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 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
3.65K+ 47.12% |
$317K - $410K
|
11.4K
$995K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.64K+ 57.63% |
$316K - $409K
|
9.94K
$870K
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
3.63K+ 37.66% |
$316K - $409K
|
13.3K
$1.16M
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
3.6K+ 2.1% |
$313K - $405K
|
175K
$15.3M
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.6K+ 2.71% |
$313K - $404K
|
136K
$11.9M
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.56K+ 6.02% |
$310K - $400K
|
62.7K
$5.48M
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
3.52K+ 79.73% |
$307K - $396K
|
7.94K
$695K
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
3.5KNew |
$305K - $394K
|
3.5K
$306K
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
BUY
|
- |
3.47KNew |
$302K - $390K
|
3.47K
$303K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.46K+ 5.63% |
$301K - $389K
|
65K
$5.68M
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
3.45K+ 11.47% |
$301K - $388K
|
33.6K
$2.94M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
3.41K+ 41.49% |
$297K - $383K
|
11.6K
$1.02M
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.36K+ 26.28% |
$292K - $378K
|
16.1K
$1.41M
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.34KNew |
$291K - $376K
|
3.34K
$292K
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 58.99% |
$289K - $374K
|
8.95K
$783K
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3.3K+ 11.74% |
$287K - $372K
|
31.4K
$2.75M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.28K+ 399.88% |
$285K - $368K
|
4.09K
$358K
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.25KNew |
$283K - $366K
|
3.25K
$284K
|
|
Jul 27, 2022
Q2 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
3.17K+ 3.01% |
$275K - $356K
|
108K
$9.48M
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
3.15K+ 2.47% |
$274K - $354K
|
131K
$11.4M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.14K+ 1.84% |
$273K - $353K
|
174K
$15.2M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
3.08KNew |
$268K - $347K
|
3.08K
$269K
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.06K+ 22.95% |
$266K - $344K
|
16.4K
$1.43M
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.02K+ 144.19% |
$263K - $340K
|
5.11K
$447K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.95K+ 4.95% |
$257K - $332K
|
62.6K
$5.47M
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
2.95K+ 21.21% |
$257K - $332K
|
16.9K
$1.47M
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
BUY
|
- |
2.92K+ 14.22% |
$254K - $328K
|
23.4K
$2.05M
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
2.91K+ 0.94% |
$253K - $327K
|
311K
$27.2M
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
2.88KNew |
$251K - $324K
|
2.88K
$252K
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.87KNew |
$250K - $323K
|
2.87K
$251K
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.86K+ 30.39% |
$249K - $322K
|
12.3K
$1.07M
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.81KNew |
$244K - $316K
|
2.81K
$246K
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.8K+ 14.86% |
$244K - $315K
|
21.6K
$1.89M
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.78K+ 1.72% |
$242K - $313K
|
165K
$14.4M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.76K+ 35.01% |
$240K - $311K
|
10.6K
$931K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.75K+ 39.87% |
$239K - $309K
|
9.64K
$843K
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.73K+ 104.05% |
$237K - $307K
|
5.35K
$468K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.71K+ 12.98% |
$236K - $304K
|
23.6K
$2.06M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.69K+ 12.62% |
$234K - $303K
|
24K
$2.1M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.69K+ 71.59% |
$234K - $303K
|
6.45K
$564K
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.63K+ 7.77% |
$229K - $296K
|
36.5K
$3.19M
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.59KNew |
$226K - $292K
|
2.59K
$227K
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
2.58K+ 27.82% |
$225K - $291K
|
11.9K
$1.04M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.56K+ 60.29% |
$223K - $288K
|
6.8K
$595K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.55KNew |
$222K - $287K
|
2.55K
$223K
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2.54KNew |
$221K - $286K
|
2.54K
$222K
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.53K+ 5.16% |
$220K - $284K
|
51.5K
$4.51M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.52K+ 9.21% |
$220K - $284K
|
29.9K
$2.62M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.52KNew |
$220K - $284K
|
2.52K
$221K
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.5KNew |
$218K - $282K
|
2.5K
$219K
|