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 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
57+ 0.6% |
$4.52K - $5.82K
|
9.57K
$840K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
56+ 1.71% |
$4.44K - $5.72K
|
3.33K
$292K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
56+ 0.42% |
$4.44K - $5.72K
|
13.4K
$1.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
55+ 2.15% |
$4.36K - $5.62K
|
2.61K
$229K
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
54+ 1.16% |
$4.28K - $5.52K
|
4.69K
$412K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
53+ 0.51% |
$4.2K - $5.41K
|
10.4K
$915K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
52+ 1.49% |
$4.12K - $5.31K
|
3.55K
$311K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
52+ 0.61% |
$4.12K - $5.31K
|
8.6K
$754K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
50+ 8.55% |
$3.96K - $5.11K
|
635
$55.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
50+ 0.31% |
$3.96K - $5.11K
|
16.1K
$1.41M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
49+ 1.34% |
$3.88K - $5K
|
3.71K
$325K
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.82% |
$3.73K - $4.8K
|
5.79K
$508K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
46+ 0.32% |
$3.65K - $4.7K
|
14.5K
$1.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
45+ 0.56% |
$3.57K - $4.6K
|
8.06K
$706K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
44+ 1.12% |
$3.49K - $4.49K
|
3.97K
$348K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
44+ 0.88% |
$3.49K - $4.49K
|
5.03K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
44+ 1100.0% |
$3.49K - $4.49K
|
48
$4.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
43+ 0.37% |
$3.41K - $4.39K
|
11.7K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
42New |
$3.33K - $4.29K
|
42
$3.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
42+ 0.88% |
$3.33K - $4.29K
|
4.8K
$421K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
41+ 1.14% |
$3.25K - $4.19K
|
3.63K
$318K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
39+ 0.35% |
$3.09K - $3.98K
|
11.1K
$969K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
39+ 1.19% |
$3.09K - $3.98K
|
3.33K
$292K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
37+ 0.95% |
$2.93K - $3.78K
|
3.93K
$345K
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
37+ 0.51% |
$2.93K - $3.78K
|
7.25K
$636K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
37+ 0.45% |
$2.93K - $3.78K
|
8.26K
$724K
|
|
|
Nov 14, 2022
Q3 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
37+ 1.15% |
$2.93K - $3.78K
|
3.26K
$286K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
36+ 1.0% |
$2.85K - $3.68K
|
3.64K
$319K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
36+ 0.78% |
$2.85K - $3.68K
|
4.68K
$410K
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
35+ 0.6% |
$2.77K - $3.57K
|
5.91K
$518K
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
35+ 1.15% |
$2.77K - $3.57K
|
3.08K
$270K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
34+ 0.62% |
$2.7K - $3.47K
|
5.49K
$481K
|
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
34+ 1.03% |
$2.7K - $3.47K
|
3.33K
$292K
|
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
32+ 0.03% |
$2.54K - $3.27K
|
111K
$9.74M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
31+ 0.31% |
$2.46K - $3.17K
|
10.1K
$887K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
31+ 0.64% |
$2.46K - $3.17K
|
4.9K
$430K
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
30+ 1.11% |
$2.38K - $3.06K
|
2.73K
$239K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
27+ 0.09% |
$2.14K - $2.76K
|
29K
$2.54M
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 31.65% |
$1.98K - $2.55K
|
104
$9.12K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
25+ 0.78% |
$1.98K - $2.55K
|
3.22K
$282K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24+ 68.57% |
$1.9K - $2.45K
|
59
$5.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
23+ 0.86% |
$1.82K - $2.35K
|
2.7K
$237K
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
22+ 0.53% |
$1.74K - $2.25K
|
4.2K
$368K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.23% |
$1.66K - $2.14K
|
8.97K
$787K
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
21+ 0.65% |
$1.66K - $2.14K
|
3.24K
$284K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
20+ 1.12% |
$1.59K - $2.04K
|
1.8K
$158K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
19+ 0.06% |
$1.51K - $1.94K
|
34K
$2.98M
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
18+ 4.62% |
$1.43K - $1.84K
|
408
$35.8K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
18+ 0.6% |
$1.43K - $1.84K
|
3.03K
$266K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.19% |
$1.35K - $1.74K
|
8.83K
$774K
|