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 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
403New |
$41.3K - $46.8K
|
403
$36K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
402+ 59.91% |
$41.2K - $46.6K
|
1.07K
$95.9K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
400+ 9.6% |
$41K - $46.4K
|
4.57K
$408K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
397+ 0.78% |
$40.7K - $46.1K
|
51.4K
$4.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
390+ 2.68% |
$40K - $45.2K
|
15K
$1.34M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
390New |
$40K - $45.2K
|
390
$34.8K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
389+ 10.84% |
$39.9K - $45.1K
|
3.98K
$355K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
388+ 5.29% |
$39.8K - $45K
|
7.72K
$690K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
388+ 20.27% |
$39.8K - $45K
|
2.3K
$206K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
382+ 10.39% |
$39.2K - $44.3K
|
4.06K
$363K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
381+ 1.69% |
$39.1K - $44.2K
|
22.9K
$2.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
375+ 0.74% |
$38.4K - $43.5K
|
50.9K
$4.55M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
375New |
$38.4K - $43.5K
|
375
$33.5K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
375+ 36.91% |
$38.4K - $43.5K
|
1.39K
$124K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
372+ 2.79% |
$38.1K - $43.2K
|
13.7K
$1.22M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
371+ 1.07% |
$38K - $43K
|
35.2K
$3.14M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
368New |
$37.7K - $42.7K
|
368
$32.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
367+ 32.28% |
$37.6K - $42.6K
|
1.5K
$134K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
360+ 2.02% |
$36.9K - $41.8K
|
18.2K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
359+ 3.66% |
$36.8K - $41.6K
|
10.2K
$908K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
355+ 6.82% |
$36.4K - $41.2K
|
5.56K
$497K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
353+ 1.26% |
$36.2K - $41K
|
28.3K
$2.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
350+ 1.48% |
$35.9K - $40.6K
|
24K
$2.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
346+ 2.05% |
$35.5K - $40.1K
|
17.2K
$1.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
345+ 2.75% |
$35.4K - $40K
|
12.9K
$1.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
340+ 13.58% |
$34.9K - $39.4K
|
2.84K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
340+ 3.4% |
$34.9K - $39.4K
|
10.4K
$925K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
340+ 0.91% |
$34.9K - $39.4K
|
37.8K
$3.37M
|
|
|
Sep 18, 2023
Q4 2021
|
Washington Capital Management Inc
|
BUY
|
- |
340+ 11.29% |
$34.9K - $39.4K
|
3.35K
$299K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
337+ 1.97% |
$34.6K - $39.1K
|
17.4K
$1.56M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
335+ 5.92% |
$34.3K - $38.9K
|
5.99K
$535K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
330+ 3.26% |
$33.8K - $38.3K
|
10.4K
$933K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
330+ 4.1% |
$33.8K - $38.3K
|
8.39K
$749K
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
329+ 6.34% |
$33.7K - $38.2K
|
5.52K
$493K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
325+ 7.02% |
$33.3K - $37.7K
|
4.95K
$442K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
321+ 14.27% |
$32.9K - $37.2K
|
2.57K
$230K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
320+ 1.19% |
$32.8K - $37.1K
|
27.2K
$2.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
318+ 6.64% |
$32.6K - $36.9K
|
5.11K
$456K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
317+ 2.35% |
$32.5K - $36.8K
|
13.8K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
315+ 3.03% |
$32.3K - $36.5K
|
10.7K
$957K
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
312+ 9.16% |
$32K - $36.2K
|
3.72K
$332K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
311+ 10.28% |
$31.9K - $36.1K
|
3.34K
$298K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
307+ 18.74% |
$31.5K - $35.6K
|
1.95K
$174K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
307+ 2.98% |
$31.5K - $35.6K
|
10.6K
$946K
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
306+ 1.63% |
$31.4K - $35.5K
|
19.1K
$1.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
305+ 9.13% |
$31.3K - $35.4K
|
3.65K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
305+ 4.93% |
$31.3K - $35.4K
|
6.49K
$579K
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
300+ 5.38% |
$30.8K - $34.8K
|
5.87K
$525K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
291+ 5.5% |
$29.8K - $33.8K
|
5.59K
$499K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
290+ 2.81% |
$29.7K - $33.6K
|
10.6K
$948K
|