Purchases and Sales Made in Q4 2022 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q4 2022. 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 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.08K+ 2.04% |
$158K - $183K
|
104K
$10.2M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.08K+ 0.47% |
$158K - $183K
|
448K
$44.2M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
2.08K+ 0.47% |
$158K - $183K
|
448K
$44.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.04K+ 13.8% |
$155K - $180K
|
16.8K
$1.66M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.02K+ 49.1% |
$154K - $178K
|
6.13K
$604K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2K+ 75.16% |
$152K - $176K
|
4.65K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.99K+ 0.25% |
$152K - $175K
|
792K
$78.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.95K+ 89.66% |
$148K - $172K
|
4.13K
$407K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 3.57% |
$147K - $170K
|
56.1K
$5.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.89KNew |
$144K - $167K
|
1.89K
$187K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.89K+ 728.57% |
$144K - $166K
|
2.15K
$212K
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.89K+ 12.21% |
$144K - $166K
|
17.3K
$1.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.88K+ 4.56% |
$143K - $165K
|
43K
$4.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.87K+ 36.33% |
$143K - $165K
|
7.03K
$693K
|
|
|
Jan 31, 2023
Q4 2022
|
Trustees Of The Smith College
|
BUY
|
- |
1.87K+ 1.39% |
$142K - $165K
|
137K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.87K+ 8.0% |
$142K - $164K
|
25.2K
$2.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.86K+ 9.2% |
$142K - $164K
|
22.1K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.85K+ 1.31% |
$141K - $163K
|
144K
$14.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1.85K+ 4.76% |
$141K - $163K
|
40.8K
$4.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.85K+ 2.42% |
$141K - $163K
|
78.1K
$7.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
1.84K+ 7.3% |
$140K - $162K
|
27.1K
$2.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.84K+ 1.88% |
$140K - $162K
|
99.5K
$9.81M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
1.84K+ 2.01% |
$140K - $162K
|
93.3K
$9.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.83K+ 0.56% |
$139K - $161K
|
330K
$32.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 10.77% |
$139K - $161K
|
18.8K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.81KNew |
$138K - $159K
|
1.81K
$178K
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.79K+ 10.19% |
$137K - $158K
|
19.4K
$1.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.76K+ 0.55% |
$134K - $155K
|
320K
$31.5M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.76KNew |
$134K - $155K
|
1.76K
$174K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.74K+ 57.14% |
$133K - $153K
|
4.79K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.67K+ 2.21% |
$127K - $147K
|
77.5K
$7.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
1.67K+ 5.4% |
$127K - $147K
|
32.6K
$3.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1.65K+ 3.32% |
$125K - $145K
|
51.3K
$5.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.64K+ 9.85% |
$125K - $144K
|
18.3K
$1.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.62K+ 5.65% |
$123K - $143K
|
30.3K
$2.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
1.62K+ 49.69% |
$123K - $143K
|
4.89K
$482K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.62K+ 1.34% |
$123K - $143K
|
123K
$12.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.61K+ 2.05% |
$122K - $141K
|
79.9K
$7.88M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.59K+ 3.86% |
$121K - $140K
|
42.7K
$4.21M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.59K+ 52.64% |
$121K - $140K
|
4.61K
$454K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.58K+ 2.21% |
$120K - $139K
|
73K
$7.19M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
1.58K+ 45.34% |
$120K - $139K
|
5.05K
$498K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.55K+ 21.33% |
$118K - $136K
|
8.79K
$867K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
BUY
|
- |
1.55K+ 10.5% |
$118K - $136K
|
16.3K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.52K+ 198.04% |
$116K - $134K
|
2.28K
$225K
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.51K+ 11.74% |
$115K - $133K
|
14.4K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.51K+ 186.05% |
$115K - $133K
|
2.32K
$228K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.5K+ 15.85% |
$115K - $132K
|
11K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.46K+ 14.29% |
$111K - $128K
|
11.7K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 18.27% |
$110K - $127K
|
9.34K
$921K
|