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 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.55% |
$305 - $333
|
545
$46.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3+ 0.07% |
$305 - $333
|
4.5K
$385K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.1% |
$204 - $222
|
2.05K
$176K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.45% |
$204 - $222
|
444
$38K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2+ 0.51% |
$204 - $222
|
393
$33.6K
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
2New |
$204 - $222
|
2
$171
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.32% |
$204 - $222
|
632
$54.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2+ 0.05% |
$204 - $222
|
4.19K
$359K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2+ 0.01% |
$204 - $222
|
19.9K
$1.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2+ 0.41% |
$204 - $222
|
487
$41.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.03% |
$102 - $111
|
3.18K
$272K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$102 - $111
|
984
$84.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $111
|
5.87K
$502K
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $111
|
3.35K
$287K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.16% |
$102 - $111
|
624
$53.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.2% |
$102 - $111
|
510
$43.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.6% |
$102 - $111
|
167
$14.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.61% |
$102 - $111
|
165
$14.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 1.45% |
$102 - $111
|
70
$5.99K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1New |
$102 - $111
|
1
$85.6
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.14% |
$102 - $111
|
699
$59.8K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.32% |
$102 - $111
|
310
$26.5K
|
|
|
Mar 15, 2022
Q3 2021
|
Central Bank Of Brazil
Brasilia Df, D5 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1- 0.57% |
$102 - $111
|
174
$14.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 0.1% |
$204 - $222
|
2.05K
$175K
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2- 0.04% |
$204 - $222
|
5.08K
$435K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4- 0.04% |
$407 - $444
|
10.4K
$890K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-4- 0.11% |
$407 - $444
|
3.78K
$323K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-6- 0.22% |
$611 - $666
|
2.66K
$228K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6- 0.05% |
$611 - $666
|
12K
$1.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.24% |
$814 - $887
|
3.37K
$288K
|
|
|
Oct 12, 2021
Q3 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-8- -0.0% |
$814 - $887
|
369K
$31.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-9- 0.1% |
$916 - $998
|
9.16K
$783K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-10- 0.82% |
$1.02K - $1.11K
|
1.21K
$104K
|
|
|
Oct 21, 2021
Q3 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-10- 0.06% |
$1.02K - $1.11K
|
17.4K
$1.49M
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
SELL
|
- |
-11- 0.17% |
$1.12K - $1.22K
|
6.4K
$547K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-11Closed |
$1.12K - $1.22K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-13Closed |
$1.32K - $1.44K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-13- 1.75% |
$1.32K - $1.44K
|
729
$62.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.37% |
$1.42K - $1.55K
|
3.76K
$321K
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-22- 0.76% |
$2.24K - $2.44K
|
2.87K
$245K
|
|
|
Oct 27, 2021
Q3 2021
|
Garland Capital Management Inc
|
SELL
|
- |
-23- 1.28% |
$2.34K - $2.55K
|
1.77K
$151K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-24- 1.01% |
$2.44K - $2.66K
|
2.36K
$202K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-25Closed |
$2.54K - $2.77K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-25- 2.97% |
$2.54K - $2.77K
|
818
$70K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 1.4% |
$2.54K - $2.77K
|
1.76K
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-26Closed |
$2.65K - $2.88K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-27- 1.04% |
$2.75K - $2.99K
|
2.58K
$221K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-29- 0.45% |
$2.95K - $3.22K
|
6.37K
$545K
|