Purchases and Sales Made in Q3 2022 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q3 2022. 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 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
766New |
$60.7K - $78.2K
|
766
$73.5K
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
BUY
|
- |
762+ 5.63% |
$60.4K - $77.8K
|
14.3K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
761+ 7.58% |
$60.3K - $77.7K
|
10.8K
$1.04M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
757+ 4.9% |
$60K - $77.3K
|
16.2K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
747+ 6.51% |
$59.2K - $76.3K
|
12.2K
$1.17M
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
743+ 8.46% |
$58.9K - $75.9K
|
9.52K
$914K
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
740+ 20.66% |
$58.7K - $75.6K
|
4.32K
$415K
|
|
Oct 27, 2022
Q3 2022
|
Regis Management CO LLC
|
BUY
|
- |
735+ 0.55% |
$58.3K - $75.1K
|
135K
$12.9M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
733+ 8.56% |
$58.1K - $74.9K
|
9.3K
$892K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
716+ 2.54% |
$56.8K - $73.1K
|
28.9K
$2.77M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
713+ 0.94% |
$56.5K - $72.8K
|
76.3K
$7.32M
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
700+ 13.71% |
$55.5K - $71.5K
|
5.81K
$557K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
699+ 3.65% |
$55.4K - $71.4K
|
19.9K
$1.91M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
697+ 2.33% |
$55.3K - $71.2K
|
30.6K
$2.94M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
686+ 6.78% |
$54.4K - $70.1K
|
10.8K
$1.04M
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
685+ 6.09% |
$54.3K - $70K
|
11.9K
$1.14M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
685+ 26.55% |
$54.3K - $70K
|
3.27K
$313K
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
BUY
|
- |
684+ 27.44% |
$54.2K - $69.9K
|
3.18K
$305K
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
682+ 2.7% |
$54.1K - $69.7K
|
26K
$2.49M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
680+ 2.15% |
$53.9K - $69.4K
|
32.3K
$3.1M
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
659+ 2.02% |
$52.2K - $67.3K
|
33.2K
$3.19M
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
643+ 16.24% |
$51K - $65.7K
|
4.6K
$442K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
637+ 1.71% |
$50.5K - $65.1K
|
38K
$3.65M
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
635+ 2.12% |
$50.3K - $64.9K
|
30.7K
$2.94M
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
632+ 7.94% |
$50.1K - $64.5K
|
8.59K
$824K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
631+ 27.39% |
$50K - $64.4K
|
2.94K
$282K
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
627+ 20.92% |
$49.7K - $64K
|
3.62K
$348K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
618+ 7.01% |
$49K - $63.1K
|
9.44K
$906K
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
617+ 9.39% |
$48.9K - $63K
|
7.19K
$690K
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
616+ 3.38% |
$48.8K - $62.9K
|
18.9K
$1.81M
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
612+ 14.72% |
$48.5K - $62.5K
|
4.77K
$458K
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
602+ 3.25% |
$47.7K - $61.5K
|
19.1K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
599+ 1.2% |
$47.5K - $61.2K
|
50.5K
$4.85M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
587+ 10.24% |
$46.5K - $60K
|
6.32K
$607K
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
580+ 6.77% |
$46K - $59.2K
|
9.15K
$878K
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
572+ 13.54% |
$45.3K - $58.4K
|
4.8K
$460K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
572+ 0.7% |
$45.3K - $58.4K
|
82.5K
$7.92M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
559+ 0.79% |
$44.3K - $57.1K
|
71.4K
$6.85M
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
557+ 2.72% |
$44.2K - $56.9K
|
21K
$2.02M
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
556+ 285.13% |
$44.1K - $56.8K
|
751
$72.1K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
550+ 8.92% |
$43.6K - $56.2K
|
6.72K
$645K
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
550+ 4.76% |
$43.6K - $56.2K
|
12.1K
$1.16M
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
538+ 8.22% |
$42.7K - $54.9K
|
7.09K
$680K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
531New |
$42.1K - $54.2K
|
531
$51K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
527+ 7.43% |
$41.8K - $53.8K
|
7.62K
$731K
|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
526New |
$41.7K - $53.7K
|
526
$50.5K
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
525+ 4.03% |
$41.6K - $53.6K
|
13.5K
$1.3M
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
520+ 1.4% |
$41.2K - $53.1K
|
37.5K
$3.6M
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
518+ 9.41% |
$41.1K - $52.9K
|
6.02K
$578K
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
506+ 1.83% |
$40.1K - $51.7K
|
28.1K
$2.7M
|