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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
905New |
$92.8K - $105K
|
905
$80.8K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
898New |
$92.1K - $104K
|
898
$80.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
896+ 8.97% |
$91.9K - $104K
|
10.9K
$971K
|
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
894+ 0.88% |
$91.7K - $104K
|
102K
$9.14M
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
888+ 16.1% |
$91K - $103K
|
6.4K
$571K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
864New |
$88.6K - $100K
|
864
$77.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
861+ 17.3% |
$88.3K - $99.9K
|
5.84K
$521K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
851+ 8.36% |
$87.3K - $98.7K
|
11K
$984K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
851+ 2.7% |
$87.3K - $98.7K
|
32.3K
$2.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
847+ 0.74% |
$86.8K - $98.3K
|
116K
$10.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
847+ 12.62% |
$86.8K - $98.3K
|
7.56K
$674K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
840+ 3.78% |
$86.1K - $97.4K
|
23K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
835+ 5.18% |
$85.6K - $96.9K
|
17K
$1.51M
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
828+ 20.98% |
$84.9K - $96.1K
|
4.77K
$426K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
820+ 11.7% |
$84.1K - $95.1K
|
7.83K
$699K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
819+ 3.26% |
$84K - $95K
|
25.9K
$2.31M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
812+ 11.09% |
$83.3K - $94.2K
|
8.13K
$726K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
800+ 470.59% |
$82K - $92.8K
|
970
$86.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
799+ 0.24% |
$81.9K - $92.7K
|
328K
$29.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
794+ 2.51% |
$81.4K - $92.1K
|
32.5K
$2.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
786+ 2.5% |
$80.6K - $91.2K
|
32.2K
$2.88M
|
|
|
Mar 02, 2022
Q4 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
782+ 2.04% |
$80.2K - $90.7K
|
39.2K
$3.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
759+ 22.12% |
$77.8K - $88.1K
|
4.19K
$374K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
751+ 5.53% |
$77K - $87.1K
|
14.3K
$1.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
748+ 22.93% |
$76.7K - $86.8K
|
4.01K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
745+ 18.61% |
$76.4K - $86.4K
|
4.75K
$424K
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
731+ 9.03% |
$74.9K - $84.8K
|
8.82K
$787K
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
730+ 3.64% |
$74.8K - $84.7K
|
20.8K
$1.85M
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
726+ 6.66% |
$74.4K - $84.2K
|
11.6K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
724+ 3.03% |
$74.2K - $84K
|
24.6K
$2.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
722+ 3.54% |
$74K - $83.8K
|
21.1K
$1.88M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
711+ 22.43% |
$72.9K - $82.5K
|
3.88K
$346K
|
|
|
Jun 21, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
700+ 0.63% |
$71.8K - $81.2K
|
112K
$9.97M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
699+ 19.45% |
$71.7K - $81.1K
|
4.29K
$383K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
689+ 4.08% |
$70.6K - $79.9K
|
17.6K
$1.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
687+ 4.75% |
$70.4K - $79.7K
|
15.1K
$1.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
675+ 30.6% |
$69.2K - $78.3K
|
2.88K
$257K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
674+ 3.08% |
$69.1K - $78.2K
|
22.6K
$2.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
664+ 2.41% |
$68.1K - $77K
|
28.2K
$2.52M
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
661+ 0.39% |
$67.8K - $76.7K
|
170K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
660+ 8.41% |
$67.7K - $76.6K
|
8.51K
$759K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
657+ 3.26% |
$67.4K - $76.2K
|
20.8K
$1.85M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
656+ 1.77% |
$67.3K - $76.1K
|
37.7K
$3.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
639+ 4.97% |
$65.5K - $74.1K
|
13.5K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
631New |
$64.7K - $73.2K
|
631
$56.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
628New |
$64.4K - $72.9K
|
628
$56K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
626+ 3.78% |
$64.2K - $72.6K
|
17.2K
$1.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
BUY
|
- |
622+ 1.03% |
$63.8K - $72.2K
|
60.7K
$5.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
BUY
|
- |
617+ 8.22% |
$63.3K - $71.6K
|
8.12K
$725K
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
612+ 6.02% |
$62.7K - $71K
|
10.8K
$962K
|