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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.22K+ 18.49% |
$542K - $700K
|
39.9K
$3.83M
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
5.95K+ 5.17% |
$518K - $669K
|
121K
$11.6M
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5.9K+ 16.23% |
$513K - $663K
|
42.2K
$4.05M
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
5.89K+ 1.12% |
$512K - $662K
|
532K
$51.1M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.86K+ 292.17% |
$510K - $659K
|
7.86K
$755K
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
5.84K+ 17.67% |
$508K - $657K
|
38.9K
$3.73M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
5.67K+ 6.97% |
$494K - $638K
|
87K
$8.35M
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.63K+ 14.99% |
$490K - $633K
|
43.2K
$4.14M
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.51KNew |
$479K - $619K
|
5.51K
$528K
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.5K+ 5.81% |
$479K - $619K
|
100K
$9.61M
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.23K+ 66.43% |
$455K - $588K
|
13.1K
$1.26M
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.17K+ 8.08% |
$450K - $582K
|
69.2K
$6.64M
|
|
Aug 05, 2022
Q2 2022
|
True Wealth Financial Partners
|
BUY
|
- |
5.15K+ 5.31% |
$448K - $579K
|
102K
$9.8M
|
|
Jul 27, 2022
Q2 2022
|
Advocate Group LLC
|
BUY
|
- |
5.13KNew |
$446K - $577K
|
5.13K
$492K
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.13K+ 131.37% |
$446K - $577K
|
9.03K
$866K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.12K+ 65.61% |
$446K - $576K
|
12.9K
$1.24M
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.08K+ 28.74% |
$442K - $572K
|
22.8K
$2.18M
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4.94K+ 20.56% |
$430K - $555K
|
28.9K
$2.78M
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.9K+ 38.89% |
$426K - $551K
|
17.5K
$1.68M
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
4.85K+ 45.55% |
$422K - $546K
|
15.5K
$1.49M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.84K+ 8.07% |
$421K - $545K
|
64.8K
$6.22M
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
4.83K+ 23.6% |
$420K - $543K
|
25.3K
$2.42M
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.76KNew |
$414K - $536K
|
4.76K
$457K
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.74K+ 26.18% |
$412K - $533K
|
22.8K
$2.19M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
4.72K+ 11.34% |
$411K - $531K
|
46.3K
$4.45M
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
4.69K+ 16.38% |
$408K - $528K
|
33.3K
$3.2M
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
4.63K+ 84.37% |
$403K - $521K
|
10.1K
$971K
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
4.59K+ 15.33% |
$400K - $517K
|
34.6K
$3.32M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.58K+ 2.51% |
$398K - $515K
|
187K
$18M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
4.57K+ 4.51% |
$398K - $514K
|
106K
$10.2M
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
4.5K+ 17.69% |
$391K - $506K
|
29.9K
$2.87M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4.48K+ 63.45% |
$390K - $504K
|
11.5K
$1.11M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.48K+ 0.32% |
$390K - $504K
|
1.42M
$137M
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.48K+ 70.85% |
$390K - $504K
|
10.8K
$1.04M
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
4.42K+ 4.83% |
$385K - $497K
|
96K
$9.22M
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
4.33K+ 13.62% |
$377K - $487K
|
36.1K
$3.47M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.29K+ 1.88% |
$373K - $483K
|
232K
$22.3M
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
4.19K+ 9.16% |
$365K - $471K
|
49.9K
$4.79M
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4.15K+ 44.78% |
$361K - $467K
|
13.4K
$1.29M
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
BUY
|
- |
4.04K+ 7.32% |
$352K - $455K
|
59.3K
$5.69M
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.04K+ 1.92% |
$352K - $455K
|
214K
$20.5M
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.95K+ 7.07% |
$344K - $444K
|
59.8K
$5.73M
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.92KNew |
$341K - $441K
|
3.92K
$376K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.89K+ 33.65% |
$339K - $438K
|
15.5K
$1.48M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.85K+ 11.46% |
$335K - $433K
|
37.4K
$3.59M
|
|
Aug 12, 2022
Q2 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.75K+ 7.66% |
$326K - $422K
|
52.7K
$5.06M
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.72K+ 0.8% |
$324K - $418K
|
470K
$45.1M
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
3.69KNew |
$321K - $415K
|
3.69K
$354K
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.67K+ 55.82% |
$319K - $413K
|
10.2K
$983K
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 11.79% |
$318K - $411K
|
34.7K
$3.33M
|