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 |
---|---|---|---|---|---|---|---|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
10.5K+ 41.01% |
$1.07M - $1.17M
|
36.3K
$3.44M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 231.69% |
$1.07M - $1.17M
|
15.1K
$1.43M
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
10.3K+ 10.73% |
$1.05M - $1.15M
|
107K
$10.1M
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10.3K+ 3.43% |
$1.04M - $1.14M
|
309K
$29.3M
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.2K+ 6.24% |
$1.04M - $1.13M
|
174K
$16.5M
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.91K+ 6.1% |
$1.01M - $1.1M
|
172K
$16.3M
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.9K+ 149.66% |
$1.01M - $1.1M
|
16.5K
$1.57M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
9.72K+ 26.74% |
$990K - $1.08M
|
46.1K
$4.37M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
9.46K+ 23.04% |
$963K - $1.05M
|
50.5K
$4.79M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.43K+ 6.23% |
$959K - $1.05M
|
161K
$15.2M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.34KNew |
$950K - $1.04M
|
9.34K
$885K
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
9.32KNew |
$949K - $1.03M
|
9.32K
$884K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.25K+ 9.82% |
$941K - $1.03M
|
103K
$9.8M
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.2KNew |
$936K - $1.02M
|
9.2K
$872K
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9.17K+ 1.61% |
$933K - $1.02M
|
577K
$54.7M
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
9.06K+ 3.03% |
$923K - $1.01M
|
308K
$29.2M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.99K+ 10.18% |
$915K - $997K
|
97.3K
$9.22M
|
|
Nov 15, 2021
Q3 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
8.91KNew |
$907K - $988K
|
8.91K
$845K
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
BUY
|
- |
8.9K+ 317.86% |
$906K - $987K
|
11.7K
$1.11M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
8.79K+ 3.23% |
$895K - $975K
|
281K
$26.6M
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
8.63K+ 16.4% |
$878K - $957K
|
61.3K
$5.81M
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
8.62K+ 19.24% |
$878K - $956K
|
53.4K
$5.07M
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
8.54K+ 360.17% |
$869K - $947K
|
10.9K
$1.03M
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
8.52K+ 8.04% |
$867K - $945K
|
115K
$10.9M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.48K+ 19.87% |
$863K - $940K
|
51.2K
$4.85M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8.42KNew |
$857K - $934K
|
8.42K
$798K
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.33KNew |
$847K - $924K
|
8.33K
$789K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8.22K+ 725.04% |
$837K - $912K
|
9.36K
$887K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.08K+ 32.08% |
$823K - $897K
|
33.3K
$3.16M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
8.06K+ 40.66% |
$820K - $894K
|
27.9K
$2.64M
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
7.98K+ 20.26% |
$812K - $885K
|
47.4K
$4.49M
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7.88KNew |
$802K - $873K
|
7.88K
$747K
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.77KNew |
$791K - $862K
|
7.77K
$737K
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
7.72K+ 336.3% |
$786K - $856K
|
10K
$949K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
7.67K+ 85.7% |
$781K - $851K
|
16.6K
$1.58M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.67KNew |
$780K - $850K
|
7.67K
$727K
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
BUY
|
- |
7.46K+ 5.48% |
$759K - $827K
|
144K
$13.6M
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.39K+ 93.25% |
$752K - $820K
|
15.3K
$1.45M
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
7.34K+ 43.8% |
$747K - $815K
|
24.1K
$2.29M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
7.34K+ 35.66% |
$747K - $814K
|
27.9K
$2.65M
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
7.28K+ 7.23% |
$741K - $807K
|
108K
$10.2M
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.15K+ 18.76% |
$728K - $794K
|
45.3K
$4.29M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
7.04K+ 1.85% |
$716K - $781K
|
387K
$36.7M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
6.9K+ 50.89% |
$703K - $766K
|
20.5K
$1.94M
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
BUY
|
- |
6.88K+ 3.62% |
$701K - $764K
|
197K
$18.7M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.62K+ 179.37% |
$674K - $735K
|
10.3K
$978K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.57K+ 16.05% |
$668K - $728K
|
47.5K
$4.5M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
6.47K+ 62.89% |
$659K - $718K
|
16.8K
$1.59M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.44K+ 3.67% |
$655K - $714K
|
182K
$17.2M
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.37K+ 9.49% |
$648K - $706K
|
73.5K
$6.97M
|