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 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.46K- 15.12% |
$115K - $149K
|
8.17K
$717K
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.46K- 6.75% |
$116K - $149K
|
20.2K
$1.77M
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.49K- 23.81% |
$118K - $152K
|
4.76K
$417K
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.5K- 4.4% |
$119K - $153K
|
32.5K
$2.85M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 4.06% |
$123K - $158K
|
36.5K
$3.2M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.55K- 4.23% |
$123K - $159K
|
35.2K
$3.09M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.55K- 15.63% |
$123K - $159K
|
8.39K
$736K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.57KClosed |
$125K - $161K
|
0
$0
|
|
Nov 18, 2022
Q3 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.59K- 11.54% |
$126K - $163K
|
12.2K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.63K- 13.76% |
$129K - $166K
|
10.2K
$895K
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.64K- 84.17% |
$130K - $167K
|
308
$27K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.66K- 2.55% |
$131K - $169K
|
63.2K
$5.54M
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-1.67K- 80.88% |
$132K - $171K
|
395
$34.6K
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 18.89% |
$132K - $171K
|
7.17K
$629K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.68K- 16.74% |
$133K - $171K
|
8.35K
$732K
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-1.7K- 7.25% |
$135K - $173K
|
21.7K
$1.91M
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 6.33% |
$135K - $174K
|
25.2K
$2.21M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.71K- 15.16% |
$135K - $174K
|
9.55K
$837K
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.72K- 28.53% |
$136K - $176K
|
4.31K
$378K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.74K- 3.54% |
$138K - $177K
|
47.3K
$4.15M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.75K- 30.53% |
$138K - $178K
|
3.97K
$348K
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.77K- 8.63% |
$140K - $181K
|
18.8K
$1.64M
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-1.79K- 4.27% |
$142K - $183K
|
40.1K
$3.51M
|
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-1.8K- 1.89% |
$143K - $184K
|
93.8K
$8.22M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.81K- 3.03% |
$143K - $185K
|
57.8K
$5.07M
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.82K- 5.73% |
$144K - $186K
|
29.9K
$2.62M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.84K- 10.91% |
$146K - $188K
|
15K
$1.32M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.87K- 94.58% |
$148K - $191K
|
107
$9.38K
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.88K- 18.34% |
$149K - $192K
|
8.36K
$733K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.88K- 1.57% |
$149K - $192K
|
118K
$10.3M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.89K- 3.97% |
$150K - $193K
|
45.8K
$4.01M
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.9K- 31.91% |
$150K - $194K
|
4.04K
$355K
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.91K- 14.44% |
$151K - $195K
|
11.3K
$991K
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.92K- 33.48% |
$152K - $196K
|
3.82K
$335K
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.95K- 21.25% |
$155K - $200K
|
7.24K
$635K
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.99K- 55.92% |
$158K - $203K
|
1.57K
$137K
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2K- 18.02% |
$159K - $205K
|
9.11K
$799K
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.13K- 21.34% |
$169K - $217K
|
7.85K
$688K
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-2.14K- 5.04% |
$169K - $218K
|
40.2K
$3.52M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-2.17K- 30.95% |
$172K - $221K
|
4.83K
$424K
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.2K- 40.51% |
$175K - $225K
|
3.24K
$284K
|
|
Nov 02, 2022
Q3 2022
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-2.22K- 2.94% |
$176K - $227K
|
73.5K
$6.45M
|
|
Nov 14, 2022
Q3 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-2.24K- 11.41% |
$178K - $229K
|
17.4K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.25K- 14.64% |
$178K - $230K
|
13.1K
$1.15M
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.26K- 27.82% |
$179K - $231K
|
5.87K
$515K
|
|
Oct 14, 2022
Q3 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-2.28K- 7.78% |
$181K - $233K
|
27K
$2.37M
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 13.77% |
$182K - $234K
|
14.3K
$1.26M
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-2.3K- 14.68% |
$182K - $235K
|
13.3K
$1.17M
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-2.31K- 97.55% |
$183K - $236K
|
58
$5.09K
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.34K- 0.99% |
$185K - $239K
|
234K
$20.5M
|