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 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
11.2K+ 10.36% |
$1.12M - $1.28M
|
119K
$11.4M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.1K+ 7.17% |
$1.11M - $1.28M
|
166K
$16M
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
11K+ 20.82% |
$1.1M - $1.27M
|
64K
$6.14M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.9K+ 90.57% |
$1.09M - $1.26M
|
23K
$2.21M
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
10.7KNew |
$1.07M - $1.23M
|
10.7K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10.6KNew |
$1.06M - $1.22M
|
10.6K
$1.02M
|
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
BUY
|
- |
10.6K+ 66.93% |
$1.06M - $1.22M
|
26.5K
$2.54M
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10.6K+ 12.03% |
$1.05M - $1.21M
|
98.3K
$9.43M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
10.4KNew |
$1.04M - $1.2M
|
10.4K
$1M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
10.4K+ 128.42% |
$1.04M - $1.2M
|
18.5K
$1.78M
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
10.3K+ 137.31% |
$1.02M - $1.18M
|
17.7K
$1.7M
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.2K+ 38.67% |
$1.02M - $1.17M
|
36.5K
$3.5M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10.1K+ 1.61% |
$1.01M - $1.16M
|
636K
$61.1M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10K+ 4.94% |
$999K - $1.15M
|
212K
$20.4M
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
9.6KNew |
$959K - $1.1M
|
9.6K
$921K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.54K+ 15.89% |
$953K - $1.1M
|
69.5K
$6.67M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
9.37K+ 81.63% |
$936K - $1.08M
|
20.8K
$2M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.29K+ 236.47% |
$929K - $1.07M
|
13.2K
$1.27M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.27K+ 7.46% |
$927K - $1.07M
|
134K
$12.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
8.94K+ 183.23% |
$893K - $1.03M
|
13.8K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.86K+ 16.93% |
$886K - $1.02M
|
61.2K
$5.87M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.69K+ 4.79% |
$868K - $1M
|
190K
$18.3M
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
8.61KNew |
$861K - $991K
|
8.61K
$827K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
8.48K+ 51.2% |
$848K - $976K
|
25K
$2.4M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.42K+ 149.92% |
$842K - $969K
|
14K
$1.35M
|
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
8.41K+ 7.56% |
$840K - $968K
|
120K
$11.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
8.28K+ 2.92% |
$827K - $953K
|
292K
$28M
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.22KNew |
$822K - $946K
|
8.22K
$789K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.15K+ 0.34% |
$814K - $938K
|
2.39M
$229M
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
8.14K+ 20.76% |
$814K - $937K
|
47.4K
$4.54M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
8.11K+ 32.51% |
$810K - $933K
|
33K
$3.17M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.98KNew |
$798K - $919K
|
7.98K
$766K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.96K+ 50.0% |
$796K - $917K
|
23.9K
$2.29M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.91K+ 16.75% |
$791K - $910K
|
55.1K
$5.29M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.87K+ 38.34% |
$787K - $906K
|
28.4K
$2.72M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.81K+ 200.77% |
$780K - $899K
|
11.7K
$1.12M
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
7.77K+ 35.0% |
$777K - $894K
|
30K
$2.88M
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
7.69K+ 3.49% |
$769K - $885K
|
228K
$21.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
7.63K+ 13.52% |
$763K - $879K
|
64.1K
$6.15M
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
BUY
|
- |
7.61KNew |
$760K - $876K
|
7.61K
$730K
|
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.58K+ 32.12% |
$758K - $873K
|
31.2K
$2.99M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.41K+ 4.23% |
$741K - $853K
|
183K
$17.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
7.38K+ 99.31% |
$738K - $849K
|
14.8K
$1.42M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.35K+ 5.61% |
$735K - $846K
|
138K
$13.3M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.3K+ 4.13% |
$729K - $840K
|
184K
$17.6M
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
7.25K+ 7.49% |
$725K - $835K
|
104K
$9.98M
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.24K+ 6.99% |
$724K - $833K
|
111K
$10.6M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.19K+ 18.23% |
$719K - $828K
|
46.7K
$4.48M
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
7.13K+ 5.46% |
$713K - $821K
|
138K
$13.2M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.06K+ 5.76% |
$706K - $812K
|
130K
$12.4M
|