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 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
90+ 7.53% |
$9.16K - $9.98K
|
1.29K
$110K
|
|
|
Oct 14, 2021
Q3 2021
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
89+ 4.28% |
$9.06K - $9.87K
|
2.17K
$186K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
88+ 0.38% |
$8.96K - $9.76K
|
23.2K
$1.99M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
86+ 1.4% |
$8.75K - $9.54K
|
6.25K
$534K
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
86+ 3.01% |
$8.75K - $9.54K
|
2.95K
$252K
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
85+ 0.87% |
$8.65K - $9.43K
|
9.81K
$839K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
85+ 4.12% |
$8.65K - $9.43K
|
2.15K
$184K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
82New |
$8.35K - $9.1K
|
82
$7.02K
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
80+ 3.51% |
$8.14K - $8.87K
|
2.36K
$202K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
78+ 13.71% |
$7.94K - $8.65K
|
647
$55.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
77+ 1.92% |
$7.84K - $8.54K
|
4.1K
$350K
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
77+ 2.61% |
$7.84K - $8.54K
|
3.03K
$259K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
73+ 114.06% |
$7.43K - $8.1K
|
137
$11.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
71New |
$7.23K - $7.88K
|
71
$6.07K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
70+ 0.78% |
$7.12K - $7.76K
|
9.03K
$773K
|
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
BUY
|
- |
66+ 2.43% |
$6.72K - $7.32K
|
2.79K
$238K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
64+ 0.82% |
$6.51K - $7.1K
|
7.83K
$669K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
64+ 1.09% |
$6.51K - $7.1K
|
5.95K
$509K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
64+ 11.31% |
$6.51K - $7.1K
|
630
$53.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
62+ 0.18% |
$6.31K - $6.88K
|
35.5K
$3.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
62+ 1.57% |
$6.31K - $6.88K
|
4.02K
$344K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
61+ 87.14% |
$6.21K - $6.77K
|
131
$11.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
61+ 0.9% |
$6.21K - $6.77K
|
6.86K
$587K
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
56+ 0.63% |
$5.7K - $6.21K
|
8.91K
$762K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
55+ 1.44% |
$5.6K - $6.1K
|
3.88K
$332K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
54+ 0.51% |
$5.5K - $5.99K
|
10.7K
$918K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
54+ 1.62% |
$5.5K - $5.99K
|
3.38K
$289K
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
53+ 2.2% |
$5.39K - $5.88K
|
2.46K
$211K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
53+ 10.0% |
$5.39K - $5.88K
|
583
$49.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
52+ 0.83% |
$5.29K - $5.77K
|
6.3K
$539K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
52+ 1.27% |
$5.29K - $5.77K
|
4.14K
$355K
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.93% |
$5.19K - $5.66K
|
5.51K
$471K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
51+ 0.23% |
$5.19K - $5.66K
|
21.9K
$1.87M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
50+ 3.9% |
$5.09K - $5.55K
|
1.33K
$114K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
50+ 1.6% |
$5.09K - $5.55K
|
3.17K
$271K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
46+ 2.42% |
$4.68K - $5.1K
|
1.95K
$166K
|
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
45+ 1.07% |
$4.58K - $4.99K
|
4.24K
$362K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
44+ 0.64% |
$4.48K - $4.88K
|
6.97K
$596K
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
43New |
$4.38K - $4.77K
|
43
$3.68K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
41+ 0.43% |
$4.17K - $4.55K
|
9.48K
$811K
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
41New |
$4.17K - $4.55K
|
41
$3.51K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 8.73% |
$4.07K - $4.44K
|
498
$42.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
40+ 400.0% |
$4.07K - $4.44K
|
50
$4.28K
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
39+ 0.24% |
$3.97K - $4.33K
|
16.5K
$1.41M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
39+ 1.76% |
$3.97K - $4.33K
|
2.25K
$192K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
38+ 19.59% |
$3.87K - $4.21K
|
232
$19.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
38+ 0.57% |
$3.87K - $4.21K
|
6.66K
$570K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
37+ 4.96% |
$3.77K - $4.1K
|
783
$67K
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
36+ 0.66% |
$3.66K - $3.99K
|
5.48K
$469K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
35+ 0.75% |
$3.56K - $3.88K
|
4.69K
$401K
|