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-21.6KClosed |
$2.16M - $2.48M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21.9KClosed |
$2.19M - $2.52M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-22.1K- 74.44% |
$2.21M - $2.54M
|
7.59K
$664K
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-22.2K- 3.79% |
$2.22M - $2.56M
|
565K
$49.4M
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-23.2K- 52.46% |
$2.32M - $2.67M
|
21K
$1.84M
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-23.3K- 86.2% |
$2.33M - $2.68M
|
3.73K
$326K
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-25K- 12.54% |
$2.5M - $2.88M
|
175K
$15.3M
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-25.1KClosed |
$2.51M - $2.89M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-25.2K- 52.37% |
$2.52M - $2.9M
|
22.9K
$2M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.5K- 64.95% |
$2.55M - $2.94M
|
13.8K
$1.21M
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-25.6K- 6.24% |
$2.56M - $2.95M
|
385K
$33.6M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-26.2K- 79.89% |
$2.62M - $3.01M
|
6.59K
$576K
|
|
May 12, 2022
Q1 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-26.4KClosed |
$2.64M - $3.04M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-26.7K- 25.18% |
$2.67M - $3.07M
|
79.2K
$6.93M
|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-27.1K- 60.2% |
$2.71M - $3.12M
|
17.9K
$1.57M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.8K- 15.13% |
$2.77M - $3.19M
|
156K
$13.6M
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-27.8K- 20.68% |
$2.78M - $3.2M
|
107K
$9.33M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.6K- 4.44% |
$2.86M - $3.29M
|
616K
$53.8M
|
|
Apr 28, 2022
Q1 2022
|
Rye Brook Capital LLC
|
SELL
|
- |
-29.3K- 38.65% |
$2.93M - $3.37M
|
46.5K
$4.07M
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-30.4K- 29.35% |
$3.04M - $3.5M
|
73.3K
$6.41M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-32K- 92.4% |
$3.2M - $3.68M
|
2.63K
$230K
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-35K- 27.98% |
$3.49M - $4.02M
|
90K
$7.87M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-35.6K- 9.88% |
$3.56M - $4.1M
|
325K
$28.4M
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-35.7K- 80.85% |
$3.57M - $4.11M
|
8.47K
$741K
|
|
Apr 20, 2022
Q1 2022
|
Polianta LTD
|
SELL
|
- |
-36.3K- 45.6% |
$3.63M - $4.18M
|
43.3K
$3.79M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37.3KClosed |
$3.72M - $4.29M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-38.1KClosed |
$3.8M - $4.38M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-39K- 19.32% |
$3.9M - $4.49M
|
163K
$14.3M
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-41.1K- 21.02% |
$4.11M - $4.73M
|
154K
$13.5M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-42.2K- 36.45% |
$4.22M - $4.86M
|
73.6K
$6.44M
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
SELL
|
- |
-44.9K- 73.97% |
$4.49M - $5.17M
|
15.8K
$1.38M
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-45.1K- 56.99% |
$4.5M - $5.19M
|
34K
$2.97M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-46.4K- 31.62% |
$4.64M - $5.34M
|
100K
$8.77M
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-46.7K- 36.83% |
$4.66M - $5.37M
|
80K
$7M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-47.5K- 54.34% |
$4.74M - $5.46M
|
39.9K
$3.49M
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-48.1K- 81.46% |
$4.81M - $5.53M
|
10.9K
$957K
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-48.6KClosed |
$4.86M - $5.6M
|
0
$0
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-48.7K- 89.47% |
$4.87M - $5.61M
|
5.74K
$502K
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-49.9KClosed |
$4.99M - $5.74M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-50.4K- 17.86% |
$5.03M - $5.8M
|
232K
$20.2M
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-52.2KClosed |
$5.22M - $6.01M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-52.4K- 46.33% |
$5.24M - $6.03M
|
60.7K
$5.31M
|
|
Dec 20, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-52.4K- 46.33% |
$5.24M - $6.03M
|
60.7K
$5.31M
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-52.7K- 72.8% |
$5.27M - $6.07M
|
19.7K
$1.72M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.3K- 64.93% |
$5.33M - $6.14M
|
28.8K
$2.52M
|