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
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$206K - $265K
|
2.6K
$227K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.59K+ 4.73% |
$205K - $264K
|
57.2K
$5M
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.56KNew |
$203K - $262K
|
2.56K
$224K
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
2.52KNew |
$200K - $257K
|
2.52K
$220K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.52K+ 28.7% |
$200K - $257K
|
11.3K
$987K
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.51K+ 3.57% |
$199K - $257K
|
72.9K
$6.37M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.51KNew |
$199K - $256K
|
2.51K
$219K
|
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2.5K+ 55.56% |
$198K - $255K
|
7K
$612K
|
|
|
Oct 31, 2022
Q3 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.48K+ 3.6% |
$197K - $254K
|
71.5K
$6.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.46K+ 102.08% |
$195K - $251K
|
4.87K
$426K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.4K+ 7.91% |
$190K - $245K
|
32.7K
$2.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
2.4K+ 78.25% |
$190K - $245K
|
5.47K
$478K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.38K+ 6.09% |
$189K - $243K
|
41.5K
$3.63M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.38K+ 14.82% |
$189K - $243K
|
18.5K
$1.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.37K+ 10.34% |
$188K - $242K
|
25.3K
$2.21M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
2.37K+ 18.76% |
$188K - $242K
|
15K
$1.31M
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.37K+ 2.7% |
$187K - $242K
|
89.8K
$7.86M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.36K+ 11.12% |
$187K - $241K
|
23.6K
$2.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.36K+ 104.66% |
$187K - $241K
|
4.61K
$403K
|
|
|
Nov 07, 2022
Q3 2022
|
Fairfield University
|
BUY
|
- |
2.29K+ 1.16% |
$181K - $233K
|
199K
$17.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.28K+ 1.09% |
$181K - $233K
|
211K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.28K+ 2.07% |
$181K - $233K
|
112K
$9.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2.26K+ 118.18% |
$179K - $230K
|
4.17K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.25K+ 4.34% |
$178K - $229K
|
53.9K
$4.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.22K+ 1.35% |
$176K - $226K
|
167K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.21K+ 11.64% |
$175K - $226K
|
21.2K
$1.86M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.2K+ 28.66% |
$175K - $225K
|
9.89K
$865K
|
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
2.2K+ 2.52% |
$174K - $225K
|
89.7K
$7.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 8.48% |
$173K - $223K
|
27.9K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.15K+ 18.36% |
$170K - $219K
|
13.8K
$1.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.15K+ 95.12% |
$170K - $219K
|
4.4K
$385K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
2.14K+ 22.57% |
$170K - $219K
|
11.6K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.12K+ 18.07% |
$168K - $217K
|
13.9K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 10.34% |
$168K - $216K
|
22.6K
$1.98M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
2.08K+ 3.71% |
$165K - $213K
|
58.3K
$5.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
2.06K+ 7.43% |
$163K - $211K
|
29.8K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 1.7% |
$163K - $210K
|
123K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.05K+ 9.73% |
$163K - $210K
|
23.2K
$2.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
2.04K+ 3.08% |
$162K - $208K
|
68.2K
$5.96M
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.01KNew |
$159K - $205K
|
2.01K
$176K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2K+ 32.25% |
$159K - $204K
|
8.21K
$718K
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
BUY
|
- |
2K+ 16.38% |
$159K - $204K
|
14.2K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2K+ 5.32% |
$158K - $204K
|
39.5K
$3.45M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.98K+ 6.84% |
$157K - $202K
|
31K
$2.71M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.96K+ 1.81% |
$156K - $201K
|
110K
$9.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.96K+ 197.68% |
$156K - $200K
|
2.96K
$259K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
1.96K+ 1.57% |
$155K - $200K
|
127K
$11.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 13.64% |
$153K - $197K
|
16.1K
$1.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.92K+ 14.28% |
$152K - $196K
|
15.4K
$1.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.88K+ 24.33% |
$149K - $192K
|
9.6K
$839K
|