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 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.7KNew |
$170K - $196K
|
1.7K
$149K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.67K+ 6.08% |
$167K - $193K
|
29.2K
$2.55M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.67KNew |
$167K - $192K
|
1.67K
$146K
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.64K+ 1.38% |
$164K - $189K
|
121K
$10.6M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.64K+ 16.11% |
$164K - $189K
|
11.8K
$1.03M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.6K+ 36.87% |
$160K - $184K
|
5.94K
$520K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.6K+ 150.14% |
$160K - $184K
|
2.66K
$233K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.6K+ 44.64% |
$160K - $184K
|
5.17K
$452K
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.57KNew |
$157K - $181K
|
1.57K
$137K
|
|
|
May 10, 2022
Q1 2022
|
Fidato Wealth LLC
|
BUY
|
- |
1.56K+ 1.99% |
$156K - $179K
|
80K
$6.99M
|
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.56K+ 2.46% |
$155K - $179K
|
64.7K
$5.66M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.56K+ 9.9% |
$155K - $179K
|
17.3K
$1.51M
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.55K+ 0.92% |
$155K - $179K
|
171K
$15M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.55K+ 34.12% |
$155K - $179K
|
6.1K
$534K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.54K+ 4.77% |
$154K - $177K
|
33.9K
$2.96M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 4.53% |
$152K - $174K
|
35K
$3.06M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.49K+ 6.24% |
$149K - $171K
|
25.4K
$2.22M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
1.48KNew |
$148K - $171K
|
1.48K
$130K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.48KNew |
$148K - $171K
|
1.48K
$130K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.44K+ 7.22% |
$144K - $165K
|
21.3K
$1.87M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.43K+ 243.95% |
$143K - $165K
|
2.02K
$177K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.42K+ 50.77% |
$142K - $163K
|
4.21K
$368K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.39K+ 26.31% |
$139K - $160K
|
6.69K
$585K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.35K+ 15.11% |
$135K - $156K
|
10.3K
$900K
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.33K+ 1.53% |
$133K - $153K
|
88.5K
$7.74M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.33KNew |
$133K - $153K
|
1.33K
$116K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.33K+ 7.51% |
$133K - $153K
|
19K
$1.67M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.32KNew |
$132K - $152K
|
1.32K
$116K
|
|
|
May 16, 2022
Q1 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.32K+ 2.76% |
$131K - $151K
|
48.9K
$4.28M
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 2.45% |
$129K - $149K
|
54.1K
$4.73M
|
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
BUY
|
- |
1.28K+ 3.26% |
$128K - $147K
|
40.5K
$3.54M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.26K+ 8.25% |
$126K - $145K
|
16.5K
$1.44M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.25K+ 2.51% |
$125K - $144K
|
51K
$4.46M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.22K+ 12.3% |
$122K - $140K
|
11.1K
$972K
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.21K+ 2.54% |
$121K - $139K
|
48.7K
$4.26M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.18K+ 11.37% |
$118K - $135K
|
11.5K
$1.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.17K+ 1.35% |
$117K - $135K
|
88K
$7.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 18.88% |
$116K - $133K
|
7.29K
$638K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.15K+ 7.76% |
$114K - $132K
|
15.9K
$1.39M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.13K+ 3.25% |
$113K - $130K
|
35.8K
$3.13M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
1.12K+ 8.72% |
$111K - $128K
|
13.9K
$1.22M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.12K+ 2.96% |
$111K - $128K
|
38.8K
$3.39M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.11K+ 3.02% |
$111K - $128K
|
37.9K
$3.31M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.11K+ 2.21% |
$111K - $128K
|
51.4K
$4.49M
|
|
|
Apr 12, 2022
Q1 2022
|
Sara Bay Financial
|
BUY
|
- |
1.09K+ 13.45% |
$109K - $126K
|
9.21K
$806K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.09K+ 10.45% |
$109K - $126K
|
11.5K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$109K - $125K
|
1.09K
$95.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.07K+ 17.89% |
$107K - $123K
|
7.06K
$617K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.07K+ 7.08% |
$107K - $123K
|
16.2K
$1.42M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.04K+ 1.9% |
$104K - $120K
|
55.8K
$4.88M
|