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 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
260+ 5.45% |
$19.8K - $22.9K
|
5.03K
$496K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
260+ 1.68% |
$19.8K - $22.9K
|
15.7K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
257+ 2.54% |
$19.6K - $22.6K
|
10.4K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
256+ 1.0% |
$19.5K - $22.6K
|
25.9K
$2.55M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
255+ 1.35% |
$19.4K - $22.5K
|
19.1K
$1.88M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
250New |
$19K - $22K
|
250
$24.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
247+ 7.4% |
$18.8K - $21.8K
|
3.59K
$354K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
244+ 2.45% |
$18.6K - $21.5K
|
10.2K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
242+ 2.89% |
$18.4K - $21.3K
|
8.61K
$849K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
231+ 5.88% |
$17.6K - $20.3K
|
4.16K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
225+ 3.74% |
$17.1K - $19.8K
|
6.24K
$615K
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
219+ 0.78% |
$16.7K - $19.3K
|
28.2K
$2.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
216+ 9.06% |
$16.4K - $19K
|
2.6K
$256K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
209+ 2.82% |
$15.9K - $18.4K
|
7.61K
$750K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
207+ 4.01% |
$15.8K - $18.2K
|
5.37K
$530K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
203+ 3.81% |
$15.5K - $17.9K
|
5.53K
$545K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
197+ 4.47% |
$15K - $17.4K
|
4.61K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
189+ 4.08% |
$14.4K - $16.6K
|
4.82K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
188+ 7.2% |
$14.3K - $16.6K
|
2.8K
$276K
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
186+ 3.22% |
$14.2K - $16.4K
|
5.96K
$587K
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
184+ 5.89% |
$14K - $16.2K
|
3.31K
$326K
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
181+ 6.93% |
$13.8K - $15.9K
|
2.79K
$275K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
175+ 5.38% |
$13.3K - $15.4K
|
3.43K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
174+ 4.55% |
$13.2K - $15.3K
|
4K
$394K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
171New |
$13K - $15.1K
|
171
$16.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
171New |
$13K - $15.1K
|
171
$16.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
170+ 0.86% |
$12.9K - $15K
|
19.9K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
166+ 3.54% |
$12.6K - $14.6K
|
4.85K
$478K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
165+ 0.59% |
$12.6K - $14.5K
|
28.1K
$2.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
164+ 0.83% |
$12.5K - $14.4K
|
20K
$1.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
163New |
$12.4K - $14.4K
|
163
$16.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
161New |
$12.3K - $14.2K
|
161
$15.9K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
159+ 1.96% |
$12.1K - $14K
|
8.26K
$814K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
158New |
$12K - $13.9K
|
158
$15.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
157+ 2.69% |
$12K - $13.8K
|
6K
$591K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
152+ 524.14% |
$11.6K - $13.4K
|
181
$17.8K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
144+ 45.0% |
$11K - $12.7K
|
464
$45.8K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
143+ 2.71% |
$10.9K - $12.6K
|
5.42K
$534K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
138+ 8.48% |
$10.5K - $12.2K
|
1.77K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
137+ 0.44% |
$10.4K - $12.1K
|
31.2K
$3.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
136+ 2.49% |
$10.4K - $12K
|
5.6K
$552K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
134+ 5.56% |
$10.2K - $11.8K
|
2.55K
$251K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
133+ 1.98% |
$10.1K - $11.7K
|
6.84K
$675K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
120+ 4.52% |
$9.14K - $10.6K
|
2.77K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
115New |
$8.76K - $10.1K
|
115
$11.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
112+ 3.05% |
$8.53K - $9.87K
|
3.79K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
109+ 1.41% |
$8.3K - $9.6K
|
7.83K
$772K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
104+ 0.56% |
$7.92K - $9.16K
|
18.7K
$1.84M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
104+ 0.56% |
$7.92K - $9.16K
|
18.7K
$1.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
102+ 2.75% |
$7.77K - $8.99K
|
3.81K
$376K
|