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
|
Human Investing LLC
|
BUY
|
- |
3.34K+ 12.37% |
$265K - $341K
|
30.3K
$2.91M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
3.32K+ 55.87% |
$263K - $339K
|
9.27K
$889K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3.32K+ 9.11% |
$263K - $339K
|
39.8K
$3.82M
|
|
|
Nov 09, 2022
Q3 2022
|
True Wealth Financial Partners
|
BUY
|
- |
3.29K+ 3.23% |
$261K - $336K
|
105K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.28K+ 44.72% |
$260K - $334K
|
10.6K
$1.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.27K+ 123.67% |
$259K - $334K
|
5.92K
$568K
|
|
|
Nov 01, 2022
Q3 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
3.27KNew |
$259K - $334K
|
3.27K
$314K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.26KNew |
$259K - $333K
|
3.26K
$313K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
3.25K+ 94.92% |
$258K - $332K
|
6.67K
$640K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.24KNew |
$257K - $330K
|
3.24K
$311K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.22K+ 13.88% |
$255K - $328K
|
26.4K
$2.53M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3.21K+ 2.72% |
$255K - $328K
|
121K
$11.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.21K+ 0.5% |
$254K - $328K
|
644K
$61.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.19K+ 78.6% |
$253K - $326K
|
7.25K
$696K
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.17KNew |
$251K - $324K
|
3.17K
$304K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.16K+ 24.94% |
$251K - $323K
|
15.8K
$1.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.14K+ 8.54% |
$249K - $321K
|
40K
$3.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
3.12K+ 6.9% |
$247K - $318K
|
48.3K
$4.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3.12K+ 30.77% |
$247K - $318K
|
13.2K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.1K+ 3.53% |
$246K - $317K
|
91.1K
$8.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.04KNew |
$241K - $310K
|
3.04K
$291K
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.02KNew |
$239K - $308K
|
3.02K
$290K
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
3K+ 51.85% |
$238K - $306K
|
8.79K
$843K
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3KNew |
$238K - $306K
|
3K
$288K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3K+ 3.36% |
$238K - $306K
|
92.2K
$8.85M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.96K+ 101.27% |
$235K - $302K
|
5.88K
$564K
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.95K+ 3.21% |
$234K - $301K
|
94.7K
$9.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.94K+ 2.45% |
$233K - $300K
|
123K
$11.8M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
2.93K+ 11.74% |
$232K - $299K
|
27.9K
$2.67M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.92K+ 2.72% |
$231K - $298K
|
110K
$10.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
2.92K+ 7.51% |
$231K - $298K
|
41.8K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.81K+ 21.75% |
$223K - $287K
|
15.7K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.74KNew |
$218K - $280K
|
2.74K
$263K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.74KNew |
$217K - $280K
|
2.74K
$263K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.72K+ 33.96% |
$216K - $278K
|
10.7K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.72K+ 16.96% |
$215K - $277K
|
18.7K
$1.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.71K+ 8.63% |
$215K - $277K
|
34.1K
$3.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
2.7K+ 77.67% |
$214K - $275K
|
6.17K
$592K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.69K+ 4.5% |
$213K - $275K
|
62.4K
$5.99M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
2.68K+ 89166.67% |
$212K - $273K
|
2.68K
$257K
|
|
|
Nov 09, 2022
Q3 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.67K+ 5.07% |
$212K - $273K
|
55.4K
$5.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.67KNew |
$212K - $273K
|
2.67K
$256K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.66K+ 2.07% |
$211K - $271K
|
131K
$12.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$210K - $271K
|
2.65K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$210K - $271K
|
2.65K
$254K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.65K+ 2.5% |
$210K - $270K
|
109K
$10.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.64K+ 29.22% |
$209K - $269K
|
11.7K
$1.12M
|
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.61KNew |
$207K - $267K
|
2.61K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.61K+ 3.56% |
$207K - $266K
|
75.8K
$7.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.6KNew |
$206K - $266K
|
2.6K
$250K
|