Purchases and Sales Made in Q2 2022 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
9.87K+ 4.32% |
$859K - $1.11M
|
238K
$20.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
BUY
|
- |
9.84K+ 16.16% |
$856K - $1.11M
|
70.7K
$6.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9.7K+ 47.83% |
$844K - $1.09M
|
30K
$2.62M
|
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
BUY
|
- |
9.7K+ 62.48% |
$844K - $1.09M
|
25.2K
$2.21M
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
9.69K+ 48.89% |
$843K - $1.09M
|
29.5K
$2.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
9.59KNew |
$835K - $1.08M
|
9.59K
$839K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
9.53K+ 33.91% |
$829K - $1.07M
|
37.6K
$3.29M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
9.43K+ 26.92% |
$821K - $1.06M
|
44.4K
$3.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9.34KNew |
$813K - $1.05M
|
9.34K
$817K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9.32KNew |
$812K - $1.05M
|
9.32K
$815K
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.31K+ 7.4% |
$810K - $1.05M
|
135K
$11.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
9.28K+ 24.9% |
$808K - $1.04M
|
46.6K
$4.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
9.23K+ 30.08% |
$803K - $1.04M
|
39.9K
$3.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
9.05KNew |
$788K - $1.02M
|
9.05K
$792K
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
9K+ 7497.5% |
$783K - $1.01M
|
9.12K
$797K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
8.85K+ 35.2% |
$770K - $996K
|
34K
$2.97M
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
8.69KNew |
$756K - $978K
|
8.69K
$760K
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
8.68K+ 11.01% |
$755K - $976K
|
87.5K
$7.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
8.65K+ 60.51% |
$753K - $973K
|
22.9K
$2.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.61K+ 3.53% |
$750K - $969K
|
252K
$22.1M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
8.56KNew |
$745K - $963K
|
8.56K
$749K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8.55K+ 8.7% |
$744K - $962K
|
107K
$9.34M
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8.3K+ 19.61% |
$722K - $933K
|
50.6K
$4.42M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.1K+ 6.31% |
$705K - $911K
|
136K
$11.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
8KNew |
$696K - $900K
|
8K
$700K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.97K+ 7516.04% |
$693K - $896K
|
8.07K
$706K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.94K+ 74.71% |
$691K - $893K
|
18.6K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.84K+ 0.23% |
$683K - $882K
|
3.48M
$304M
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
7.7K+ 13.51% |
$670K - $866K
|
64.7K
$5.66M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.43K+ 3.9% |
$646K - $835K
|
198K
$17.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
7.23K+ 340.09% |
$629K - $813K
|
9.35K
$818K
|
|
|
Jul 11, 2022
Q2 2022
|
Solitude Financial Services
|
BUY
|
- |
7.21K+ 15.37% |
$628K - $811K
|
54.1K
$4.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.17K+ 15.36% |
$624K - $806K
|
53.8K
$4.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
7.13K+ 49.12% |
$620K - $802K
|
21.6K
$1.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7.03K+ 5.83% |
$612K - $791K
|
128K
$11.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7K+ 12.7% |
$609K - $788K
|
62.1K
$5.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.99K+ 14.68% |
$609K - $787K
|
54.6K
$4.78M
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.91KNew |
$602K - $777K
|
6.91K
$604K
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6.75K+ 6.06% |
$588K - $759K
|
118K
$10.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
6.6K+ 8.27% |
$574K - $742K
|
86.4K
$7.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.59K+ 5.62% |
$574K - $741K
|
124K
$10.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
6.59K+ 8.09% |
$573K - $741K
|
87.9K
$7.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
6.58K+ 6.37% |
$573K - $740K
|
110K
$9.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
6.54K+ 16.39% |
$569K - $736K
|
46.4K
$4.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
6.54K+ 71.78% |
$569K - $735K
|
15.6K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.5K+ 15.61% |
$566K - $731K
|
48.2K
$4.21M
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.34K+ 13.43% |
$552K - $713K
|
53.6K
$4.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.3KNew |
$548K - $708K
|
6.3K
$551K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
6.25K+ 89.81% |
$544K - $703K
|
13.2K
$1.16M
|
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.25K+ 40.03% |
$544K - $703K
|
21.9K
$1.91M
|