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 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.81K- 29.81% |
$184K - $200K
|
4.25K
$364K
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.81K- 28.55% |
$184K - $200K
|
4.52K
$386K
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 2.47% |
$188K - $205K
|
73K
$6.24M
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
SELL
|
- |
-1.86K- 2.51% |
$189K - $206K
|
72K
$6.16M
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.87K- 9.34% |
$191K - $208K
|
18.2K
$1.55M
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.98K- 5.06% |
$201K - $219K
|
37.1K
$3.17M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.98K- 23.09% |
$201K - $219K
|
6.59K
$564K
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.02KClosed |
$205K - $224K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.02KClosed |
$205K - $224K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.03K- 24.6% |
$206K - $225K
|
6.21K
$531K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.09KClosed |
$213K - $232K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-2.1KClosed |
$214K - $233K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.11KClosed |
$215K - $234K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.12K- 0.51% |
$216K - $235K
|
410K
$35.1M
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-2.12KClosed |
$216K - $235K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-2.13K- 4.3% |
$216K - $236K
|
47.3K
$4.04M
|
|
Oct 21, 2021
Q3 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-2.2K- 14.63% |
$224K - $244K
|
12.8K
$1.1M
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-2.21KClosed |
$225K - $245K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.24K- 2.37% |
$228K - $249K
|
92.3K
$7.89M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.25K- 16.43% |
$228K - $249K
|
11.4K
$977K
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.28KClosed |
$232K - $253K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.33K- 8.89% |
$237K - $259K
|
23.9K
$2.04M
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-2.34K- 64.41% |
$238K - $260K
|
1.29K
$111K
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.35K- 31.25% |
$239K - $260K
|
5.16K
$441K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.43K- 16.19% |
$247K - $269K
|
12.6K
$1.07M
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.47KClosed |
$251K - $274K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-2.47K- 2.46% |
$252K - $274K
|
98.1K
$8.39M
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-2.49KClosed |
$253K - $276K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.56K- 6.73% |
$260K - $283K
|
35.4K
$3.03M
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.61K- 14.16% |
$266K - $290K
|
15.8K
$1.35M
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.62K- 17.78% |
$266K - $290K
|
12.1K
$1.04M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.67K- 8.41% |
$271K - $296K
|
29K
$2.48M
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
SELL
|
- |
-2.75K- 47.26% |
$280K - $305K
|
3.07K
$263K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.78K- 4.62% |
$283K - $309K
|
57.4K
$4.91M
|
|
Nov 12, 2021
Q3 2021
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.79KClosed |
$283K - $309K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.8K- 7.1% |
$285K - $311K
|
36.6K
$3.13M
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-2.96KClosed |
$301K - $328K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-3.02K- 13.95% |
$308K - $335K
|
18.6K
$1.59M
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-3.14K- 5.05% |
$319K - $348K
|
58.9K
$5.04M
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-3.17K- 61.06% |
$322K - $351K
|
2.02K
$173K
|
|
Nov 09, 2021
Q3 2021
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-3.17K- 16.09% |
$322K - $351K
|
16.5K
$1.41M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.18K- 2.36% |
$323K - $352K
|
131K
$11.2M
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.18K- 20.6% |
$323K - $352K
|
12.2K
$1.05M
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.22K- 7.72% |
$328K - $357K
|
38.5K
$3.3M
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.26K- 4.32% |
$332K - $362K
|
72.3K
$6.18M
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.29K- 14.76% |
$335K - $365K
|
19K
$1.63M
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.3K- 18.82% |
$335K - $365K
|
14.2K
$1.22M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.3K- 20.26% |
$336K - $366K
|
13K
$1.11M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.31K- 38.77% |
$336K - $367K
|
5.22K
$446K
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.34K- 2.64% |
$340K - $371K
|
124K
$10.6M
|