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
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.34K- 5.14% |
$186K - $239K
|
43.2K
$3.79M
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.34K- 3.17% |
$186K - $239K
|
71.5K
$6.27M
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.35K- 14.21% |
$186K - $240K
|
14.2K
$1.24M
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.35K- 14.75% |
$186K - $240K
|
13.6K
$1.19M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.37K- 5.95% |
$188K - $242K
|
37.5K
$3.29M
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2.44KClosed |
$194K - $249K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.48K- 60.67% |
$197K - $254K
|
1.61K
$141K
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.49K- 55.77% |
$197K - $254K
|
1.97K
$173K
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.54K- 2.83% |
$202K - $260K
|
87.1K
$7.64M
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-2.59KClosed |
$205K - $264K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.59KClosed |
$205K - $265K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.64K- 4.58% |
$209K - $269K
|
54.9K
$4.82M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.67K- 8.23% |
$212K - $273K
|
29.8K
$2.61M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.69K- 7.2% |
$213K - $275K
|
34.6K
$3.04M
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.71K- 3.29% |
$215K - $277K
|
79.7K
$6.99M
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-2.73K- 2.71% |
$217K - $279K
|
98.1K
$8.61M
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.74K- 18.62% |
$217K - $280K
|
12K
$1.05M
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-2.75K- 20.61% |
$218K - $281K
|
10.6K
$930K
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.8K- 37.12% |
$222K - $286K
|
4.75K
$416K
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.87KClosed |
$228K - $293K
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-2.88K- 17.21% |
$229K - $294K
|
13.9K
$1.22M
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-2.91K- 4.88% |
$230K - $297K
|
56.6K
$4.97M
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.95K- 24.07% |
$234K - $302K
|
9.32K
$817K
|
|
Jul 28, 2023
Q3 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.99K- 0.64% |
$237K - $305K
|
467K
$40.9M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.04K- 0.98% |
$241K - $310K
|
307K
$27M
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-3.11K- 1.63% |
$247K - $318K
|
188K
$16.5M
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.16K- 33.89% |
$251K - $323K
|
6.16K
$541K
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.21K- 6.56% |
$254K - $328K
|
45.7K
$4.01M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.26K- 26.15% |
$258K - $333K
|
9.2K
$807K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.26K- 10.84% |
$259K - $333K
|
26.9K
$2.36M
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.27K- 4.05% |
$259K - $334K
|
77.3K
$6.78M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.29K- 13.45% |
$261K - $336K
|
21.2K
$1.86M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.33K- 1.58% |
$264K - $341K
|
207K
$18.2M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.41K- 16.8% |
$270K - $348K
|
16.9K
$1.48M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.5K- 26.96% |
$278K - $358K
|
9.49K
$832K
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.51K- 55.81% |
$279K - $359K
|
2.78K
$244K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.55K- 8.11% |
$282K - $363K
|
40.3K
$3.53M
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.56K- 47.49% |
$282K - $363K
|
3.93K
$345K
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.58K- 7.46% |
$284K - $366K
|
44.4K
$3.89M
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.61K- 51.84% |
$286K - $369K
|
3.36K
$294K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.63K- 4.67% |
$288K - $371K
|
74.2K
$6.5M
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.64K- 10.5% |
$289K - $372K
|
31K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.7K- 0.53% |
$293K - $377K
|
693K
$60.7M
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.81K- 8.57% |
$302K - $389K
|
40.6K
$3.56M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.13K- 11.4% |
$328K - $422K
|
32.1K
$2.82M
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.13K- 43.69% |
$328K - $422K
|
5.33K
$467K
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-4.15K- 51.42% |
$329K - $424K
|
3.92K
$344K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.18K- 3.09% |
$331K - $426K
|
131K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.21K- 13.51% |
$333K - $429K
|
26.9K
$2.36M
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-4.3K- 34.13% |
$341K - $439K
|
8.3K
$728K
|