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 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.05K- 6.22% |
$107K - $116K
|
15.8K
$1.35M
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 5.32% |
$107K - $117K
|
18.7K
$1.6M
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 1.22% |
$110K - $120K
|
87.6K
$7.49M
|
|
Nov 15, 2021
Q3 2021
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-1.08K- 0.24% |
$110K - $120K
|
450K
$38.5M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 8.15% |
$112K - $122K
|
12.4K
$1.06M
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.11K- 1.17% |
$112K - $123K
|
93K
$7.96M
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.11K- 2.49% |
$113K - $123K
|
43.2K
$3.7M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.12K- 2.25% |
$114K - $124K
|
48.5K
$4.15M
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.15K- 45.11% |
$117K - $127K
|
1.39K
$119K
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.16K- 32.18% |
$118K - $128K
|
2.44K
$209K
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-1.17K- 1.74% |
$119K - $130K
|
66.1K
$5.65M
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-1.19K- 22.84% |
$121K - $131K
|
4K
$343K
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.19K- 22.22% |
$121K - $132K
|
4.17K
$356K
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-1.2K- 0.97% |
$123K - $134K
|
123K
$10.5M
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
SELL
|
- |
-1.21K- 16.44% |
$123K - $134K
|
6.14K
$525K
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-1.22K- 1.96% |
$124K - $135K
|
60.8K
$5.2M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.22K- 9.57% |
$124K - $136K
|
11.5K
$988K
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.24K- 2.13% |
$127K - $138K
|
57.1K
$4.88M
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 39.64% |
$129K - $140K
|
1.92K
$165K
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-1.28K- 4.44% |
$130K - $142K
|
27.6K
$2.36M
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.3K- 23.46% |
$132K - $144K
|
4.24K
$363K
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.31K- 1.58% |
$133K - $145K
|
81.7K
$6.99M
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.31K- 27.31% |
$134K - $146K
|
3.5K
$299K
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.34K- 1.07% |
$136K - $148K
|
124K
$10.6M
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.36K- 10.41% |
$138K - $150K
|
11.7K
$998K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.36K- 1.04% |
$138K - $150K
|
130K
$11.1M
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-1.36K- 5.79% |
$138K - $151K
|
22.1K
$1.89M
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.37K- 1.97% |
$139K - $152K
|
67.9K
$5.81M
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-1.37K- 2.13% |
$140K - $152K
|
63K
$5.39M
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.38K- 27.94% |
$141K - $153K
|
3.56K
$305K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.39K- 38.39% |
$141K - $154K
|
2.22K
$190K
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.39K- 87.66% |
$141K - $154K
|
195
$16.7K
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-1.42K- 11.2% |
$145K - $158K
|
11.3K
$966K
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.43K- 18.49% |
$146K - $159K
|
6.31K
$539K
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.46K- 13.84% |
$148K - $162K
|
9.09K
$777K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.48K- 9.27% |
$150K - $164K
|
14.4K
$1.24M
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.5KClosed |
$153K - $166K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.53K- 38.72% |
$155K - $169K
|
2.42K
$207K
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.55K- 8.19% |
$157K - $171K
|
17.3K
$1.48M
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.57K- 4.74% |
$159K - $174K
|
31.5K
$2.69M
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.57K- 18.72% |
$160K - $174K
|
6.83K
$584K
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-1.6K- 2.66% |
$162K - $177K
|
58.5K
$5M
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.6K- 3.36% |
$163K - $177K
|
46K
$3.94M
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.6K- 2.6% |
$163K - $177K
|
59.9K
$5.12M
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.62KClosed |
$164K - $179K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.62K- 4.39% |
$165K - $180K
|
35.3K
$3.02M
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.72K- 7.16% |
$175K - $191K
|
22.3K
$1.91M
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.74K- 46.69% |
$177K - $193K
|
1.99K
$170K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.76K- 3.55% |
$180K - $196K
|
47.9K
$4.1M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.78K- 1.17% |
$181K - $198K
|
150K
$12.9M
|