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 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-93- 2.64% |
$9.47K - $10.3K
|
3.43K
$294K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-103- 5.58% |
$10.5K - $11.4K
|
1.74K
$149K
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-107- 3.82% |
$10.9K - $11.9K
|
2.7K
$231K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-108- 0.38% |
$11K - $12K
|
28.2K
$2.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-110- 9.67% |
$11.2K - $12.2K
|
1.03K
$87.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-112- 0.23% |
$11.4K - $12.4K
|
48.9K
$4.18M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-112- 3.69% |
$11.4K - $12.4K
|
2.92K
$250K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-112- 15.16% |
$11.4K - $12.4K
|
627
$53.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-114- 0.69% |
$11.6K - $12.6K
|
16.3K
$1.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-120- 0.59% |
$12.2K - $13.3K
|
20.2K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-121- 0.14% |
$12.3K - $13.4K
|
85.9K
$7.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-125- 3.97% |
$12.7K - $13.9K
|
3.02K
$258K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-125- 57.08% |
$12.7K - $13.9K
|
94
$8.04K
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-127- 2.38% |
$12.9K - $14.1K
|
5.2K
$445K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-128- 1.12% |
$13K - $14.2K
|
11.3K
$968K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-129- 5.53% |
$13.1K - $14.3K
|
2.2K
$189K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-136- 1.34% |
$13.8K - $15.1K
|
10K
$859K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-136- 8.45% |
$13.8K - $15.1K
|
1.47K
$126K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-138- 4.05% |
$14K - $15.3K
|
3.27K
$280K
|
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-138- 5.5% |
$14K - $15.3K
|
2.37K
$203K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-138- 0.95% |
$14K - $15.3K
|
14.3K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-141Closed |
$14.4K - $15.6K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-142- 0.7% |
$14.5K - $15.8K
|
20.1K
$1.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-144- 0.97% |
$14.7K - $16K
|
14.7K
$1.25M
|
|
|
Oct 13, 2021
Q3 2021
|
Fort Henry Capital, LLC
|
SELL
|
- |
-144- 0.14% |
$14.7K - $16K
|
106K
$9.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-145- 0.45% |
$14.8K - $16.1K
|
32.4K
$2.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-153- 2.15% |
$15.6K - $17K
|
6.97K
$596K
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-153- 4.61% |
$15.6K - $17K
|
3.16K
$271K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-157- 1.5% |
$16K - $17.4K
|
10.3K
$880K
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-159- 2.34% |
$16.2K - $17.6K
|
6.65K
$569K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-159- 2.92% |
$16.2K - $17.6K
|
5.29K
$452K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-159- 2.92% |
$16.2K - $17.6K
|
5.29K
$452K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-160- 8.9% |
$16.3K - $17.7K
|
1.64K
$140K
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-163- 13.07% |
$16.6K - $18.1K
|
1.08K
$92.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-163- 0.55% |
$16.6K - $18.1K
|
29.6K
$2.53M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-163- 38.35% |
$16.6K - $18.1K
|
262
$22.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-165- 10.37% |
$16.8K - $18.3K
|
1.43K
$122K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-167- 0.33% |
$17K - $18.5K
|
51K
$4.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-169- 0.1% |
$17.2K - $18.7K
|
174K
$14.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-170- 0.81% |
$17.3K - $18.9K
|
20.7K
$1.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-170- 50.45% |
$17.3K - $18.9K
|
167
$14.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-173- 0.79% |
$17.6K - $19.2K
|
21.8K
$1.87M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-176- 0.69% |
$17.9K - $19.5K
|
25.3K
$2.16M
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-178- 0.66% |
$18.1K - $19.7K
|
27K
$2.31M
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-180- 3.44% |
$18.3K - $20K
|
5.05K
$432K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-183- 4.87% |
$18.6K - $20.3K
|
3.58K
$306K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-184Closed |
$18.7K - $20.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-185- 1.66% |
$18.8K - $20.5K
|
11K
$938K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-185- 13.23% |
$18.8K - $20.5K
|
1.21K
$104K
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-193- 4.96% |
$19.6K - $21.4K
|
3.7K
$316K
|