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
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.19K+ 2.36% |
$94K - $121K
|
51.5K
$4.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
1.17K+ 12.55% |
$93.1K - $120K
|
10.5K
$921K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.15K+ 6.96% |
$91.4K - $118K
|
17.7K
$1.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
1.14K+ 5.6% |
$90.5K - $117K
|
21.6K
$1.88M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.13K+ 0.29% |
$89.7K - $116K
|
386K
$33.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
1.11K+ 3.33% |
$87.9K - $113K
|
34.4K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.11K+ 4.81% |
$87.8K - $113K
|
24.1K
$2.11M
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
1.1K+ 5.76% |
$87K - $112K
|
20.2K
$1.76M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 7.32% |
$86K - $111K
|
15.9K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.08K+ 0.89% |
$85.5K - $110K
|
123K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.08K+ 16.53% |
$85.3K - $110K
|
7.59K
$664K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.06K+ 3.45% |
$84.3K - $109K
|
31.9K
$2.79M
|
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.05K+ 0.79% |
$83K - $107K
|
134K
$11.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.03K+ 1.16% |
$81.5K - $105K
|
89.5K
$7.83M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.03K+ 27.59% |
$81.5K - $105K
|
4.75K
$416K
|
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
BUY
|
- |
1.02K+ 0.57% |
$80.7K - $104K
|
179K
$15.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.01K+ 5.94% |
$80K - $103K
|
18K
$1.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1K+ 19.19% |
$79.6K - $103K
|
6.24K
$545K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1K+ 17.52% |
$79.3K - $102K
|
6.71K
$587K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
998+ 31.96% |
$79.1K - $102K
|
4.12K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
998+ 3.34% |
$79.1K - $102K
|
30.9K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
995+ 6.48% |
$78.9K - $102K
|
16.4K
$1.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
984+ 0.92% |
$78K - $100K
|
108K
$9.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
980+ 8.86% |
$77.7K - $100K
|
12K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
977+ 5.89% |
$77.5K - $99.8K
|
17.6K
$1.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
BUY
|
- |
963+ 4.6% |
$76.3K - $98.4K
|
21.9K
$1.91M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
955+ 8.35% |
$75.7K - $97.5K
|
12.4K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
948+ 5.73% |
$75.2K - $96.8K
|
17.5K
$1.53M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
942New |
$74.7K - $96.2K
|
942
$82.4K
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
941+ 8.39% |
$74.6K - $96.1K
|
12.2K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
940+ 7.01% |
$74.5K - $96K
|
14.4K
$1.26M
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
BUY
|
- |
902+ 6.0% |
$71.5K - $92.1K
|
15.9K
$1.39M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
900+ 8.05% |
$71.4K - $91.9K
|
12.1K
$1.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
893+ 3.98% |
$70.8K - $91.2K
|
23.3K
$2.04M
|
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
893+ 5.32% |
$70.8K - $91.2K
|
17.7K
$1.55M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
885+ 15.64% |
$70.2K - $90.4K
|
6.55K
$572K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
844+ 5.69% |
$66.9K - $86.2K
|
15.7K
$1.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
844+ 5.8% |
$66.9K - $86.2K
|
15.4K
$1.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
842+ 25.18% |
$66.8K - $86K
|
4.19K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
820+ 6.26% |
$65K - $83.7K
|
13.9K
$1.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
818+ 31.94% |
$64.9K - $83.5K
|
3.38K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
812+ 18.04% |
$64.4K - $82.9K
|
5.31K
$465K
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
809+ 0.28% |
$64.1K - $82.6K
|
285K
$24.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
807+ 25.81% |
$64K - $82.4K
|
3.93K
$344K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
806+ 4.24% |
$63.9K - $82.3K
|
19.8K
$1.73M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
800+ 16.17% |
$63.4K - $81.7K
|
5.75K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
777+ 1.26% |
$61.6K - $79.4K
|
62.5K
$5.46M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
776+ 28.49% |
$61.5K - $79.3K
|
3.5K
$306K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
775+ 553.57% |
$61.4K - $79.2K
|
915
$80K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
773+ 0.57% |
$61.3K - $78.9K
|
137K
$12M
|