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 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-33- 0.71% |
$3.36K - $3.66K
|
4.63K
$396K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-34- 2.17% |
$3.46K - $3.77K
|
1.54K
$131K
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-35- 0.1% |
$3.56K - $3.88K
|
34.7K
$2.97M
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-35- 0.09% |
$3.56K - $3.88K
|
37.4K
$3.2M
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-36- 1.16% |
$3.66K - $3.99K
|
3.07K
$262K
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-37- 12.67% |
$3.77K - $4.1K
|
255
$21.8K
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-37- 0.27% |
$3.77K - $4.1K
|
13.8K
$1.18M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-38- 3.67% |
$3.87K - $4.21K
|
998
$85.4K
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-38- 0.18% |
$3.87K - $4.21K
|
21.4K
$1.83M
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-39- 0.41% |
$3.97K - $4.33K
|
9.36K
$801K
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-39- 1.7% |
$3.97K - $4.33K
|
2.26K
$193K
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-39- 0.68% |
$3.97K - $4.33K
|
5.69K
$486K
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.98% |
$4.07K - $4.44K
|
4.02K
$344K
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-44- 0.83% |
$4.48K - $4.88K
|
5.25K
$449K
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-44- 1.07% |
$4.48K - $4.88K
|
4.08K
$349K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-44- 0.53% |
$4.48K - $4.88K
|
8.23K
$704K
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-44- 6.07% |
$4.48K - $4.88K
|
681
$58.3K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-45- 1.29% |
$4.58K - $4.99K
|
3.43K
$294K
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-46- 1.93% |
$4.68K - $5.1K
|
2.34K
$200K
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-47- 0.28% |
$4.78K - $5.21K
|
16.9K
$1.44M
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-47- 0.97% |
$4.78K - $5.21K
|
4.79K
$409K
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-47- 18.08% |
$4.78K - $5.21K
|
213
$18.2K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-47- 1.83% |
$4.78K - $5.21K
|
2.52K
$216K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-48- 3.45% |
$4.89K - $5.32K
|
1.34K
$115K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-49- 0.79% |
$4.99K - $5.44K
|
6.15K
$526K
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 0.39% |
$5.09K - $5.55K
|
12.9K
$1.1M
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-50- 0.09% |
$5.09K - $5.55K
|
55K
$4.7M
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-50- 0.1% |
$5.09K - $5.55K
|
49.6K
$4.25M
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
SELL
|
- |
-55- 9.08% |
$5.6K - $6.1K
|
551
$47.1K
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-55- 2.37% |
$5.6K - $6.1K
|
2.27K
$194K
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-56- 0.34% |
$5.7K - $6.21K
|
16.7K
$1.42M
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-57- 0.88% |
$5.8K - $6.32K
|
6.41K
$549K
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-58- 0.95% |
$5.9K - $6.43K
|
6.05K
$517K
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-60- 0.86% |
$6.11K - $6.66K
|
6.9K
$591K
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-62- 2.61% |
$6.31K - $6.88K
|
2.31K
$198K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-67- 0.39% |
$6.82K - $7.43K
|
17.1K
$1.47M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-67- 2.45% |
$6.82K - $7.43K
|
2.66K
$228K
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-69- 2.47% |
$7.02K - $7.65K
|
2.73K
$233K
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-69- 6.38% |
$7.02K - $7.65K
|
1.01K
$86.6K
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
SELL
|
- |
-71- 0.67% |
$7.23K - $7.88K
|
10.6K
$903K
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-71Closed |
$7.23K - $7.88K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-74- 0.77% |
$7.53K - $8.21K
|
9.6K
$821K
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-75- 1.45% |
$7.63K - $8.32K
|
5.09K
$436K
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-77- 3.75% |
$7.84K - $8.54K
|
1.98K
$169K
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-78- 3.24% |
$7.94K - $8.65K
|
2.33K
$199K
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-78- 0.84% |
$7.94K - $8.65K
|
9.22K
$789K
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-79- 2.0% |
$8.04K - $8.76K
|
3.87K
$331K
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-79- 1.96% |
$8.04K - $8.76K
|
3.96K
$338K
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-85- 2.11% |
$8.65K - $9.43K
|
3.94K
$337K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-90- 20.32% |
$9.16K - $9.98K
|
353
$30.2K
|