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
|
Krs Capital Management, LLC
|
BUY
|
- |
288New |
$29.5K - $33.4K
|
288
$25.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
288+ 1.65% |
$29.5K - $33.4K
|
17.7K
$1.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
286+ 10.8% |
$29.3K - $33.2K
|
2.93K
$262K
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
285+ 2.95% |
$29.2K - $33.1K
|
9.96K
$888K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
283+ 2.52% |
$29K - $32.8K
|
11.5K
$1.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
282+ 2.75% |
$28.9K - $32.7K
|
10.5K
$941K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
277+ 1.37% |
$28.4K - $32.1K
|
20.5K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
277+ 76.1% |
$28.4K - $32.1K
|
641
$57.2K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
275+ 1.75% |
$28.2K - $31.9K
|
16K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
275+ 4.84% |
$28.2K - $31.9K
|
5.96K
$532K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
266+ 12.56% |
$27.3K - $30.9K
|
2.38K
$213K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
265+ 1.7% |
$27.2K - $30.7K
|
15.8K
$1.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
261+ 2.87% |
$26.8K - $30.3K
|
9.36K
$835K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
261+ 2.43% |
$26.8K - $30.3K
|
11K
$981K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
261+ 111.54% |
$26.8K - $30.3K
|
495
$44.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
256+ 3.94% |
$26.2K - $29.7K
|
6.76K
$603K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
253+ 7.62% |
$25.9K - $29.4K
|
3.58K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
251New |
$25.7K - $29.1K
|
251
$22.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
249+ 9.88% |
$25.5K - $28.9K
|
2.77K
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
249+ 3.38% |
$25.5K - $28.9K
|
7.62K
$680K
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
246+ 7.94% |
$25.2K - $28.5K
|
3.34K
$298K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
243+ 5.23% |
$24.9K - $28.2K
|
4.89K
$436K
|
|
|
Feb 07, 2022
Q4 2021
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
241+ 2.62% |
$24.7K - $28K
|
9.43K
$842K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
239+ 0.29% |
$24.5K - $27.7K
|
84K
$7.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
235New |
$24.1K - $27.3K
|
235
$21K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
232+ 9.75% |
$23.8K - $26.9K
|
2.61K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
232+ 0.65% |
$23.8K - $26.9K
|
36K
$3.21M
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
231+ 0.53% |
$23.7K - $26.8K
|
44K
$3.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
230+ 15.13% |
$23.6K - $26.7K
|
1.75K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
224+ 3.88% |
$23K - $26K
|
6K
$535K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
224+ 2.92% |
$23K - $26K
|
7.89K
$704K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
217+ 16.17% |
$22.2K - $25.2K
|
1.56K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
215+ 5.19% |
$22K - $24.9K
|
4.36K
$389K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
211New |
$21.6K - $24.5K
|
211
$18.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
210+ 10.1% |
$21.5K - $24.4K
|
2.29K
$204K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
206+ 2.41% |
$21.1K - $23.9K
|
8.75K
$780K
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
205+ 1.31% |
$21K - $23.8K
|
15.9K
$1.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
204+ 3.54% |
$20.9K - $23.7K
|
5.97K
$533K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
202+ 3.22% |
$20.7K - $23.4K
|
6.48K
$578K
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
201+ 9.6% |
$20.6K - $23.3K
|
2.29K
$205K
|
|
|
Jan 27, 2022
Q4 2021
|
Nkcfo LLC
|
BUY
|
- |
200+ 2.35% |
$20.5K - $23.2K
|
8.7K
$776K
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
200+ 3.13% |
$20.5K - $23.2K
|
6.6K
$589K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
200+ 11.48% |
$20.5K - $23.2K
|
1.94K
$173K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
200+ 1.59% |
$20.5K - $23.2K
|
12.8K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
200+ 3.81% |
$20.5K - $23.2K
|
5.45K
$487K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
199+ 0.51% |
$20.4K - $23.1K
|
39.2K
$3.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
195+ 0.84% |
$20K - $22.6K
|
23.4K
$2.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
195+ 7.99% |
$20K - $22.6K
|
2.64K
$235K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
186+ 0.83% |
$19.1K - $21.6K
|
22.7K
$2.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
184New |
$18.9K - $21.3K
|
184
$16.4K
|