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
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-8.99K- 67.51% |
$712K - $918K
|
4.33K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-9.01K- 98.79% |
$714K - $920K
|
110
$9.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-9.2K- 52.57% |
$729K - $940K
|
8.3K
$728K
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-9.2K- 52.57% |
$729K - $940K
|
8.3K
$728K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.21K- 4.07% |
$730K - $941K
|
217K
$19M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.29K- 46.88% |
$736K - $948K
|
10.5K
$923K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-9.51K- 5.97% |
$754K - $971K
|
150K
$13.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-9.53K- 99.29% |
$755K - $973K
|
68
$5.96K
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-9.76K- 52.1% |
$774K - $997K
|
8.97K
$787K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-9.78K- 10.34% |
$776K - $999K
|
84.9K
$7.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-9.79K- 28.22% |
$776K - $1M
|
24.9K
$2.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.9K- 18.5% |
$785K - $1.01M
|
43.6K
$3.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.91K- 10.05% |
$785K - $1.01M
|
88.6K
$7.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.1KClosed |
$801K - $1.03M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-10.3KClosed |
$817K - $1.05M
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-10.5K- 7.99% |
$831K - $1.07M
|
121K
$10.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.5K- 11.56% |
$834K - $1.07M
|
80.4K
$7.05M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.6K- 6.65% |
$836K - $1.08M
|
148K
$13M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.7K- 4.69% |
$848K - $1.09M
|
217K
$19M
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-10.8K- 9.52% |
$858K - $1.11M
|
103K
$9.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10.9K- 4.54% |
$867K - $1.12M
|
230K
$20.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-11.2K- 24.37% |
$884K - $1.14M
|
34.6K
$3.04M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.2K- 44.56% |
$885K - $1.14M
|
13.9K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-11.3K- 14.23% |
$897K - $1.16M
|
68.2K
$5.98M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11.5K- 42.95% |
$910K - $1.17M
|
15.2K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-11.6K- 65.52% |
$919K - $1.18M
|
6.1K
$535K
|
|
|
Nov 03, 2022
Q3 2022
|
Schaeffer Financial LLC
|
SELL
|
- |
-11.8K- 18.97% |
$938K - $1.21M
|
50.6K
$4.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-12K- 70.98% |
$952K - $1.23M
|
4.91K
$431K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-12K- 70.98% |
$952K - $1.23M
|
4.91K
$431K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-12.3K- 14.25% |
$976K - $1.26M
|
74.1K
$6.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-12.4K- 15.34% |
$983K - $1.27M
|
68.4K
$6M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-12.5K- 51.08% |
$992K - $1.28M
|
12K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-12.8K- 71.91% |
$1.02M - $1.31M
|
5.02K
$440K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-13.9K- 21.36% |
$1.1M - $1.42M
|
51K
$4.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-14.1K- 14.34% |
$1.12M - $1.44M
|
84.3K
$7.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-14.3K- 11.58% |
$1.14M - $1.46M
|
109K
$9.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-14.7K- 37.22% |
$1.17M - $1.5M
|
24.8K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-14.8K- 3.79% |
$1.17M - $1.51M
|
375K
$32.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 60.7% |
$1.18M - $1.52M
|
9.66K
$847K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.5K- 6.16% |
$1.23M - $1.59M
|
237K
$20.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-15.9K- 1.75% |
$1.26M - $1.62M
|
891K
$78.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-15.9K- 45.43% |
$1.26M - $1.62M
|
19.1K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-16.1K- 14.66% |
$1.28M - $1.64M
|
93.6K
$8.21M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16.5K- 2.21% |
$1.31M - $1.68M
|
729K
$63.9M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16.5K- 2.21% |
$1.31M - $1.68M
|
729K
$63.9M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-16.6K- 6.66% |
$1.32M - $1.7M
|
233K
$20.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-16.7K- 31.48% |
$1.32M - $1.7M
|
36.2K
$3.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-16.8K- 9.52% |
$1.33M - $1.72M
|
160K
$14M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.9K- 0.54% |
$1.34M - $1.73M
|
3.13M
$275M
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-17K- 68.89% |
$1.35M - $1.73M
|
7.67K
$673K
|