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 |
---|---|---|---|---|---|---|---|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
506+ 1.13% |
$40.1K - $51.7K
|
45.1K
$4.3M
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
497+ 3.84% |
$39.4K - $50.8K
|
13.4K
$1.28M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
484+ 1.66% |
$38.4K - $49.4K
|
29.6K
$2.82M
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
479+ 1.66% |
$38K - $48.9K
|
29.3K
$2.79M
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
475+ 4.97% |
$37.7K - $48.5K
|
10K
$957K
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
474+ 1.09% |
$37.6K - $48.4K
|
43.8K
$4.18M
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
456+ 3.67% |
$36.2K - $46.6K
|
12.9K
$1.23M
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
455+ 7.01% |
$36.1K - $46.5K
|
6.94K
$662K
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
BUY
|
- |
452+ 1.35% |
$35.8K - $46.2K
|
34K
$3.24M
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
440+ 2.75% |
$34.9K - $44.9K
|
16.5K
$1.57M
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
440+ 0.55% |
$34.9K - $44.9K
|
80.5K
$7.68M
|
|
Oct 03, 2022
Q3 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
436+ 1.13% |
$34.6K - $44.5K
|
38.9K
$3.71M
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
436+ 2.28% |
$34.6K - $44.5K
|
19.5K
$1.86M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
433+ 0.79% |
$34.3K - $44.2K
|
55.3K
$5.28M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
432+ 0.17% |
$34.2K - $44.1K
|
251K
$24M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
429+ 4.97% |
$34K - $43.8K
|
9.07K
$865K
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
428+ 2.82% |
$33.9K - $43.7K
|
15.6K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
428+ 2.63% |
$33.9K - $43.7K
|
16.7K
$1.59M
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
426+ 10.37% |
$33.8K - $43.5K
|
4.53K
$432K
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
425+ 3.39% |
$33.7K - $43.4K
|
13K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
420+ 0.24% |
$33.3K - $42.9K
|
175K
$16.7M
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
418+ 2.37% |
$33.1K - $42.7K
|
18.1K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
417+ 9.77% |
$33.1K - $42.6K
|
4.68K
$447K
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
417+ 18.32% |
$33.1K - $42.6K
|
2.69K
$257K
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
415+ 2.24% |
$32.9K - $42.4K
|
18.9K
$1.8M
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
414+ 1.43% |
$32.8K - $42.3K
|
29.4K
$2.8M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
403+ 1.51% |
$31.9K - $41.2K
|
27.1K
$2.59M
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
394+ 5.11% |
$31.2K - $40.2K
|
8.1K
$772K
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
382+ 2.33% |
$30.3K - $39K
|
16.8K
$1.6M
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
366+ 3.48% |
$29K - $37.4K
|
10.9K
$1.04M
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
363+ 13.64% |
$28.8K - $37.1K
|
3.03K
$288K
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
363+ 4.83% |
$28.8K - $37.1K
|
7.88K
$751K
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
360+ 80.0% |
$28.5K - $36.8K
|
810
$77.2K
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
357+ 0.51% |
$28.3K - $36.5K
|
69.8K
$6.66M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
355+ 3.72% |
$28.1K - $36.3K
|
9.9K
$944K
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
348+ 13.53% |
$27.6K - $35.5K
|
2.92K
$279K
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
344+ 7.04% |
$27.3K - $35.1K
|
5.23K
$498K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
344+ 1.27% |
$27.3K - $35.1K
|
27.5K
$2.63M
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
340+ 4.95% |
$27K - $34.7K
|
7.2K
$687K
|
|
Nov 14, 2022
Q3 2022
|
Kearns & Associates LLC
|
BUY
|
- |
336+ 6.18% |
$26.6K - $34.3K
|
5.77K
$550K
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
331+ 2.49% |
$26.2K - $33.8K
|
13.6K
$1.3M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
329+ 5.76% |
$26.1K - $33.6K
|
6.04K
$576K
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
324+ 2.96% |
$25.7K - $33.1K
|
11.3K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
315+ 0.38% |
$25K - $32.2K
|
84K
$8.01M
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
312+ 1.3% |
$24.7K - $31.9K
|
24.3K
$2.32M
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
312+ 4.27% |
$24.7K - $31.9K
|
7.62K
$726K
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
302+ 0.87% |
$23.9K - $30.8K
|
35.2K
$3.36M
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
301+ 5.12% |
$23.9K - $30.7K
|
6.18K
$589K
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
292+ 10.4% |
$23.1K - $29.8K
|
3.1K
$296K
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
280+ 7.61% |
$22.2K - $28.6K
|
3.96K
$378K
|