Purchases and Sales Made in Q3 2021 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
710+ 3.92% |
$72.3K - $78.8K
|
18.8K
$1.61M
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
706New |
$71.9K - $78.3K
|
706
$60.4K
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
702+ 9.83% |
$71.4K - $77.9K
|
7.85K
$671K
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
700+ 4.47% |
$71.2K - $77.6K
|
16.3K
$1.4M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
691+ 11.63% |
$70.3K - $76.6K
|
6.63K
$567K
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
687+ 3.49% |
$69.9K - $76.2K
|
20.4K
$1.74M
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
681+ 4.61% |
$69.3K - $75.5K
|
15.5K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
671New |
$68.3K - $74.4K
|
671
$57.4K
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
667+ 2.51% |
$67.9K - $74K
|
27.3K
$2.33M
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
BUY
|
- |
664+ 18.29% |
$67.6K - $73.7K
|
4.29K
$367K
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
655+ 8.64% |
$66.7K - $72.7K
|
8.24K
$705K
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
650+ 17.58% |
$66.2K - $72.1K
|
4.35K
$372K
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
643+ 3.96% |
$65.4K - $71.3K
|
16.9K
$1.44M
|
|
Oct 20, 2021
Q3 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
635+ 2.53% |
$64.6K - $70.4K
|
25.7K
$2.2M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
631+ 17.47% |
$64.2K - $70K
|
4.24K
$363K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
624+ 5.32% |
$63.5K - $69.2K
|
12.3K
$1.06M
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
624+ 3.1% |
$63.5K - $69.2K
|
20.7K
$1.77M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
619+ 1.99% |
$63K - $68.7K
|
31.7K
$2.71M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
617+ 21.93% |
$62.8K - $68.4K
|
3.43K
$294K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
617+ 1.7% |
$62.8K - $68.4K
|
37K
$3.17M
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
613+ 11.74% |
$62.4K - $68K
|
5.83K
$499K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
604+ 11.14% |
$61.5K - $67K
|
6.03K
$516K
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
603+ 1.63% |
$61.4K - $66.9K
|
37.7K
$3.22M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
600+ 85.71% |
$61.1K - $66.6K
|
1.3K
$111K
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
595+ 9.89% |
$60.6K - $66K
|
6.61K
$566K
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
595+ 0.95% |
$60.6K - $66K
|
63.4K
$5.43M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
595+ 5.94% |
$60.6K - $66K
|
10.6K
$908K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
594+ 5.93% |
$60.5K - $65.9K
|
10.6K
$908K
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
591+ 21.68% |
$60.2K - $65.6K
|
3.32K
$284K
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
562+ 15.17% |
$57.2K - $62.3K
|
4.27K
$365K
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
559+ 2.28% |
$56.9K - $62K
|
25.1K
$2.15M
|
|
Nov 09, 2021
Q3 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
555+ 5.97% |
$56.5K - $61.6K
|
9.85K
$842K
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
550+ 56.7% |
$56K - $61K
|
1.52K
$130K
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
545+ 0.15% |
$55.5K - $60.5K
|
362K
$31M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
545+ 3.64% |
$55.5K - $60.5K
|
15.5K
$1.33M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
545+ 3.64% |
$55.5K - $60.5K
|
15.5K
$1.33M
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
544+ 1.0% |
$55.4K - $60.3K
|
54.9K
$4.69M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
543New |
$55.3K - $60.2K
|
543
$46.5K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
538New |
$54.8K - $59.7K
|
538
$46K
|
|
Nov 09, 2021
Q3 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
536+ 1.19% |
$54.6K - $59.5K
|
45.6K
$3.9M
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
535+ 7.5% |
$54.5K - $59.3K
|
7.67K
$656K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
533+ 2.59% |
$54.2K - $59.1K
|
21.1K
$1.81M
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
BUY
|
- |
526+ 5.4% |
$53.5K - $58.3K
|
10.3K
$878K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
526+ 2.89% |
$53.5K - $58.3K
|
18.7K
$1.6M
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
523+ 1.67% |
$53.2K - $58K
|
31.8K
$2.72M
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
512+ 0.76% |
$52.1K - $56.8K
|
67.7K
$5.79M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
510+ 40.8% |
$51.9K - $56.6K
|
1.76K
$151K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
510+ 11.69% |
$51.9K - $56.6K
|
4.87K
$417K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
506+ 12.79% |
$51.5K - $56.1K
|
4.46K
$382K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
504+ 6.18% |
$51.3K - $55.9K
|
8.66K
$741K
|