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 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
32+ 1.05% |
$3.26K - $3.55K
|
3.07K
$263K
|
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.9% |
$2.95K - $3.22K
|
3.26K
$279K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
27+ 0.13% |
$2.75K - $2.99K
|
20.6K
$1.76M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
26+ 0.83% |
$2.65K - $2.88K
|
3.17K
$271K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.83% |
$2.65K - $2.88K
|
3.17K
$271K
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.23% |
$2.54K - $2.77K
|
10.7K
$917K
|
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
24+ 0.7% |
$2.44K - $2.66K
|
3.43K
$294K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
24+ 0.43% |
$2.44K - $2.66K
|
5.66K
$484K
|
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
24+ 0.65% |
$2.44K - $2.66K
|
3.72K
$318K
|
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
23+ 0.13% |
$2.34K - $2.55K
|
17.1K
$1.46M
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
23+ 0.18% |
$2.34K - $2.55K
|
12.9K
$1.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
22+ 0.11% |
$2.24K - $2.44K
|
19.9K
$1.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
20+ 0.11% |
$2.04K - $2.22K
|
17.8K
$1.52M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.26% |
$2.04K - $2.22K
|
7.66K
$655K
|
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
20+ 0.64% |
$2.04K - $2.22K
|
3.16K
$270K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
19+ 0.39% |
$1.93K - $2.11K
|
4.95K
$424K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
17+ 0.4% |
$1.73K - $1.89K
|
4.27K
$365K
|
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
17+ 0.55% |
$1.73K - $1.89K
|
3.1K
$265K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
17+ 12.78% |
$1.73K - $1.89K
|
150
$12.8K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 35.56% |
$1.63K - $1.77K
|
61
$5.22K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 0.59% |
$1.63K - $1.77K
|
2.72K
$233K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.21% |
$1.53K - $1.66K
|
7.32K
$626K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
15+ 0.51% |
$1.53K - $1.66K
|
2.96K
$254K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
14+ 0.17% |
$1.42K - $1.55K
|
8.06K
$689K
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
13+ 0.05% |
$1.32K - $1.44K
|
27.5K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
13+ 0.21% |
$1.32K - $1.44K
|
6.3K
$539K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11+ 0.2% |
$1.12K - $1.22K
|
5.55K
$474K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11+ 0.56% |
$1.12K - $1.22K
|
1.98K
$169K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
10New |
$1.02K - $1.11K
|
10
$856
|
|
|
Jan 19, 2022
Q3 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
10+ 0.11% |
$1.02K - $1.11K
|
9.02K
$771K
|
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
10+ 2.94% |
$1.02K - $1.11K
|
350
$29.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
9+ 6.38% |
$916 - $998
|
150
$12.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
9+ 0.47% |
$916 - $998
|
1.91K
$164K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.17% |
$814 - $887
|
4.81K
$412K
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7+ 0.02% |
$712 - $776
|
33.7K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7+ 0.09% |
$712 - $776
|
7.81K
$668K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
7+ 0.22% |
$712 - $776
|
3.23K
$276K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6+ 0.59% |
$611 - $666
|
1.02K
$87.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
6+ 0.31% |
$611 - $666
|
1.97K
$168K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$509 - $555
|
12.9K
$1.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5+ 0.07% |
$509 - $555
|
7.32K
$626K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.02% |
$509 - $555
|
21.5K
$1.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.01% |
$509 - $555
|
85K
$7.27M
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
5+ 0.19% |
$509 - $555
|
2.63K
$225K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 0.09% |
$407 - $444
|
4.47K
$383K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4New |
$407 - $444
|
4
$342
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.11% |
$407 - $444
|
3.8K
$325K
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
4+ 133.33% |
$407 - $444
|
7
$599
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4+ 0.63% |
$407 - $444
|
638
$54.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
4+ 0.36% |
$407 - $444
|
1.11K
$94.7K
|