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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.17K+ 15.73% |
$410K - $528K
|
38.1K
$3.33M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
5.17K+ 6.19% |
$410K - $528K
|
88.7K
$7.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.05K+ 214.58% |
$400K - $516K
|
7.4K
$647K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.03K+ 3.93% |
$398K - $513K
|
133K
$11.6M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.94K+ 1.59% |
$391K - $504K
|
316K
$27.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
BUY
|
- |
4.87K+ 1.98% |
$386K - $497K
|
250K
$21.9M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
4.86K+ 0.87% |
$385K - $496K
|
564K
$49.3M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.79K+ 4.66% |
$380K - $490K
|
108K
$9.42M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.73K+ 1.46% |
$375K - $483K
|
329K
$28.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
4.71K+ 9.31% |
$374K - $481K
|
55.3K
$4.84M
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
4.63K+ 31.5% |
$367K - $473K
|
19.3K
$1.69M
|
|
|
Oct 26, 2022
Q3 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
4.63K+ 9.04% |
$367K - $473K
|
55.9K
$4.89M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.53K+ 292.32% |
$359K - $463K
|
6.08K
$532K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.49KNew |
$356K - $459K
|
4.49K
$393K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
4.46KNew |
$353K - $455K
|
4.46K
$390K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
4.45K+ 7.73% |
$353K - $454K
|
62K
$5.42M
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
4.4K+ 6.39% |
$349K - $450K
|
73.3K
$6.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4.39K+ 28.91% |
$348K - $449K
|
19.6K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.39K+ 19.27% |
$348K - $448K
|
27.1K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.24K+ 10.13% |
$336K - $433K
|
46.1K
$4.03M
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
4.23K+ 2.4% |
$335K - $431K
|
180K
$15.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.18KNew |
$331K - $426K
|
4.18K
$365K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.12K+ 12.81% |
$326K - $420K
|
36.3K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
4.1KNew |
$325K - $418K
|
4.1K
$358K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.06K+ 6.27% |
$322K - $414K
|
68.8K
$6.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4.06K+ 9.61% |
$322K - $414K
|
46.3K
$4.05M
|
|
|
Oct 14, 2022
Q3 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.04K+ 0.4% |
$320K - $413K
|
1.02M
$88.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.97K+ 4.06% |
$314K - $405K
|
102K
$8.9M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.93K+ 7.09% |
$312K - $402K
|
59.4K
$5.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3.93K+ 2.9% |
$312K - $401K
|
140K
$12.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.93K+ 12.31% |
$311K - $401K
|
35.8K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.8K+ 111.76% |
$301K - $388K
|
7.2K
$630K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
3.74K+ 8.14% |
$296K - $382K
|
49.7K
$4.35M
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.68K+ 14.76% |
$292K - $376K
|
28.6K
$2.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
3.65K+ 30.78% |
$290K - $373K
|
15.5K
$1.36M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.63K+ 20.62% |
$288K - $371K
|
21.2K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.62K+ 6.3% |
$287K - $369K
|
61K
$5.33M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
3.61K+ 7.79% |
$286K - $369K
|
49.9K
$4.37M
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.6K+ 5.33% |
$285K - $368K
|
71.1K
$6.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
3.57K+ 3.72% |
$283K - $365K
|
99.6K
$8.71M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
3.56K+ 9.84% |
$282K - $363K
|
39.7K
$3.47M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
3.53K+ 2.02% |
$280K - $360K
|
178K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.52KNew |
$279K - $359K
|
3.52K
$308K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
3.49K+ 3.97% |
$277K - $356K
|
91.4K
$8M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3.48KNew |
$276K - $355K
|
3.48K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
3.41KNew |
$270K - $348K
|
3.41K
$298K
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.38K+ 48.88% |
$268K - $345K
|
10.3K
$900K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.38K+ 20.1% |
$268K - $345K
|
20.2K
$1.76M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.38K+ 2.77% |
$268K - $345K
|
125K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.36K+ 1.44% |
$266K - $343K
|
237K
$20.7M
|