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 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-565- 5.46% |
$44.8K - $57.7K
|
9.78K
$858K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-569- 11.99% |
$45.1K - $58.1K
|
4.18K
$366K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-571- 41.41% |
$45.3K - $58.3K
|
808
$70.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-576- 15.97% |
$45.7K - $58.8K
|
3.03K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-580- 1.69% |
$46K - $59.2K
|
33.7K
$2.95M
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-600- 15.92% |
$47.6K - $61.3K
|
3.17K
$278K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-604- 8.54% |
$47.9K - $61.7K
|
6.47K
$567K
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-604- 9.13% |
$47.9K - $61.7K
|
6.02K
$527K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-607- 3.26% |
$48.1K - $62K
|
18K
$1.58M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-616- 16.41% |
$48.8K - $62.9K
|
3.14K
$275K
|
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
SELL
|
- |
-619- 0.98% |
$49.1K - $63.2K
|
62.4K
$5.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-625- 5.0% |
$49.6K - $63.8K
|
11.9K
$1.04M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-628- 13.23% |
$49.8K - $64.1K
|
4.12K
$361K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-629- 3.36% |
$49.9K - $64.2K
|
18.1K
$1.59M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-629- 3.36% |
$49.9K - $64.2K
|
18.1K
$1.59M
|
|
|
Oct 20, 2022
Q3 2022
|
Garland Capital Management Inc
|
SELL
|
- |
-658- 32.22% |
$52.2K - $67.2K
|
1.38K
$121K
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-666- 11.6% |
$52.8K - $68K
|
5.08K
$445K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-667- 2.22% |
$52.9K - $68.1K
|
29.4K
$2.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-668- 6.66% |
$53K - $68.2K
|
9.37K
$821K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-675- 2.96% |
$53.5K - $68.9K
|
22.1K
$1.94M
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-692- 17.86% |
$54.9K - $70.7K
|
3.18K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-701- 1.51% |
$55.6K - $71.6K
|
45.7K
$4.01M
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-712- 37.75% |
$56.4K - $72.7K
|
1.17K
$103K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-714- 3.44% |
$56.6K - $72.9K
|
20K
$1.76M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-715- 4.15% |
$56.7K - $73K
|
16.5K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-729- 12.13% |
$57.8K - $74.5K
|
5.28K
$463K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-735- 17.57% |
$58.3K - $75.1K
|
3.45K
$302K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-739- 27.5% |
$58.6K - $75.5K
|
1.95K
$171K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-742- 64.35% |
$58.8K - $75.8K
|
411
$36K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-747- 11.2% |
$59.2K - $76.3K
|
5.92K
$519K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-747- 3.79% |
$59.2K - $76.3K
|
19K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-754- 1.3% |
$59.8K - $77K
|
57.3K
$5.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-757- 5.39% |
$60K - $77.3K
|
13.3K
$1.17M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-757- 5.39% |
$60K - $77.3K
|
13.3K
$1.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-762- 11.81% |
$60.4K - $77.8K
|
5.69K
$499K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-778- 16.57% |
$61.7K - $79.5K
|
3.92K
$343K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-799- 3.6% |
$63.3K - $81.6K
|
21.4K
$1.88M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-800- 82.47% |
$63.4K - $81.7K
|
170
$14.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-807- 7.47% |
$64K - $82.4K
|
9.99K
$876K
|
|
|
Nov 14, 2022
Q3 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-812- 2.61% |
$64.4K - $82.9K
|
30.3K
$2.66M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-816- 1.13% |
$64.7K - $83.3K
|
71.2K
$6.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-824- 20.16% |
$65.3K - $84.2K
|
3.26K
$286K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-826- 1.8% |
$65.5K - $84.4K
|
45.1K
$3.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-833- 5.9% |
$66K - $85.1K
|
13.3K
$1.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-836- 2.96% |
$66.3K - $85.4K
|
27.4K
$2.41M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-838- 15.22% |
$66.4K - $85.6K
|
4.67K
$409K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-855- 2.85% |
$67.8K - $87.3K
|
29.1K
$2.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-874- 21.31% |
$69.3K - $89.3K
|
3.23K
$283K
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-879- 1.92% |
$69.7K - $89.8K
|
45K
$3.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-882- 2.64% |
$69.9K - $90.1K
|
32.6K
$2.85M
|