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 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
16+ 13.56% |
$1.27K - $1.63K
|
134
$11.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16+ 0.48% |
$1.27K - $1.63K
|
3.36K
$295K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
14+ 0.29% |
$1.11K - $1.43K
|
4.92K
$431K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
14+ 0.97% |
$1.11K - $1.43K
|
1.46K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
14+ 8.19% |
$1.11K - $1.43K
|
185
$16.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
13+ 0.05% |
$1.03K - $1.33K
|
23.9K
$2.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
12+ 0.39% |
$951 - $1.23K
|
3.12K
$274K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
12+ 0.31% |
$951 - $1.23K
|
3.83K
$335K
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
12+ 0.18% |
$951 - $1.23K
|
6.6K
$579K
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11+ 0.13% |
$872 - $1.12K
|
8.28K
$726K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
11+ 0.12% |
$872 - $1.12K
|
8.98K
$788K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.64% |
$872 - $1.12K
|
1.72K
$151K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 0.31% |
$793 - $1.02K
|
3.21K
$281K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
9+ 0.1% |
$714 - $919
|
9.14K
$801K
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.01% |
$714 - $919
|
85.1K
$7.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
9+ 0.11% |
$714 - $919
|
8.26K
$724K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.56% |
$634 - $817
|
1.45K
$127K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8+ 0.22% |
$634 - $817
|
3.67K
$322K
|
|
|
Nov 10, 2022
Q3 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
8+ 0.22% |
$634 - $817
|
3.7K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7New |
$555 - $715
|
7
$614
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7+ 0.08% |
$555 - $715
|
9.12K
$800K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6+ 0.1% |
$476 - $613
|
6.22K
$546K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 1.08% |
$476 - $613
|
562
$49.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.16% |
$476 - $613
|
3.81K
$334K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.13% |
$396 - $511
|
3.94K
$346K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 1.09% |
$396 - $511
|
462
$40.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.0% |
$317 - $409
|
155K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.1% |
$317 - $409
|
3.91K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4+ 8.33% |
$317 - $409
|
52
$4.56K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
3+ 0.58% |
$238 - $306
|
518
$45.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.83% |
$238 - $306
|
366
$32.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.47% |
$238 - $306
|
640
$56.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$238 - $306
|
3.25K
$285K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 0.47% |
$238 - $306
|
635
$55.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3+ 0.05% |
$238 - $306
|
5.87K
$514K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 2.06% |
$159 - $204
|
99
$8.68K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
2+ 0.5% |
$159 - $204
|
399
$35K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
2+ 0.01% |
$159 - $204
|
20.3K
$1.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2+ 0.01% |
$159 - $204
|
19.9K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.37% |
$159 - $204
|
148
$13K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 1.18% |
$159 - $204
|
172
$15.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.18% |
$159 - $204
|
1.11K
$97.1K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.49% |
$159 - $204
|
414
$36.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.04% |
$79.3 - $102
|
2.65K
$233K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.75% |
$79.3 - $102
|
135
$11.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1+ 0.03% |
$79.3 - $102
|
3.11K
$272K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1+ 0.02% |
$79.3 - $102
|
4.09K
$359K
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.01% |
$79.3 - $102
|
8.69K
$762K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.53% |
$79.3 - $102
|
188
$16.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1+ 0.02% |
$79.3 - $102
|
4.5K
$395K
|