Purchases and Sales Made in Q4 2021 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.81K+ 30.55% |
$185K - $210K
|
7.73K
$689K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.81KNew |
$185K - $210K
|
1.81K
$161K
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.8K+ 24.83% |
$185K - $209K
|
9.05K
$808K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.8K+ 16.96% |
$184K - $209K
|
12.4K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.8K+ 16.95% |
$184K - $209K
|
12.4K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.79K+ 53.03% |
$184K - $208K
|
5.17K
$462K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.79KNew |
$183K - $208K
|
1.79K
$160K
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
1.79KNew |
$183K - $208K
|
1.79K
$160K
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
BUY
|
- |
1.79KNew |
$183K - $207K
|
1.79K
$159K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
1.78KNew |
$182K - $206K
|
1.78K
$159K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.78KNew |
$182K - $206K
|
1.78K
$159K
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.78KNew |
$182K - $206K
|
1.78K
$158K
|
|
|
Feb 10, 2022
Q4 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1.77K+ 1.78% |
$182K - $205K
|
101K
$9.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.77KNew |
$181K - $205K
|
1.77K
$158K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
1.75K+ 3.2% |
$180K - $203K
|
56.5K
$5.04M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.75K+ 2.38% |
$180K - $203K
|
75.2K
$6.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
1.75KNew |
$179K - $203K
|
1.75K
$156K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.74K+ 7.38% |
$178K - $201K
|
25.2K
$2.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.73KNew |
$178K - $201K
|
1.73K
$155K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 13.6% |
$177K - $201K
|
14.5K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.73K+ 3.84% |
$177K - $200K
|
46.7K
$4.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.71K+ 4.72% |
$176K - $199K
|
38K
$3.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.71K+ 4.61% |
$175K - $198K
|
38.7K
$3.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.67K+ 61.92% |
$172K - $194K
|
4.38K
$390K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.66K+ 1.89% |
$171K - $193K
|
89.6K
$8M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.66K+ 3.91% |
$170K - $193K
|
44.2K
$3.95M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.66KNew |
$170K - $192K
|
1.66K
$148K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.65KNew |
$169K - $192K
|
1.65K
$147K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.65KNew |
$169K - $192K
|
1.65K
$147K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.65K+ 5.89% |
$169K - $191K
|
29.6K
$2.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.64K+ 58.33% |
$168K - $190K
|
4.46K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.62K+ 16.56% |
$167K - $188K
|
11.4K
$1.02M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1.6KNew |
$164K - $186K
|
1.6K
$143K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.6K+ 9.79% |
$164K - $186K
|
17.9K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.6K+ 3.4% |
$164K - $185K
|
48.6K
$4.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 3.1% |
$163K - $184K
|
52.8K
$4.71M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
1.58K+ 3.68% |
$162K - $184K
|
44.6K
$3.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.58K+ 21.31% |
$162K - $183K
|
8.98K
$801K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.58K+ 2.72% |
$161K - $183K
|
59.5K
$5.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
1.55K+ 4.11% |
$159K - $179K
|
39.2K
$3.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.54K+ 2.88% |
$158K - $179K
|
55K
$4.91M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.5K+ 13.29% |
$153K - $174K
|
12.8K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.49K+ 9.58% |
$153K - $173K
|
17K
$1.52M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.49K+ 9.58% |
$153K - $173K
|
17K
$1.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.45K+ 18.11% |
$149K - $168K
|
9.46K
$844K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
1.43K+ 5.72% |
$147K - $166K
|
26.5K
$2.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.43K+ 293.84% |
$147K - $166K
|
1.92K
$171K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.42K+ 4.83% |
$145K - $164K
|
30.8K
$2.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.4K+ 3.7% |
$143K - $162K
|
39.1K
$3.49M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
1.39K+ 2.85% |
$143K - $162K
|
50.3K
$4.48M
|