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 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 1.41% |
$15.9K - $20.4K
|
14K
$1.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-200- 1.06% |
$15.9K - $20.4K
|
18.7K
$1.64M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-200- 3.77% |
$15.9K - $20.4K
|
5.11K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-203- 0.31% |
$16.1K - $20.7K
|
64.8K
$5.68M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-205- 0.88% |
$16.3K - $20.9K
|
23.1K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-206- 15.4% |
$16.3K - $21K
|
1.13K
$99.3K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-210- 3.61% |
$16.6K - $21.4K
|
5.62K
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-213- 1.04% |
$16.9K - $21.8K
|
20.2K
$1.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-214- 47.77% |
$17K - $21.9K
|
234
$20.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-220- 6.2% |
$17.4K - $22.5K
|
3.33K
$292K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-221- 2.18% |
$17.5K - $22.6K
|
9.92K
$869K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-224- 34.46% |
$17.8K - $22.9K
|
426
$37.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-224- 6.07% |
$17.8K - $22.9K
|
3.47K
$304K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-225- 2.64% |
$17.8K - $23K
|
8.31K
$729K
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-228- 7.4% |
$18.1K - $23.3K
|
2.85K
$250K
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-228- 4.23% |
$18.1K - $23.3K
|
5.17K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-230- 2.17% |
$18.2K - $23.5K
|
10.4K
$910K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-231- 0.37% |
$18.3K - $23.6K
|
62.5K
$5.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-233- 3.1% |
$18.5K - $23.8K
|
7.29K
$639K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-235- 22.62% |
$18.6K - $24K
|
804
$70.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-242- 1.26% |
$19.2K - $24.7K
|
19K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-247- 1.34% |
$19.6K - $25.2K
|
18.2K
$1.59M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-248- 0.73% |
$19.7K - $25.3K
|
33.8K
$2.96M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-249- 6.23% |
$19.7K - $25.4K
|
3.75K
$328K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-250- 5.54% |
$19.8K - $25.5K
|
4.27K
$374K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-250- 2.87% |
$19.8K - $25.5K
|
8.45K
$741K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-253- 1.42% |
$20.1K - $25.8K
|
17.6K
$1.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-256- 2.86% |
$20.3K - $26.1K
|
8.69K
$762K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-264- 6.37% |
$20.9K - $27K
|
3.88K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-265- 6.34% |
$21K - $27.1K
|
3.91K
$343K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-267- 13.76% |
$21.2K - $27.3K
|
1.67K
$147K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-268- 3.73% |
$21.2K - $27.4K
|
6.91K
$606K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-269- 6.93% |
$21.3K - $27.5K
|
3.61K
$317K
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-281- 6.72% |
$22.3K - $28.7K
|
3.9K
$342K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-281- 30.15% |
$22.3K - $28.7K
|
651
$57.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-285- 6.73% |
$22.6K - $29.1K
|
3.95K
$346K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-287- 0.75% |
$22.8K - $29.3K
|
38.2K
$3.35M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-291- 2.52% |
$23.1K - $29.7K
|
11.3K
$987K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-292- 2.07% |
$23.1K - $29.8K
|
13.8K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-293- 8.47% |
$23.2K - $29.9K
|
3.17K
$278K
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-295- 8.83% |
$23.4K - $30.1K
|
3.05K
$267K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-300- 61.86% |
$23.8K - $30.6K
|
185
$16.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-307- 0.81% |
$24.3K - $31.4K
|
37.6K
$3.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-308- 4.42% |
$24.4K - $31.5K
|
6.66K
$584K
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-318- 2.02% |
$25.2K - $32.5K
|
15.5K
$1.35M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-318- 0.65% |
$25.2K - $32.5K
|
48.9K
$4.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-321- 2.34% |
$25.4K - $32.8K
|
13.4K
$1.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-325- 8.43% |
$25.8K - $33.2K
|
3.53K
$309K
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-340- 5.51% |
$27K - $34.7K
|
5.83K
$511K
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-340- 1.7% |
$27K - $34.7K
|
19.7K
$1.73M
|