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 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
606+ 5.62% |
$62.1K - $70.3K
|
11.4K
$1.02M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
600+ 43.07% |
$61.5K - $69.6K
|
1.99K
$178K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
590+ 17.92% |
$60.5K - $68.4K
|
3.88K
$346K
|
|
|
Jan 12, 2022
Q4 2021
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
586+ 1.57% |
$60.1K - $68K
|
38K
$3.39M
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
583New |
$59.8K - $67.6K
|
583
$52K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
580+ 6.89% |
$59.5K - $67.3K
|
9K
$803K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
568+ 1.57% |
$58.2K - $65.9K
|
36.8K
$3.29M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
563+ 7.04% |
$57.7K - $65.3K
|
8.56K
$764K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
561New |
$57.5K - $65.1K
|
561
$50.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
555+ 8.09% |
$56.9K - $64.4K
|
7.42K
$662K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
554+ 14.82% |
$56.8K - $64.3K
|
4.29K
$383K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
551+ 1.95% |
$56.5K - $63.9K
|
28.8K
$2.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
549+ 1.7% |
$56.3K - $63.7K
|
32.9K
$2.94M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
545+ 8.64% |
$55.9K - $63.2K
|
6.85K
$611K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
539+ 6.67% |
$55.3K - $62.5K
|
8.63K
$770K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
538+ 6.53% |
$55.2K - $62.4K
|
8.77K
$783K
|
|
|
Feb 09, 2022
Q4 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
532+ 11.82% |
$54.5K - $61.7K
|
5.03K
$449K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
527New |
$54K - $61.1K
|
527
$47K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
527+ 1.73% |
$54K - $61.1K
|
31.1K
$2.77M
|
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
BUY
|
- |
525+ 4.98% |
$53.8K - $60.9K
|
11.1K
$988K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
525+ 2.22% |
$53.8K - $60.9K
|
24.1K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
522+ 307.06% |
$53.5K - $60.6K
|
692
$61.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
522+ 2.63% |
$53.5K - $60.6K
|
20.4K
$1.82M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
520+ 2.03% |
$53.3K - $60.3K
|
26.2K
$2.33M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
520+ 5.55% |
$53.3K - $60.3K
|
9.9K
$883K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
514+ 8.64% |
$52.7K - $59.6K
|
6.47K
$577K
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
506+ 4.97% |
$51.9K - $58.7K
|
10.7K
$953K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
505+ 5.63% |
$51.8K - $58.6K
|
9.48K
$846K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
503+ 67.25% |
$51.6K - $58.4K
|
1.25K
$112K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
503+ 1.62% |
$51.6K - $58.4K
|
31.6K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
502+ 3.83% |
$51.5K - $58.2K
|
13.6K
$1.21M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
500+ 9.1% |
$51.3K - $58K
|
5.99K
$535K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
487+ 2.08% |
$49.9K - $56.5K
|
23.9K
$2.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
484New |
$49.6K - $56.1K
|
484
$43.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
483+ 2.6% |
$49.5K - $56K
|
19.1K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
479New |
$49.1K - $55.6K
|
479
$42.7K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
470+ 14.85% |
$48.2K - $54.5K
|
3.64K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
457+ 7.77% |
$46.9K - $53K
|
6.34K
$565K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
453+ 17.2% |
$46.4K - $52.6K
|
3.09K
$275K
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
450+ 4.17% |
$46.1K - $52.2K
|
11.3K
$1M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
442+ 0.35% |
$45.3K - $51.3K
|
126K
$11.3M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
440New |
$45.1K - $51K
|
440
$39.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
431+ 0.32% |
$44.2K - $50K
|
134K
$12M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
430+ 2.33% |
$44.1K - $49.9K
|
18.9K
$1.69M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
428+ 0.94% |
$43.9K - $49.7K
|
46K
$4.1M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
423+ 2.34% |
$43.4K - $49.1K
|
18.5K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
422+ 0.04% |
$43.3K - $49K
|
1M
$89.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
407New |
$41.7K - $47.2K
|
407
$36.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
407+ 2.04% |
$41.7K - $47.2K
|
20.4K
$1.82M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
404New |
$41.4K - $46.9K
|
404
$36K
|