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
|
Evoke Wealth, LLC
|
BUY
|
- |
184+ 0.3% |
$18.9K - $21.3K
|
61.4K
$5.48M
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
171+ 1.63% |
$17.5K - $19.8K
|
10.7K
$954K
|
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
165+ 1.99% |
$16.9K - $19.1K
|
8.47K
$756K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
162New |
$16.6K - $18.8K
|
162
$14.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
162New |
$16.6K - $18.8K
|
162
$14.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
160+ 3.01% |
$16.4K - $18.6K
|
5.48K
$489K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
159+ 6.73% |
$16.3K - $18.4K
|
2.52K
$225K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
158+ 2.46% |
$16.2K - $18.3K
|
6.57K
$586K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
157+ 24.27% |
$16.1K - $18.2K
|
804
$71.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
156+ 0.98% |
$16K - $18.1K
|
16K
$1.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
154+ 3.2% |
$15.8K - $17.9K
|
4.97K
$443K
|
|
|
Jan 28, 2022
Q4 2021
|
Zeit Capital LLC
|
BUY
|
- |
152+ 0.53% |
$15.6K - $17.6K
|
28.7K
$2.56M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
151New |
$15.5K - $17.5K
|
151
$13.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
150+ 0.47% |
$15.4K - $17.4K
|
32.2K
$2.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
150New |
$15.4K - $17.4K
|
150
$13.4K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
150+ 0.47% |
$15.4K - $17.4K
|
31.9K
$2.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
148+ 0.66% |
$15.2K - $17.2K
|
22.5K
$2M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
145+ 3.24% |
$14.9K - $16.8K
|
4.62K
$412K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
145New |
$14.9K - $16.8K
|
145
$12.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
139+ 3.46% |
$14.3K - $16.1K
|
4.16K
$371K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
134+ 3.98% |
$13.7K - $15.5K
|
3.5K
$313K
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
132+ 0.61% |
$13.5K - $15.3K
|
21.9K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
132+ 3.51% |
$13.5K - $15.3K
|
3.89K
$347K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
130+ 0.96% |
$13.3K - $15.1K
|
13.6K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
126+ 83.44% |
$12.9K - $14.6K
|
277
$24.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
125New |
$12.8K - $14.5K
|
125
$11.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
122+ 1.57% |
$12.5K - $14.2K
|
7.89K
$704K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
121+ 3.55% |
$12.4K - $14K
|
3.53K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
118+ 1.09% |
$12.1K - $13.7K
|
11K
$978K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
117New |
$12K - $13.6K
|
117
$10.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
116+ 58.0% |
$11.9K - $13.5K
|
316
$28.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
113+ 0.66% |
$11.6K - $13.1K
|
17.3K
$1.54M
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
112+ 0.79% |
$11.5K - $13K
|
14.3K
$1.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
112+ 0.4% |
$11.5K - $13K
|
27.8K
$2.48M
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
108+ 3.6% |
$11.1K - $12.5K
|
3.11K
$277K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
107+ 0.85% |
$11K - $12.4K
|
12.7K
$1.13M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
106+ 18.4% |
$10.9K - $12.3K
|
682
$60.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
106New |
$10.9K - $12.3K
|
106
$9.46K
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
103+ 3.43% |
$10.6K - $11.9K
|
3.1K
$277K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
103+ 4.09% |
$10.6K - $11.9K
|
2.62K
$234K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
100+ 21.1% |
$10.3K - $11.6K
|
574
$51.2K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
100+ 1.57% |
$10.3K - $11.6K
|
6.46K
$576K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$10.3K - $11.6K
|
100
$8.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
100+ 1.88% |
$10.3K - $11.6K
|
5.41K
$483K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
100+ 3.81% |
$10.3K - $11.6K
|
2.73K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
99+ 2.39% |
$10.2K - $11.5K
|
4.24K
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
99+ 6.78% |
$10.2K - $11.5K
|
1.56K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99+ 3.92% |
$10.2K - $11.5K
|
2.62K
$234K
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
98+ 1.78% |
$10K - $11.4K
|
5.59K
$499K
|
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
BUY
|
- |
96+ 3.44% |
$9.84K - $11.1K
|
2.88K
$257K
|