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 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
1.43KNew |
$109K - $126K
|
1.43K
$138K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.41K+ 7.98% |
$107K - $124K
|
19.1K
$1.84M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.41K+ 28.0% |
$107K - $124K
|
6.45K
$620K
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.4K+ 38.55% |
$107K - $124K
|
5.04K
$485K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.4K+ 28.19% |
$107K - $124K
|
6.38K
$614K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
1.4K+ 52.79% |
$107K - $123K
|
4.05K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.37K+ 5.4% |
$104K - $121K
|
26.7K
$2.57M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 13.55% |
$104K - $121K
|
11.5K
$1.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.37K+ 29.6% |
$104K - $120K
|
5.98K
$575K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.36K+ 2.94% |
$104K - $120K
|
47.7K
$4.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.35K+ 8.83% |
$103K - $119K
|
16.6K
$1.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
1.35K+ 8.68% |
$103K - $119K
|
16.9K
$1.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.34K+ 3.67% |
$102K - $118K
|
37.9K
$3.65M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.33K+ 4.76% |
$101K - $117K
|
29.2K
$2.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.32K+ 7.32% |
$100K - $116K
|
19.3K
$1.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.32K+ 2.6% |
$100K - $116K
|
51.9K
$4.99M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.31K+ 19.01% |
$100K - $116K
|
8.23K
$792K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.31K+ 8.38% |
$100K - $116K
|
17K
$1.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.31K+ 9.98% |
$99.6K - $115K
|
14.4K
$1.39M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.3K+ 18.32% |
$98.8K - $114K
|
8.38K
$806K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.29K+ 42.44% |
$97.8K - $113K
|
4.31K
$415K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
1.26K+ 5.31% |
$96.2K - $111K
|
25.1K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.26K+ 10.71% |
$96.2K - $111K
|
13.1K
$1.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
1.25K+ 2.65% |
$95.4K - $110K
|
48.6K
$4.67M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$95.2K - $110K
|
1.25K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.25K+ 9.69% |
$95K - $110K
|
14.1K
$1.36M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.24K+ 2.12% |
$94.7K - $110K
|
59.9K
$5.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.24K+ 9.99% |
$94.2K - $109K
|
13.6K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.24K+ 4.08% |
$94.1K - $109K
|
31.6K
$3.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.23K+ 27.66% |
$93.9K - $109K
|
5.69K
$548K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.23K+ 70.02% |
$93.9K - $109K
|
2.99K
$288K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.21K+ 5.25% |
$92.4K - $107K
|
24.3K
$2.34M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.19K+ 7.36% |
$90.3K - $104K
|
17.3K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.18K+ 15.49% |
$89.8K - $104K
|
8.8K
$847K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.17K+ 6.46% |
$88.9K - $103K
|
19.2K
$1.85M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 6.46% |
$88.9K - $103K
|
19.2K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.14K+ 7.94% |
$86.7K - $100K
|
15.5K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.13K+ 6.2% |
$85.8K - $99.3K
|
19.3K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.12K+ 6.2% |
$85K - $98.4K
|
19.1K
$1.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.12K+ 8.04% |
$84.9K - $98.2K
|
15K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.1K+ 24.72% |
$83.8K - $97K
|
5.56K
$535K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.1K+ 14.98% |
$83.4K - $96.5K
|
8.41K
$809K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.09K+ 2.32% |
$82.9K - $95.9K
|
48K
$4.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.09K+ 2.74% |
$82.8K - $95.8K
|
40.9K
$3.93M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 2.67% |
$82.5K - $95.5K
|
41.7K
$4.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.08K+ 20.7% |
$82.4K - $95.3K
|
6.31K
$607K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.07K+ 3.32% |
$81.5K - $94.3K
|
33.4K
$3.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.05K+ 8.34% |
$79.6K - $92.1K
|
13.6K
$1.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.02K+ 3.52% |
$78K - $90.2K
|
30.1K
$2.9M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.02K+ 12.87% |
$77.4K - $89.6K
|
8.92K
$859K
|