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
|
Carlson Capital Management
|
BUY
|
- |
17.8K+ 43.55% |
$1.41M - $1.82M
|
58.7K
$5.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
17.8K+ 80.71% |
$1.41M - $1.81M
|
39.8K
$3.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.7K+ 2.47% |
$1.41M - $1.81M
|
736K
$64.3M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.4KNew |
$1.38M - $1.78M
|
17.4K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.3K+ 9.96% |
$1.37M - $1.77M
|
191K
$16.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
17KNew |
$1.35M - $1.73M
|
17K
$1.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
16.9K+ 23.41% |
$1.34M - $1.73M
|
89.1K
$7.79M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
16.2KNew |
$1.29M - $1.66M
|
16.2K
$1.42M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.2K+ 11.2% |
$1.29M - $1.66M
|
161K
$14.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15.1K+ 12.53% |
$1.19M - $1.54M
|
135K
$11.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
14.7KNew |
$1.17M - $1.5M
|
14.7K
$1.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
14.5K+ 156.12% |
$1.15M - $1.48M
|
23.8K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.5K+ 0.6% |
$1.15M - $1.48M
|
2.43M
$213M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.4KNew |
$1.15M - $1.48M
|
14.4K
$1.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$1.15M - $1.48M
|
14.4K
$1.26M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.1K+ 15.06% |
$1.12M - $1.44M
|
108K
$9.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13.7K+ 467.83% |
$1.09M - $1.4M
|
16.6K
$1.46M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
13.6K+ 54.84% |
$1.08M - $1.39M
|
38.5K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.6K+ 1.76% |
$1.08M - $1.39M
|
790K
$69.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.5K+ 53.8% |
$1.07M - $1.38M
|
38.6K
$3.37M
|
|
|
Oct 13, 2022
Q3 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
13.4K+ 4.87% |
$1.07M - $1.37M
|
290K
$25.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.4K+ 4.63% |
$1.06M - $1.37M
|
303K
$26.5M
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$1.06M - $1.36M
|
13.3K
$1.16M
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
13.3KNew |
$1.06M - $1.36M
|
13.3K
$1.16M
|
|
|
Oct 04, 2022
Q3 2022
|
Spence Asset Management
|
BUY
|
- |
13.2K+ 875.8% |
$1.05M - $1.35M
|
14.7K
$1.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
12.9K+ 4.24% |
$1.02M - $1.32M
|
317K
$27.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.9K+ 6.01% |
$1.02M - $1.31M
|
227K
$19.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12.6KNew |
$1M - $1.29M
|
12.6K
$1.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12.6K+ 76.94% |
$999K - $1.29M
|
29K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.4K+ 5.35% |
$986K - $1.27M
|
245K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.2K+ 15.29% |
$968K - $1.25M
|
92K
$8.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.1K+ 3.9% |
$959K - $1.24M
|
322K
$28.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.1KNew |
$958K - $1.23M
|
12.1K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.7K+ 9.17% |
$929K - $1.2M
|
139K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.4KNew |
$906K - $1.17M
|
11.4K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.3K+ 5.9% |
$900K - $1.16M
|
204K
$17.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
11.3K+ 24.25% |
$895K - $1.15M
|
57.8K
$5.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Whelan Financial
|
BUY
|
- |
10.8K+ 6.29% |
$856K - $1.1M
|
183K
$16M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
10.8K+ 29.29% |
$855K - $1.1M
|
47.6K
$4.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
10.8K+ 2.97% |
$855K - $1.1M
|
374K
$32.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10.4K+ 13.8% |
$822K - $1.06M
|
85.5K
$7.48M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
10.2K+ 18.77% |
$808K - $1.04M
|
64.5K
$5.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10.2K+ 9.54% |
$808K - $1.04M
|
117K
$10.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
10.2K+ 171.46% |
$807K - $1.04M
|
16.1K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10.1K+ 7.56% |
$800K - $1.03M
|
144K
$12.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
10.1K+ 41.97% |
$799K - $1.03M
|
34.1K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
10KNew |
$796K - $1.03M
|
10K
$879K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.83K+ 23.71% |
$779K - $1M
|
51.3K
$4.48M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
9.8KNew |
$777K - $1M
|
9.8K
$857K
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
9.72K+ 32.09% |
$770K - $992K
|
40K
$3.5M
|