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 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.26K+ 10.8% |
$437K - $494K
|
43.7K
$4.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.24K+ 19.74% |
$435K - $492K
|
25.7K
$2.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.22KNew |
$433K - $490K
|
4.22K
$393K
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
BUY
|
- |
4.18KNew |
$428K - $484K
|
4.18K
$389K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.17KNew |
$428K - $484K
|
4.17K
$388K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
4.15K+ 2.88% |
$425K - $481K
|
148K
$13.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.1KNew |
$421K - $476K
|
4.1K
$382K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.1K+ 12.69% |
$420K - $476K
|
36.4K
$3.39M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.1K+ 12.69% |
$420K - $476K
|
36.4K
$3.39M
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.08K+ 12.73% |
$418K - $473K
|
36.1K
$3.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.07K+ 64.9% |
$418K - $472K
|
10.3K
$963K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.07KNew |
$417K - $472K
|
4.07K
$379K
|
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.04K+ 19.2% |
$415K - $469K
|
25.1K
$2.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
4.01K+ 3.92% |
$411K - $465K
|
106K
$9.88M
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
3.98KNew |
$408K - $461K
|
3.98K
$370K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.91K+ 7.41% |
$401K - $454K
|
56.7K
$5.28M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.91K+ 8.54% |
$401K - $453K
|
49.7K
$4.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.9K+ 621.53% |
$400K - $452K
|
4.52K
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
3.86K+ 1.44% |
$396K - $448K
|
272K
$25.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
3.79K+ 6.91% |
$388K - $440K
|
58.7K
$5.46M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3.78KNew |
$388K - $439K
|
3.78K
$352K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.78K+ 51.55% |
$388K - $439K
|
11.1K
$1.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.77KNew |
$387K - $438K
|
3.77K
$351K
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.77KNew |
$387K - $437K
|
3.77K
$351K
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.77KNew |
$386K - $437K
|
3.77K
$350K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.73KNew |
$382K - $433K
|
3.73K
$347K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
3.71K+ 17.47% |
$380K - $430K
|
24.9K
$2.32M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.71KNew |
$380K - $430K
|
3.71K
$345K
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
3.7K+ 35.82% |
$379K - $429K
|
14K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
3.64K+ 13.96% |
$373K - $422K
|
29.7K
$2.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.62KNew |
$371K - $420K
|
3.62K
$337K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.59K+ 2.46% |
$368K - $416K
|
150K
$13.9M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
3.57KNew |
$366K - $414K
|
3.57K
$332K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.55K+ 2.23% |
$364K - $411K
|
162K
$15.1M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
3.54KNew |
$363K - $410K
|
3.54K
$329K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
3.47K+ 45.87% |
$356K - $403K
|
11K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.45KNew |
$354K - $400K
|
3.45K
$321K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.43K+ 0.8% |
$351K - $397K
|
430K
$40M
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.4KNew |
$349K - $395K
|
3.4K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.4K+ 160.88% |
$349K - $395K
|
5.52K
$513K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.4KNew |
$348K - $394K
|
3.4K
$316K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.39K+ 105.81% |
$347K - $393K
|
6.59K
$613K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
3.37K+ 4.94% |
$345K - $391K
|
71.6K
$6.67M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.36KNew |
$344K - $389K
|
3.36K
$312K
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.34KNew |
$342K - $387K
|
3.34K
$311K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.33KNew |
$341K - $386K
|
3.33K
$310K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.33KNew |
$341K - $386K
|
3.33K
$309K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.3K+ 9.87% |
$339K - $383K
|
36.8K
$3.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.3KNew |
$338K - $382K
|
3.3K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
3.27K+ 19.67% |
$335K - $379K
|
19.9K
$1.85M
|