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 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
171+ 3.65% |
$13.6K - $17.5K
|
4.85K
$425K
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
171+ 10.75% |
$13.6K - $17.5K
|
1.76K
$154K
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
170+ 5.65% |
$13.5K - $17.4K
|
3.18K
$279K
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
BUY
|
- |
170+ 3.08% |
$13.5K - $17.4K
|
5.69K
$499K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
166+ 0.94% |
$13.2K - $17K
|
17.8K
$1.56M
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
160+ 1.79% |
$12.7K - $16.3K
|
9.1K
$798K
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
154+ 0.77% |
$12.2K - $15.7K
|
20.2K
$1.78M
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
152+ 524.14% |
$12.1K - $15.5K
|
181
$15.9K
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
139+ 23.97% |
$11K - $14.2K
|
719
$63K
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
139+ 0.67% |
$11K - $14.2K
|
20.9K
$1.83M
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
138+ 4.72% |
$10.9K - $14.1K
|
3.06K
$268K
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
135+ 1.76% |
$10.7K - $13.8K
|
7.81K
$685K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
132+ 3.06% |
$10.5K - $13.5K
|
4.44K
$390K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
132+ 7.76% |
$10.5K - $13.5K
|
1.83K
$161K
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
129+ 2.4% |
$10.2K - $13.2K
|
5.5K
$482K
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
128+ 0.92% |
$10.1K - $13.1K
|
14K
$1.23M
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
126+ 1.4% |
$9.99K - $12.9K
|
9.1K
$798K
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
125+ 0.57% |
$9.91K - $12.8K
|
22K
$1.93M
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
122+ 0.87% |
$9.67K - $12.5K
|
14.2K
$1.24M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
121+ 2.82% |
$9.59K - $12.4K
|
4.41K
$387K
|
|
Nov 15, 2022
Q3 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
120+ 2.0% |
$9.51K - $12.3K
|
6.12K
$536K
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
116+ 3.23% |
$9.2K - $11.8K
|
3.71K
$325K
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
116+ 1.39% |
$9.2K - $11.8K
|
8.46K
$742K
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
114New |
$9.04K - $11.6K
|
114
$10K
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
110New |
$8.72K - $11.2K
|
110
$9.65K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
109+ 0.55% |
$8.64K - $11.1K
|
19.9K
$1.74M
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
107+ 3.37% |
$8.48K - $10.9K
|
3.28K
$288K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
104+ 4.09% |
$8.25K - $10.6K
|
2.65K
$232K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
100+ 26.04% |
$7.93K - $10.2K
|
484
$42.4K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
100+ 0.17% |
$7.93K - $10.2K
|
57.6K
$5.05M
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
94+ 0.76% |
$7.45K - $9.6K
|
12.5K
$1.1M
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
90+ 1.98% |
$7.14K - $9.19K
|
4.63K
$406K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
88+ 14.19% |
$6.98K - $8.99K
|
708
$62.1K
|
|
Nov 14, 2022
Q3 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
87+ 1.14% |
$6.9K - $8.89K
|
7.72K
$677K
|
|
Nov 01, 2022
Q3 2022
|
Drystone LLC
|
BUY
|
- |
83+ 0.19% |
$6.58K - $8.48K
|
44.2K
$3.88M
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
83+ 1.02% |
$6.58K - $8.48K
|
8.22K
$720K
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
82+ 303.7% |
$6.5K - $8.37K
|
109
$9.56K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
81+ 0.76% |
$6.42K - $8.27K
|
10.8K
$943K
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
80+ 0.23% |
$6.34K - $8.17K
|
35K
$3.07M
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
78+ 0.53% |
$6.18K - $7.97K
|
14.8K
$1.3M
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
75+ 0.7% |
$5.95K - $7.66K
|
10.8K
$951K
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
74+ 0.12% |
$5.87K - $7.56K
|
59.3K
$5.2M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
74+ 5.33% |
$5.87K - $7.56K
|
1.46K
$128K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
72New |
$5.71K - $7.35K
|
72
$6.31K
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
71+ 7.27% |
$5.63K - $7.25K
|
1.05K
$91.9K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
69+ 11.71% |
$5.47K - $7.05K
|
658
$57.7K
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
66+ 21.36% |
$5.23K - $6.74K
|
375
$32.9K
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
64+ 0.27% |
$5.07K - $6.54K
|
23.6K
$2.07M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
64+ 0.72% |
$5.07K - $6.54K
|
8.99K
$788K
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
62+ 0.92% |
$4.92K - $6.33K
|
6.79K
$595K
|