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 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-344- 0.68% |
$27.3K - $35.1K
|
50K
$4.38M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-365- 52.9% |
$28.9K - $37.3K
|
325
$28.5K
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-365- 3.89% |
$28.9K - $37.3K
|
9.02K
$791K
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-374- 9.96% |
$29.7K - $38.2K
|
3.38K
$296K
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-374- 12.53% |
$29.7K - $38.2K
|
2.61K
$229K
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-378- 2.45% |
$30K - $38.6K
|
15K
$1.32M
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-379- 13.11% |
$30K - $38.7K
|
2.51K
$220K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-392- 20.71% |
$31.1K - $40K
|
1.5K
$132K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-395- 13.12% |
$31.3K - $40.3K
|
2.62K
$229K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-399- 5.14% |
$31.6K - $40.7K
|
7.37K
$646K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-399- 5.39% |
$31.6K - $40.7K
|
7K
$614K
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-401- 83.2% |
$31.8K - $41K
|
81
$7.1K
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-403- 1.84% |
$31.9K - $41.2K
|
21.5K
$1.88M
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-405- 13.64% |
$32.1K - $41.4K
|
2.56K
$225K
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-405- 0.56% |
$32.1K - $41.4K
|
71.7K
$6.29M
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-415- 0.4% |
$32.9K - $42.4K
|
104K
$9.08M
|
|
Nov 09, 2022
Q3 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-424- 7.27% |
$33.6K - $43.3K
|
5.41K
$474K
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-428- 0.26% |
$33.9K - $43.7K
|
164K
$14.4M
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-430- 5.55% |
$34.1K - $43.9K
|
7.31K
$641K
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-432- 0.69% |
$34.2K - $44.1K
|
61.9K
$5.43M
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-434- 1.89% |
$34.4K - $44.3K
|
22.6K
$1.98M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-445- 2.36% |
$35.3K - $45.4K
|
18.4K
$1.61M
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
SELL
|
- |
-454- 3.04% |
$36K - $46.4K
|
14.5K
$1.27M
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-454- 0.67% |
$36K - $46.4K
|
67.1K
$5.88M
|
|
Nov 04, 2022
Q3 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-455- 14.2% |
$36.1K - $46.5K
|
2.75K
$241K
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-457- 2.67% |
$36.2K - $46.7K
|
16.6K
$1.46M
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-462- 9.7% |
$36.6K - $47.2K
|
4.3K
$377K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-463- 0.89% |
$36.7K - $47.3K
|
51.5K
$4.51M
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-469- 2.96% |
$37.2K - $47.9K
|
15.4K
$1.35M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-475- 0.29% |
$37.7K - $48.5K
|
162K
$14.2M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-476- 0.73% |
$37.7K - $48.6K
|
64.4K
$5.65M
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-476- 17.0% |
$37.7K - $48.6K
|
2.32K
$204K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-479- 3.9% |
$38K - $48.9K
|
11.8K
$1.03M
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-479- 4.46% |
$38K - $48.9K
|
10.3K
$899K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-482- 24.08% |
$38.2K - $49.2K
|
1.52K
$133K
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-483- 12.23% |
$38.3K - $49.3K
|
3.47K
$304K
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-486- 13.83% |
$38.5K - $49.6K
|
3.03K
$266K
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-500- 3.6% |
$39.6K - $51.1K
|
13.4K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-511- 3.51% |
$40.5K - $52.2K
|
14K
$1.23M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-513- 8.22% |
$40.7K - $52.4K
|
5.73K
$502K
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-525- 6.11% |
$41.6K - $53.6K
|
8.06K
$707K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-537- 2.89% |
$42.6K - $54.8K
|
18K
$1.58M
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-539- 3.39% |
$42.7K - $55K
|
15.4K
$1.35M
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-542- 2.98% |
$43K - $55.4K
|
17.6K
$1.55M
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-542- 3.31% |
$43K - $55.4K
|
15.8K
$1.39M
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-553- 1.29% |
$43.8K - $56.5K
|
42.4K
$3.72M
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-554- 6.44% |
$43.9K - $56.6K
|
8.05K
$706K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-555- 4.41% |
$44K - $56.7K
|
12K
$1.05M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-559- 2.41% |
$44.3K - $57.1K
|
22.6K
$1.98M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-565- 3.71% |
$44.8K - $57.7K
|
14.7K
$1.29M
|