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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
671+ 4.27% |
$51.1K - $59.1K
|
16.4K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
670+ 3.11% |
$51K - $59K
|
22.2K
$2.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
668+ 0.5% |
$50.9K - $58.8K
|
135K
$13M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
667+ 4.81% |
$50.8K - $58.8K
|
14.5K
$1.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
666+ 1.93% |
$50.7K - $58.7K
|
35.1K
$3.38M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
663New |
$50.5K - $58.4K
|
663
$63.8K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
663New |
$50.5K - $58.4K
|
663
$63.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
661+ 38.52% |
$50.3K - $58.2K
|
2.38K
$229K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
639+ 16.48% |
$48.7K - $56.3K
|
4.52K
$435K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
634New |
$48.3K - $55.8K
|
634
$61K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
632+ 4.09% |
$48.1K - $55.7K
|
16.1K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
629+ 4.92% |
$47.9K - $55.4K
|
13.4K
$1.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
624+ 5.73% |
$47.5K - $55K
|
11.5K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
606+ 0.08% |
$46.1K - $53.4K
|
752K
$72.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
595+ 17.17% |
$45.3K - $52.4K
|
4.06K
$391K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
587+ 16.94% |
$44.7K - $51.7K
|
4.05K
$390K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
583New |
$44.4K - $51.4K
|
583
$56.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
583New |
$44.4K - $51.4K
|
583
$56.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
580+ 1.45% |
$44.2K - $51.1K
|
40.5K
$3.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
579+ 5.99% |
$44.1K - $51K
|
10.2K
$985K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
570+ 8.43% |
$43.4K - $50.2K
|
7.34K
$706K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
555+ 1.11% |
$42.3K - $48.9K
|
50.5K
$4.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
551+ 12.92% |
$42K - $48.5K
|
4.82K
$463K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
550+ 3.58% |
$41.9K - $48.4K
|
15.9K
$1.53M
|
|
|
Jan 04, 2023
Q4 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
549+ 1.41% |
$41.8K - $48.4K
|
39.4K
$3.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
549+ 102.23% |
$41.8K - $48.4K
|
1.09K
$105K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
547+ 0.87% |
$41.6K - $48.2K
|
63.7K
$6.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
543+ 2.86% |
$41.3K - $47.8K
|
19.5K
$1.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
522New |
$39.7K - $46K
|
522
$50.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
520+ 7.45% |
$39.6K - $45.8K
|
7.5K
$722K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
506New |
$38.5K - $44.6K
|
506
$48.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
500+ 7.73% |
$38.1K - $44K
|
6.97K
$670K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
500+ 301.2% |
$38.1K - $44K
|
666
$64.1K
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
495+ 3.57% |
$37.7K - $43.6K
|
14.4K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
494+ 0.61% |
$37.6K - $43.5K
|
81K
$7.8M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
493+ 1.81% |
$37.5K - $43.4K
|
27.8K
$2.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
492+ 17.44% |
$37.5K - $43.3K
|
3.31K
$319K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
487+ 11.04% |
$37.1K - $42.9K
|
4.9K
$471K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
485+ 7.27% |
$36.9K - $42.7K
|
7.16K
$689K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
478+ 5.63% |
$36.4K - $42.1K
|
8.97K
$863K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
474+ 1.09% |
$36.1K - $41.8K
|
43.8K
$4.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
467+ 11.79% |
$35.6K - $41.1K
|
4.43K
$426K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
461+ 31.53% |
$35.1K - $40.6K
|
1.92K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
461New |
$35.1K - $40.6K
|
461
$44.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
457+ 3.11% |
$34.8K - $40.3K
|
15.2K
$1.46M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
452New |
$34.4K - $39.8K
|
452
$43.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
450+ 7.6% |
$34.3K - $39.6K
|
6.37K
$613K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
446+ 0.79% |
$34K - $39.3K
|
57.1K
$5.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
446+ 13.82% |
$34K - $39.3K
|
3.67K
$354K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
423+ 1.56% |
$32.2K - $37.3K
|
27.6K
$2.66M
|