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 07, 2022
Q4 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
39KNew |
$4M - $4.52M
|
39K
$3.63M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
38.5KNew |
$3.95M - $4.47M
|
38.5K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
37.9KNew |
$3.89M - $4.4M
|
37.9K
$3.53M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
37.9K+ 178.99% |
$3.88M - $4.39M
|
59K
$5.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
37.6KNew |
$3.86M - $4.37M
|
37.6K
$3.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
37.5KNew |
$3.84M - $4.35M
|
37.5K
$3.49M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.2K+ 4.49% |
$3.82M - $4.32M
|
867K
$80.7M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
37K+ 72.38% |
$3.8M - $4.3M
|
88.2K
$8.21M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
36.8KNew |
$3.77M - $4.27M
|
36.8K
$3.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
36.6K+ 254.17% |
$3.76M - $4.25M
|
51.1K
$4.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
36.2KNew |
$3.71M - $4.2M
|
36.2K
$3.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
35KNew |
$3.59M - $4.06M
|
35K
$3.26M
|
|
|
Jan 25, 2022
Q4 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
34.9K+ 4.71% |
$3.58M - $4.05M
|
776K
$72.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
34.7K+ 301.4% |
$3.55M - $4.02M
|
46.2K
$4.3M
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
34.6KNew |
$3.55M - $4.02M
|
34.6K
$3.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
34.4KNew |
$3.53M - $3.99M
|
34.4K
$3.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
34.4K+ 20.52% |
$3.53M - $3.99M
|
202K
$18.8M
|
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
32.8KNew |
$3.36M - $3.8M
|
32.8K
$3.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
31.6K+ 1052.43% |
$3.24M - $3.67M
|
34.6K
$3.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
31.4KNew |
$3.22M - $3.64M
|
31.4K
$2.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
30.8KNew |
$3.16M - $3.57M
|
30.8K
$2.87M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
30.6KNew |
$3.14M - $3.56M
|
30.6K
$2.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
30.6KNew |
$3.13M - $3.55M
|
30.6K
$2.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
30.4K+ 95.66% |
$3.11M - $3.52M
|
62.1K
$5.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.3K+ 39.71% |
$3.1M - $3.51M
|
106K
$9.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
27KNew |
$2.77M - $3.13M
|
27K
$2.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
26.6KNew |
$2.73M - $3.09M
|
26.6K
$2.48M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
25.6K+ 137.46% |
$2.63M - $2.97M
|
44.3K
$4.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
25.3K+ 3.44% |
$2.6M - $2.94M
|
761K
$70.9M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
25.3K+ 3.44% |
$2.6M - $2.94M
|
761K
$70.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.2K+ 381.04% |
$2.58M - $2.92M
|
31.8K
$2.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
25.1KNew |
$2.58M - $2.92M
|
25.1K
$2.34M
|
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
24.1K+ 191.27% |
$2.47M - $2.8M
|
36.7K
$3.42M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
23.9KNew |
$2.45M - $2.77M
|
23.9K
$2.22M
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
23.6KNew |
$2.42M - $2.74M
|
23.6K
$2.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
23.5KNew |
$2.41M - $2.72M
|
23.5K
$2.19M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
23.3K+ 6.82% |
$2.39M - $2.7M
|
365K
$33.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
23K+ 140.93% |
$2.36M - $2.67M
|
39.3K
$3.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
22.9K+ 86.81% |
$2.34M - $2.65M
|
49.2K
$4.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.4K+ 3.41% |
$2.3M - $2.6M
|
679K
$63.2M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
22.2KNew |
$2.28M - $2.58M
|
22.2K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22.1K+ 2.56% |
$2.27M - $2.57M
|
888K
$82.7M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
21.8K+ 7.05% |
$2.24M - $2.53M
|
331K
$30.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
21.7K+ 5.87% |
$2.22M - $2.51M
|
391K
$36.4M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21.6K+ 11.98% |
$2.22M - $2.51M
|
202K
$18.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.6K+ 3.33% |
$2.22M - $2.51M
|
671K
$62.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21K+ 81.41% |
$2.15M - $2.43M
|
46.7K
$4.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.9K+ 20.18% |
$2.14M - $2.42M
|
124K
$11.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.5K+ 10.04% |
$2.1M - $2.38M
|
225K
$20.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
19.8KNew |
$2.03M - $2.3M
|
19.8K
$1.85M
|