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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-10- 0.11% |
$1.03K - $1.16K
|
9.02K
$805K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-15- 2.38% |
$1.54K - $1.74K
|
615
$54.9K
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-16- 0.47% |
$1.64K - $1.86K
|
3.35K
$299K
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-16- 0.19% |
$1.64K - $1.86K
|
8.53K
$761K
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-18- 0.2% |
$1.85K - $2.09K
|
9.14K
$815K
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-21- 0.2% |
$2.15K - $2.44K
|
10.5K
$933K
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-24- 2.34% |
$2.46K - $2.78K
|
1K
$89.5K
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25- 0.83% |
$2.56K - $2.9K
|
3K
$267K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-28- 3.46% |
$2.87K - $3.25K
|
782
$69.8K
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-28- 0.47% |
$2.87K - $3.25K
|
5.94K
$530K
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-28- 0.06% |
$2.87K - $3.25K
|
44.5K
$3.97M
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-30- 0.77% |
$3.08K - $3.48K
|
3.85K
$343K
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-33- 4.31% |
$3.38K - $3.83K
|
732
$65.3K
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-34- 0.86% |
$3.49K - $3.94K
|
3.91K
$349K
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-34- 0.34% |
$3.49K - $3.94K
|
9.98K
$890K
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-35- 0.21% |
$3.59K - $4.06K
|
16.8K
$1.5M
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-36- 1.05% |
$3.69K - $4.18K
|
3.39K
$302K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-37- 10.82% |
$3.79K - $4.29K
|
305
$27.2K
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-39- 0.05% |
$4K - $4.52K
|
76.6K
$6.84M
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-41Closed |
$4.2K - $4.76K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-43- 17.13% |
$4.41K - $4.99K
|
208
$18.6K
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-46- 1.95% |
$4.72K - $5.34K
|
2.32K
$207K
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-47- 0.89% |
$4.82K - $5.45K
|
5.24K
$468K
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-47- 0.89% |
$4.82K - $5.45K
|
5.24K
$468K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-50- 38.17% |
$5.13K - $5.8K
|
81
$7.23K
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 0.2% |
$5.13K - $5.8K
|
25.2K
$2.25M
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-50- 2.02% |
$5.13K - $5.8K
|
2.42K
$216K
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-51- 0.57% |
$5.23K - $5.92K
|
8.86K
$790K
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-54- 9.0% |
$5.54K - $6.26K
|
546
$48.7K
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-55- 0.02% |
$5.64K - $6.38K
|
221K
$19.7M
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
SELL
|
- |
-55- 2.61% |
$5.64K - $6.38K
|
2.05K
$183K
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-57- 2.47% |
$5.84K - $6.61K
|
2.25K
$201K
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-60- 0.45% |
$6.15K - $6.96K
|
13.3K
$1.19M
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-63- 0.41% |
$6.46K - $7.31K
|
15.4K
$1.37M
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-64- 1.76% |
$6.56K - $7.42K
|
3.57K
$318K
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-65- 0.04% |
$6.66K - $7.54K
|
174K
$15.5M
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-69- 0.71% |
$7.07K - $8K
|
9.66K
$862K
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-70- 0.5% |
$7.18K - $8.12K
|
14K
$1.25M
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-70Closed |
$7.18K - $8.12K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-71Closed |
$7.28K - $8.24K
|
0
$0
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-71- 1.38% |
$7.28K - $8.24K
|
5.09K
$454K
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-72- 1.41% |
$7.38K - $8.35K
|
5.02K
$448K
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-73- 0.2% |
$7.48K - $8.47K
|
36.6K
$3.27M
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-75- 0.46% |
$7.69K - $8.7K
|
16.3K
$1.46M
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-76- 2.73% |
$7.79K - $8.82K
|
2.7K
$241K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-77- 63.64% |
$7.89K - $8.93K
|
44
$3.93K
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-79- 2.55% |
$8.1K - $9.16K
|
3.01K
$269K
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-80- 11.75% |
$8.2K - $9.28K
|
601
$53.6K
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-81- 0.72% |
$8.3K - $9.4K
|
11.2K
$1M
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-82- 4.1% |
$8.41K - $9.51K
|
1.92K
$171K
|