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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
280+ 7.61% |
$22.2K - $28.6K
|
3.96K
$347K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
280+ 4.06% |
$22.2K - $28.6K
|
7.17K
$629K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
262+ 3.37% |
$20.8K - $26.8K
|
8.05K
$706K
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
259+ 9.28% |
$20.5K - $26.5K
|
3.05K
$267K
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
259New |
$20.5K - $26.5K
|
259
$22.7K
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
258+ 3.58% |
$20.5K - $26.3K
|
7.46K
$654K
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
257+ 2.86% |
$20.4K - $26.2K
|
9.23K
$810K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
256+ 27.95% |
$20.3K - $26.1K
|
1.17K
$103K
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
251+ 1.0% |
$19.9K - $25.6K
|
25.4K
$2.23M
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
244+ 17.64% |
$19.3K - $24.9K
|
1.63K
$143K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
243+ 1.95% |
$19.3K - $24.8K
|
12.7K
$1.11M
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
241+ 4.76% |
$19.1K - $24.6K
|
5.3K
$465K
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
240+ 2.67% |
$19K - $24.5K
|
9.22K
$809K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
239+ 27.53% |
$18.9K - $24.4K
|
1.11K
$97.1K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
239+ 225.47% |
$18.9K - $24.4K
|
345
$30.3K
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
BUY
|
- |
236+ 0.94% |
$18.7K - $24.1K
|
25.5K
$2.23M
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
234+ 1.57% |
$18.6K - $23.9K
|
15.2K
$1.33M
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
233+ 4.23% |
$18.5K - $23.8K
|
5.74K
$503K
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
230+ 9.96% |
$18.2K - $23.5K
|
2.54K
$223K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
229+ 0.49% |
$18.2K - $23.4K
|
46.9K
$4.12M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
228+ 8.79% |
$18.1K - $23.3K
|
2.82K
$247K
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
227+ 5.47% |
$18K - $23.2K
|
4.38K
$384K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
225+ 21.45% |
$17.8K - $23K
|
1.27K
$112K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
224New |
$17.8K - $22.9K
|
224
$19.6K
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
223+ 2.15% |
$17.7K - $22.8K
|
10.6K
$928K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
223+ 4.7% |
$17.7K - $22.8K
|
4.97K
$436K
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
221+ 7.33% |
$17.5K - $22.6K
|
3.24K
$284K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
220+ 1.07% |
$17.4K - $22.5K
|
20.9K
$1.83M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
215+ 8.63% |
$17K - $22K
|
2.71K
$237K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
215+ 2.45% |
$17K - $22K
|
9K
$790K
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
212+ 1.26% |
$16.8K - $21.7K
|
17K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
209+ 5225.0% |
$16.6K - $21.3K
|
213
$18.7K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
206+ 4.35% |
$16.3K - $21K
|
4.95K
$434K
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
205+ 0.38% |
$16.3K - $20.9K
|
53.7K
$4.71M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$15.9K - $20.4K
|
200
$17.5K
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
199+ 5.01% |
$15.8K - $20.3K
|
4.17K
$366K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
199+ 1.46% |
$15.8K - $20.3K
|
13.9K
$1.22M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
199+ 1.46% |
$15.8K - $20.3K
|
13.9K
$1.22M
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
BUY
|
- |
197+ 4.68% |
$15.6K - $20.1K
|
4.41K
$387K
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
195+ 1.73% |
$15.5K - $19.9K
|
11.4K
$1M
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
194+ 11.69% |
$15.4K - $19.8K
|
1.85K
$163K
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
193+ 2.54% |
$15.3K - $19.7K
|
7.79K
$683K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
192+ 1.0% |
$15.2K - $19.6K
|
19.3K
$1.7M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
191+ 0.75% |
$15.1K - $19.5K
|
25.6K
$2.25M
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
188+ 0.8% |
$14.9K - $19.2K
|
23.6K
$2.07M
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
184+ 0.46% |
$14.6K - $18.8K
|
39.9K
$3.5M
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
183+ 6.05% |
$14.5K - $18.7K
|
3.21K
$281K
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
181+ 5.2% |
$14.3K - $18.5K
|
3.66K
$321K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
178New |
$14.1K - $18.2K
|
178
$15.6K
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
172+ 6.09% |
$13.6K - $17.6K
|
2.99K
$263K
|