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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 26.01% |
$77.2K - $89.3K
|
4.91K
$473K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
1.01K+ 6.35% |
$77.1K - $89.2K
|
17K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1K+ 13.89% |
$76.1K - $88.1K
|
8.2K
$789K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
994+ 22.37% |
$75.7K - $87.6K
|
5.44K
$523K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
984New |
$74.9K - $86.7K
|
984
$94.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
980+ 3.57% |
$74.6K - $86.3K
|
28.4K
$2.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
974+ 11.57% |
$74.2K - $85.8K
|
9.39K
$904K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
968+ 13.56% |
$73.7K - $85.3K
|
8.11K
$780K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
963New |
$73.3K - $84.8K
|
963
$92.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
958New |
$72.9K - $84.4K
|
958
$92.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
953+ 6.67% |
$72.6K - $83.9K
|
15.2K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
942+ 23.03% |
$71.7K - $83K
|
5.03K
$484K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
939+ 1.1% |
$71.5K - $82.7K
|
86.5K
$8.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
934+ 324.31% |
$71.1K - $82.3K
|
1.22K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
925+ 5.73% |
$70.4K - $81.5K
|
17.1K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
921+ 28.06% |
$70.1K - $81.1K
|
4.2K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
907+ 6.49% |
$69.1K - $79.9K
|
14.9K
$1.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
894+ 155.21% |
$68.1K - $78.8K
|
1.47K
$141K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
882+ 25.89% |
$67.2K - $77.7K
|
4.29K
$413K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
864+ 3.43% |
$65.8K - $76.1K
|
26.1K
$2.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
861+ 0.86% |
$65.6K - $75.8K
|
100K
$9.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
844+ 0.7% |
$64.3K - $74.3K
|
122K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
841+ 2.18% |
$64K - $74.1K
|
39.4K
$3.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
821+ 8.7% |
$62.5K - $72.3K
|
10.3K
$987K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
812New |
$61.8K - $71.5K
|
812
$78.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
812+ 9.02% |
$61.8K - $71.5K
|
9.82K
$945K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
803+ 24.12% |
$61.1K - $70.7K
|
4.13K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
795+ 1169.12% |
$60.5K - $70K
|
863
$83.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
791+ 2.87% |
$60.2K - $69.7K
|
28.3K
$2.73M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
772+ 8.75% |
$58.8K - $68K
|
9.6K
$924K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
769+ 0.1% |
$58.6K - $67.7K
|
736K
$70.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
767+ 0.58% |
$58.4K - $67.6K
|
132K
$12.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
767+ 20.95% |
$58.4K - $67.6K
|
4.43K
$426K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
764+ 22.83% |
$58.2K - $67.3K
|
4.11K
$396K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
751+ 1.87% |
$57.2K - $66.2K
|
41K
$3.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
750+ 0.52% |
$57.1K - $66.1K
|
144K
$13.9M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
750+ 8.35% |
$57.1K - $66.1K
|
9.73K
$937K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
749New |
$57K - $66K
|
749
$72.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
742New |
$56.5K - $65.4K
|
742
$71.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
739+ 8.85% |
$56.3K - $65.1K
|
9.09K
$874K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
738+ 3.73% |
$56.2K - $65K
|
20.5K
$1.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
731+ 1.07% |
$55.7K - $64.4K
|
68.9K
$6.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
723+ 1.25% |
$55K - $63.7K
|
58.3K
$5.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
721+ 3.63% |
$54.9K - $63.5K
|
20.6K
$1.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
721+ 1.35% |
$54.9K - $63.5K
|
54K
$5.2M
|
|
|
Feb 14, 2023
Q4 2022
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
703+ 1.03% |
$53.5K - $61.9K
|
68.7K
$6.61M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
701New |
$53.4K - $61.8K
|
701
$67.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
684+ 0.74% |
$52.1K - $60.3K
|
92.9K
$8.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
680+ 5.72% |
$51.8K - $59.9K
|
12.6K
$1.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
676New |
$51.5K - $59.5K
|
676
$65.1K
|