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 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
96New |
$9.84K - $11.1K
|
96
$8.57K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
95+ 0.38% |
$9.74K - $11K
|
25.3K
$2.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90+ 50.0% |
$9.23K - $10.4K
|
270
$24.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
86+ 1.17% |
$8.82K - $9.98K
|
7.43K
$663K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
86+ 0.14% |
$8.82K - $9.98K
|
59.7K
$5.33M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
82+ 0.92% |
$8.41K - $9.51K
|
8.99K
$802K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
78+ 0.98% |
$8K - $9.05K
|
8.01K
$715K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
77+ 0.49% |
$7.89K - $8.93K
|
15.9K
$1.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
76+ 0.2% |
$7.79K - $8.82K
|
39K
$3.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
72+ 0.86% |
$7.38K - $8.35K
|
8.4K
$749K
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
70+ 2.2% |
$7.18K - $8.12K
|
3.26K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
69+ 0.23% |
$7.07K - $8K
|
29.7K
$2.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
69New |
$7.07K - $8K
|
69
$6.16K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
68New |
$6.97K - $7.89K
|
68
$6.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
67+ 0.04% |
$6.87K - $7.77K
|
176K
$15.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
66+ 0.32% |
$6.77K - $7.66K
|
20.6K
$1.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
65+ 0.33% |
$6.66K - $7.54K
|
19.9K
$1.78M
|
|
|
Jan 10, 2022
Q4 2021
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
64+ 1.51% |
$6.56K - $7.42K
|
4.3K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
63+ 0.82% |
$6.46K - $7.31K
|
7.73K
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
62+ 0.26% |
$6.36K - $7.19K
|
23.9K
$2.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
61+ 1.27% |
$6.25K - $7.08K
|
4.85K
$432K
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
61+ 1.6% |
$6.25K - $7.08K
|
3.87K
$345K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
60+ 2.81% |
$6.15K - $6.96K
|
2.2K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
59New |
$6.05K - $6.84K
|
59
$5.26K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
57+ 1.03% |
$5.84K - $6.61K
|
5.6K
$500K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
57+ 2.61% |
$5.84K - $6.61K
|
2.24K
$200K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
56+ 1.82% |
$5.74K - $6.5K
|
3.13K
$279K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
55+ 0.23% |
$5.64K - $6.38K
|
23.5K
$2.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
55+ 0.26% |
$5.64K - $6.38K
|
21.4K
$1.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
54+ 0.55% |
$5.54K - $6.26K
|
9.9K
$883K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
53+ 0.88% |
$5.43K - $6.15K
|
6.1K
$544K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
52+ 1.95% |
$5.33K - $6.03K
|
2.72K
$243K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50New |
$5.13K - $5.8K
|
50
$4.46K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
47New |
$4.82K - $5.45K
|
47
$4.19K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
46+ 1.29% |
$4.72K - $5.34K
|
3.61K
$322K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
46New |
$4.72K - $5.34K
|
46
$4.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
45+ 0.38% |
$4.61K - $5.22K
|
12K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
45+ 0.05% |
$4.61K - $5.22K
|
89.3K
$7.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
44New |
$4.51K - $5.1K
|
44
$3.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
43+ 1.57% |
$4.41K - $4.99K
|
2.78K
$248K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
43+ 1.73% |
$4.41K - $4.99K
|
2.53K
$225K
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
41+ 1.75% |
$4.2K - $4.76K
|
2.39K
$213K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.73% |
$4.1K - $4.64K
|
5.55K
$495K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
40+ 0.46% |
$4.1K - $4.64K
|
8.72K
$778K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
39+ 650.0% |
$4K - $4.52K
|
45
$4.02K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
39+ 0.21% |
$4K - $4.52K
|
18.9K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
38+ 1.88% |
$3.9K - $4.41K
|
2.06K
$184K
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
35+ 0.2% |
$3.59K - $4.06K
|
17.7K
$1.58M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
35+ 0.37% |
$3.59K - $4.06K
|
9.4K
$839K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
34+ 0.37% |
$3.49K - $3.94K
|
9.17K
$818K
|