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 |
---|---|---|---|---|---|---|---|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
305+ 824.32% |
$31K - $33.8K
|
342
$31K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
303+ 95.58% |
$30.8K - $33.6K
|
620
$56.2K
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
299+ 4.3% |
$30.4K - $33.2K
|
7.25K
$658K
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
295+ 3.37% |
$30K - $32.7K
|
9.05K
$820K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
287New |
$29.2K - $31.8K
|
287
$26K
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
282+ 0.91% |
$28.7K - $31.3K
|
31.1K
$2.83M
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
277+ 3.92% |
$28.2K - $30.7K
|
7.35K
$666K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
266+ 9.53% |
$27.1K - $29.5K
|
3.06K
$277K
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
264+ 0.95% |
$26.9K - $29.3K
|
28K
$2.54M
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
263+ 3.13% |
$26.8K - $29.2K
|
8.68K
$787K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
262New |
$26.7K - $29.1K
|
262
$23.8K
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
BUY
|
- |
251+ 6.14% |
$25.5K - $27.8K
|
4.34K
$394K
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
BUY
|
- |
250+ 125.0% |
$25.4K - $27.7K
|
450
$40.8K
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
BUY
|
- |
247+ 2.49% |
$25.1K - $27.4K
|
10.2K
$923K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
241+ 3.38% |
$24.5K - $26.7K
|
7.37K
$669K
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
240+ 3.98% |
$24.4K - $26.6K
|
6.27K
$569K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
237+ 182.31% |
$24.1K - $26.3K
|
367
$33.3K
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
232+ 5.28% |
$23.6K - $25.7K
|
4.63K
$420K
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
230+ 3.67% |
$23.4K - $25.5K
|
6.5K
$590K
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
228+ 11.57% |
$23.2K - $25.3K
|
2.2K
$199K
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
226New |
$23K - $25.1K
|
226
$20.5K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
224+ 6.7% |
$22.8K - $24.8K
|
3.57K
$324K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
223+ 5.14% |
$22.7K - $24.7K
|
4.56K
$414K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
216+ 26.21% |
$22K - $24K
|
1.04K
$94.3K
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
214+ 1.36% |
$21.8K - $23.7K
|
16K
$1.45M
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
212+ 6.82% |
$21.6K - $23.5K
|
3.32K
$301K
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
209+ 53.45% |
$21.3K - $23.2K
|
600
$54.4K
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
208+ 0.44% |
$21.2K - $23.1K
|
47.4K
$4.3M
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
207+ 12.58% |
$21.1K - $23K
|
1.85K
$168K
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
206+ 2.89% |
$21K - $22.8K
|
7.33K
$665K
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
202+ 3.13% |
$20.6K - $22.4K
|
6.66K
$604K
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
200+ 8.33% |
$20.4K - $22.2K
|
2.6K
$236K
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
199+ 0.43% |
$20.3K - $22.1K
|
46.6K
$4.23M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
195+ 1.91% |
$19.8K - $21.6K
|
10.4K
$943K
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
194+ 1.61% |
$19.7K - $21.5K
|
12.3K
$1.11M
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
193+ 5.14% |
$19.6K - $21.4K
|
3.95K
$358K
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
191+ 1.8% |
$19.4K - $21.2K
|
10.8K
$980K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
187+ 7.6% |
$19K - $20.7K
|
2.65K
$240K
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
183+ 6.48% |
$18.6K - $20.3K
|
3.01K
$273K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
182+ 10.68% |
$18.5K - $20.2K
|
1.89K
$171K
|
|
Nov 10, 2021
Q3 2021
|
Pictet Bank & Trust LTD
|
BUY
|
- |
180+ 5.28% |
$18.3K - $20K
|
3.59K
$326K
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
180New |
$18.3K - $20K
|
180
$16.3K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
177+ 2.49% |
$18K - $19.6K
|
7.29K
$661K
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
174+ 30.31% |
$17.7K - $19.3K
|
748
$67.9K
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
173+ 0.48% |
$17.6K - $19.2K
|
36.3K
$3.29M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
173+ 1.3% |
$17.6K - $19.2K
|
13.5K
$1.22M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
170New |
$17.3K - $18.9K
|
170
$15.4K
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
169+ 3.43% |
$17.2K - $18.7K
|
5.09K
$462K
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
167+ 4.24% |
$17K - $18.5K
|
4.1K
$372K
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
165+ 27.5% |
$16.8K - $18.3K
|
765
$69.4K
|