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 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
102New |
$7.77K - $8.99K
|
102
$9.82K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
102+ 1.92% |
$7.77K - $8.99K
|
5.41K
$520K
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
101+ 1.23% |
$7.69K - $8.9K
|
8.32K
$800K
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
100+ 3.99% |
$7.61K - $8.81K
|
2.61K
$251K
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
100New |
$7.61K - $8.81K
|
100
$9.62K
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
98+ 0.69% |
$7.46K - $8.63K
|
14.3K
$1.37M
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
94+ 2.25% |
$7.16K - $8.28K
|
4.27K
$411K
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
94+ 25.07% |
$7.16K - $8.28K
|
469
$45.1K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
92+ 0.31% |
$7K - $8.1K
|
30K
$2.89M
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
92+ 2.54% |
$7K - $8.1K
|
3.72K
$358K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
83+ 0.26% |
$6.32K - $7.31K
|
32.4K
$3.11M
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
80+ 72.73% |
$6.09K - $7.05K
|
190
$18.3K
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
79+ 1.83% |
$6.02K - $6.96K
|
4.4K
$424K
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
77+ 1.16% |
$5.86K - $6.78K
|
6.74K
$649K
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
70+ 0.19% |
$5.33K - $6.17K
|
36.3K
$3.5M
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
68+ 680.0% |
$5.18K - $5.99K
|
78
$7.51K
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
67+ 0.86% |
$5.1K - $5.9K
|
7.86K
$757K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
66+ 16.71% |
$5.03K - $5.81K
|
461
$44.4K
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
64+ 1.96% |
$4.87K - $5.64K
|
3.33K
$321K
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
63+ 1.94% |
$4.8K - $5.55K
|
3.3K
$318K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
62New |
$4.72K - $5.46K
|
62
$5.97K
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
58+ 1.91% |
$4.42K - $5.11K
|
3.09K
$297K
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
56+ 1.41% |
$4.26K - $4.93K
|
4.02K
$387K
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
55+ 1.55% |
$4.19K - $4.84K
|
3.61K
$347K
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
54+ 1.11% |
$4.11K - $4.76K
|
4.9K
$472K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
54New |
$4.11K - $4.76K
|
54
$5.2K
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.9% |
$3.96K - $4.58K
|
5.85K
$563K
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
52+ 0.13% |
$3.96K - $4.58K
|
41.6K
$4M
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
50+ 0.74% |
$3.81K - $4.4K
|
6.84K
$658K
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
50New |
$3.81K - $4.4K
|
50
$4.81K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
47New |
$3.58K - $4.14K
|
47
$4.52K
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
47+ 0.88% |
$3.58K - $4.14K
|
5.38K
$517K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
47+ 1.4% |
$3.58K - $4.14K
|
3.42K
$329K
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
46+ 1.41% |
$3.5K - $4.05K
|
3.31K
$318K
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
45+ 0.82% |
$3.43K - $3.96K
|
5.53K
$532K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
45New |
$3.43K - $3.96K
|
45
$4.33K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
43+ 10.09% |
$3.27K - $3.79K
|
469
$45.1K
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
43+ 1.4% |
$3.27K - $3.79K
|
3.13K
$301K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
41New |
$3.12K - $3.61K
|
41
$3.95K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
40New |
$3.05K - $3.52K
|
40
$3.85K
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
40+ 0.4% |
$3.05K - $3.52K
|
10.1K
$970K
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 1.49% |
$2.97K - $3.44K
|
2.65K
$255K
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
38+ 1.36% |
$2.89K - $3.35K
|
2.83K
$272K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
38+ 0.78% |
$2.89K - $3.35K
|
4.94K
$475K
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
38+ 0.42% |
$2.89K - $3.35K
|
9.02K
$868K
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
35+ 0.29% |
$2.66K - $3.08K
|
12.2K
$1.17M
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
35+ 0.83% |
$2.66K - $3.08K
|
4.24K
$408K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
34+ 0.37% |
$2.59K - $3K
|
9.17K
$883K
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
34+ 1.05% |
$2.59K - $3K
|
3.27K
$315K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
32+ 0.86% |
$2.44K - $2.82K
|
3.74K
$360K
|