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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-353- 5.3% |
$36.2K - $41K
|
6.31K
$563K
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-355- 1.6% |
$36.4K - $41.2K
|
21.8K
$1.95M
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-356- 9.15% |
$36.5K - $41.3K
|
3.53K
$315K
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-360- 9.39% |
$36.9K - $41.8K
|
3.47K
$310K
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-361- 8.09% |
$37K - $41.9K
|
4.1K
$366K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-361- 28.27% |
$37K - $41.9K
|
916
$81.7K
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-369- 12.04% |
$37.8K - $42.8K
|
2.7K
$241K
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-372- 5.99% |
$38.1K - $43.2K
|
5.84K
$521K
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-372- 9.2% |
$38.1K - $43.2K
|
3.67K
$328K
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-374- 9.43% |
$38.3K - $43.4K
|
3.59K
$320K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-378- 4.47% |
$38.8K - $43.9K
|
8.07K
$720K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-404- 17.14% |
$41.4K - $46.9K
|
1.95K
$174K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-406- 2.86% |
$41.6K - $47.1K
|
13.8K
$1.23M
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-410- 1.18% |
$42K - $47.6K
|
34.3K
$3.06M
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-413- 1.07% |
$42.3K - $47.9K
|
38.1K
$3.4M
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
SELL
|
- |
-435- 6.58% |
$44.6K - $50.5K
|
6.18K
$551K
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-438- 1.73% |
$44.9K - $50.8K
|
24.8K
$2.21M
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-441- 0.96% |
$45.2K - $51.2K
|
45.6K
$4.07M
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-448- 8.23% |
$45.9K - $52K
|
5K
$446K
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-450- 0.68% |
$46.1K - $52.2K
|
65.6K
$5.86M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-452- 11.01% |
$46.3K - $52.4K
|
3.66K
$326K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-470- 18.17% |
$48.2K - $54.5K
|
2.12K
$189K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-473- 0.77% |
$48.5K - $54.9K
|
60.7K
$5.42M
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-475- 12.84% |
$48.7K - $55.1K
|
3.23K
$288K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-484- 46.54% |
$49.6K - $56.1K
|
556
$49.6K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-498- 6.54% |
$51.1K - $57.8K
|
7.11K
$635K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-498- 6.54% |
$51.1K - $57.8K
|
7.11K
$635K
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-499Closed |
$51.2K - $57.9K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-499- 26.66% |
$51.2K - $57.9K
|
1.37K
$123K
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-500- 19.78% |
$51.3K - $58K
|
2.03K
$181K
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-510- 4.6% |
$52.3K - $59.2K
|
10.6K
$943K
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-514- 0.49% |
$52.7K - $59.6K
|
104K
$9.25M
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-515- 5.93% |
$52.8K - $59.7K
|
8.17K
$729K
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-518- 59.27% |
$53.1K - $60.1K
|
356
$31.8K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-518- 1.84% |
$53.1K - $60.1K
|
27.7K
$2.47M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-535- 1.68% |
$54.9K - $62.1K
|
31.4K
$2.8M
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-538Closed |
$55.2K - $62.4K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-543Closed |
$55.7K - $63K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-550- 7.52% |
$56.4K - $63.8K
|
6.76K
$603K
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-553- 1.57% |
$56.7K - $64.2K
|
34.7K
$3.09M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-555- 14.03% |
$56.9K - $64.4K
|
3.4K
$303K
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-561- 6.02% |
$57.5K - $65.1K
|
8.76K
$782K
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-561- 4.71% |
$57.5K - $65.1K
|
11.3K
$1.01M
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-565- 3.39% |
$57.9K - $65.5K
|
16.1K
$1.44M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-566- 4.73% |
$58K - $65.7K
|
11.4K
$1.02M
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-567- 1.29% |
$58.1K - $65.8K
|
43.3K
$3.86M
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-569- 22.06% |
$58.3K - $66K
|
2.01K
$179K
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-571- 11.0% |
$58.5K - $66.2K
|
4.62K
$412K
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-583- 8.19% |
$59.8K - $67.6K
|
6.53K
$583K
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-585- 91.69% |
$60K - $67.9K
|
53
$4.73K
|