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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-882- 34.59% |
$69.9K - $90.1K
|
1.67K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-887- 60.63% |
$70.3K - $90.6K
|
576
$50.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-905- 4.81% |
$71.7K - $92.4K
|
17.9K
$1.57M
|
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
SELL
|
- |
-917- 17.88% |
$72.7K - $93.7K
|
4.21K
$369K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-922- 12.3% |
$73.1K - $94.2K
|
6.57K
$576K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-934- 2.35% |
$74K - $95.4K
|
38.7K
$3.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-946- 9.99% |
$75K - $96.6K
|
8.52K
$747K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-950- 25.56% |
$75.3K - $97K
|
2.77K
$243K
|
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-950- 2.43% |
$75.3K - $97K
|
38.1K
$3.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-962- 20.91% |
$76.3K - $98.2K
|
3.64K
$319K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-970- 4.34% |
$76.9K - $99.1K
|
21.4K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-970- 1.28% |
$76.9K - $99.1K
|
74.7K
$6.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-983- 27.73% |
$77.9K - $100K
|
2.56K
$225K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-990- 11.55% |
$78.5K - $101K
|
7.58K
$665K
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-995- 83.33% |
$78.9K - $102K
|
199
$17.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1K- 23.51% |
$79.3K - $102K
|
3.25K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.01K- 23.68% |
$80.2K - $103K
|
3.26K
$286K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.02K- 19.48% |
$80.7K - $104K
|
4.21K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.03K- 46.12% |
$81.6K - $105K
|
1.2K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.04K- 6.21% |
$82.6K - $106K
|
15.7K
$1.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.05K- 36.51% |
$83.2K - $107K
|
1.83K
$160K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.05K- 4.33% |
$83.3K - $107K
|
23.2K
$2.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.06K- 3.02% |
$83.7K - $108K
|
34K
$2.98M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.06K- 4.16% |
$83.8K - $108K
|
24.3K
$2.13M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.06K- 2.4% |
$84K - $108K
|
43K
$3.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-1.06K- 15.19% |
$84K - $108K
|
5.92K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.06K- 6.5% |
$84.2K - $108K
|
15.3K
$1.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.08K- 3.62% |
$85.5K - $110K
|
28.7K
$2.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.08K- 13.22% |
$85.8K - $111K
|
7.1K
$623K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.08K- 18.3% |
$85.8K - $111K
|
4.83K
$424K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.09K- 2.3% |
$86.5K - $111K
|
46.4K
$4.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.11K- 5.8% |
$88.3K - $114K
|
18.1K
$1.59M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 4.79% |
$91.2K - $117K
|
22.9K
$2.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.16K- 4.86% |
$91.6K - $118K
|
22.7K
$1.99M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.22K- 3.31% |
$96.3K - $124K
|
35.5K
$3.11M
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.22K- 4.7% |
$97K - $125K
|
24.8K
$2.18M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.24K- 3.17% |
$98.1K - $126K
|
37.7K
$3.31M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 22.75% |
$100K - $129K
|
4.3K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.27K- 9.32% |
$101K - $130K
|
12.4K
$1.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.29K- 19.29% |
$102K - $132K
|
5.4K
$474K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-1.29K- 23.3% |
$103K - $132K
|
4.26K
$373K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.31K- 3.32% |
$104K - $134K
|
38.2K
$3.35M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.35K- 3.75% |
$107K - $138K
|
34.6K
$3.04M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-1.37K- 2.95% |
$109K - $140K
|
45.1K
$3.95M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.38K- 3.18% |
$109K - $141K
|
42K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.39K- 6.57% |
$110K - $142K
|
19.8K
$1.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.39K- 15.79% |
$110K - $142K
|
7.42K
$651K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.42K- 7.23% |
$112K - $145K
|
18.2K
$1.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-1.43K- 0.73% |
$113K - $146K
|
193K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.43K- 21.0% |
$113K - $146K
|
5.37K
$471K
|