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
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-82- 1.23% |
$8.41K - $9.51K
|
6.58K
$587K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-87- 5.8% |
$8.92K - $10.1K
|
1.41K
$126K
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-88- 0.1% |
$9.02K - $10.2K
|
85.8K
$7.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-89- 3.75% |
$9.13K - $10.3K
|
2.28K
$204K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-89- 2.81% |
$9.13K - $10.3K
|
3.07K
$274K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-90- 1.47% |
$9.23K - $10.4K
|
6.03K
$538K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-90- 1.46% |
$9.23K - $10.4K
|
6.06K
$541K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-94Closed |
$9.64K - $10.9K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-96Closed |
$9.84K - $11.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-97Closed |
$9.95K - $11.3K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-100- 1.86% |
$10.3K - $11.6K
|
5.28K
$471K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-100- 3.01% |
$10.3K - $11.6K
|
3.22K
$287K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 6.04% |
$10.3K - $11.6K
|
1.56K
$139K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-104- 1.13% |
$10.7K - $12.1K
|
9.08K
$810K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-105- 3.09% |
$10.8K - $12.2K
|
3.29K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-107- 3.48% |
$11K - $12.4K
|
2.97K
$265K
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-108- 3.22% |
$11.1K - $12.5K
|
3.24K
$289K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-110- 1.21% |
$11.3K - $12.8K
|
8.98K
$801K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-111- 4.71% |
$11.4K - $12.9K
|
2.24K
$200K
|
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-111- 0.31% |
$11.4K - $12.9K
|
35.2K
$3.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-112- 4.43% |
$11.5K - $13K
|
2.42K
$216K
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-118- 0.74% |
$12.1K - $13.7K
|
15.7K
$1.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-120- 3.51% |
$12.3K - $13.9K
|
3.3K
$294K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-121- 1.58% |
$12.4K - $14K
|
7.55K
$674K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-121- 3.96% |
$12.4K - $14K
|
2.94K
$262K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-125- 0.76% |
$12.8K - $14.5K
|
16.3K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-125- 17.88% |
$12.8K - $14.5K
|
574
$51.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-129- 1.65% |
$13.2K - $15K
|
7.7K
$687K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-130- 1.78% |
$13.3K - $15.1K
|
7.19K
$641K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-132- 3.34% |
$13.5K - $15.3K
|
3.82K
$341K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-138- 6.85% |
$14.1K - $16K
|
1.88K
$167K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-140- 21.51% |
$14.4K - $16.2K
|
511
$45.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-144- 2.85% |
$14.8K - $16.7K
|
4.91K
$438K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-146Closed |
$15K - $16.9K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-146Closed |
$15K - $16.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 12.37% |
$15.4K - $17.4K
|
1.06K
$94.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-151- 3.31% |
$15.5K - $17.5K
|
4.41K
$394K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-156- 0.83% |
$16K - $18.1K
|
18.6K
$1.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-156- 8.63% |
$16K - $18.1K
|
1.65K
$147K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-162- 16.23% |
$16.6K - $18.8K
|
836
$74.6K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-164- 2.72% |
$16.8K - $19K
|
5.86K
$523K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-165- 1.46% |
$16.9K - $19.1K
|
11.1K
$995K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-165- 26.61% |
$16.9K - $19.1K
|
455
$40.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-168- 0.5% |
$17.2K - $19.5K
|
33.7K
$3M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-170- 0.36% |
$17.4K - $19.7K
|
46.4K
$4.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-173- 1.75% |
$17.7K - $20.1K
|
9.71K
$867K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-180- 8.16% |
$18.5K - $20.9K
|
2.03K
$181K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-181Closed |
$18.6K - $21K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-183- 4.41% |
$18.8K - $21.2K
|
3.96K
$354K
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
SELL
|
- |
-185- 5.88% |
$19K - $21.5K
|
2.96K
$264K
|