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 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.82K+ 8.09% |
$144K - $186K
|
24.3K
$2.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 4.83% |
$144K - $185K
|
39.4K
$3.45M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.81K+ 10.1% |
$143K - $185K
|
19.7K
$1.73M
|
|
|
Oct 24, 2022
Q3 2022
|
Fidato Wealth LLC
|
BUY
|
- |
1.75K+ 2.2% |
$139K - $179K
|
81.2K
$7.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.75K+ 3.4% |
$139K - $179K
|
53.3K
$4.66M
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
1.74K+ 1.49% |
$138K - $177K
|
118K
$10.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.7KNew |
$135K - $174K
|
1.7K
$149K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.69K+ 3.83% |
$134K - $172K
|
45.8K
$4M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.69K+ 41.52% |
$134K - $172K
|
5.75K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
BUY
|
- |
1.68K+ 17.35% |
$134K - $172K
|
11.4K
$996K
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.68K+ 6.65% |
$133K - $172K
|
27K
$2.36M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.68K+ 2.95% |
$133K - $171K
|
58.6K
$5.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.67K+ 10.29% |
$132K - $171K
|
17.9K
$1.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.67K+ 4.98% |
$132K - $171K
|
35.2K
$3.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.66K+ 1.72% |
$132K - $170K
|
98.2K
$8.58M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.64K+ 30.71% |
$130K - $168K
|
6.99K
$611K
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.64K+ 19.65% |
$130K - $167K
|
9.95K
$871K
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.59K+ 12.07% |
$126K - $163K
|
14.8K
$1.29M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.59K+ 62.9% |
$126K - $162K
|
4.11K
$359K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.56K+ 4.16% |
$123K - $159K
|
39K
$3.41M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.54K+ 0.63% |
$122K - $157K
|
247K
$21.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.54K+ 61.33% |
$122K - $157K
|
4.04K
$353K
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.53K+ 42.13% |
$121K - $156K
|
5.16K
$451K
|
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.5K+ 25.88% |
$119K - $153K
|
7.3K
$638K
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.48KNew |
$117K - $151K
|
1.48K
$129K
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.46K+ 9.02% |
$115K - $149K
|
17.6K
$1.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.43K+ 10.98% |
$114K - $146K
|
14.5K
$1.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.42K+ 62.01% |
$113K - $145K
|
3.71K
$324K
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.39K+ 32.74% |
$110K - $142K
|
5.64K
$493K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.37K+ 44.61% |
$109K - $140K
|
4.45K
$390K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.36K+ 2.3% |
$108K - $139K
|
60.4K
$5.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.35K+ 1.57% |
$107K - $138K
|
87.7K
$7.67M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.34K+ 12.43% |
$106K - $137K
|
12.1K
$1.06M
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.34K+ 277.59% |
$106K - $137K
|
1.82K
$159K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.33K+ 2.06% |
$106K - $136K
|
65.8K
$5.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.33K+ 1.73% |
$105K - $136K
|
78.3K
$6.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.32K+ 1.55% |
$104K - $134K
|
86.4K
$7.56M
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.3K+ 11.68% |
$103K - $132K
|
12.4K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.28K+ 4.94% |
$102K - $131K
|
27.3K
$2.38M
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
BUY
|
- |
1.26K+ 1.79% |
$100K - $129K
|
72K
$6.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 21.79% |
$100K - $129K
|
7.05K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.26KNew |
$99.6K - $128K
|
1.26K
$110K
|
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.26K+ 1.96% |
$99.5K - $128K
|
65.4K
$5.72M
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.25K+ 10.78% |
$99.3K - $128K
|
12.9K
$1.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 1.41% |
$98.9K - $127K
|
90K
$7.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.24K+ 3.1% |
$97.9K - $126K
|
41.1K
$3.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.22K+ 8.59% |
$97K - $125K
|
15.5K
$1.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.2K+ 29.85% |
$95K - $122K
|
5.21K
$456K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.19K+ 0.85% |
$94.7K - $122K
|
142K
$12.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Gpwm LLC
|
BUY
|
- |
1.19K+ 2.28% |
$94.3K - $121K
|
53.4K
$4.67M
|