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 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
31New |
$2.36K - $2.73K
|
31
$2.98K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 0.14% |
$2.36K - $2.73K
|
22.8K
$2.19M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
29+ 6.53% |
$2.21K - $2.55K
|
473
$45.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
26+ 0.12% |
$1.98K - $2.29K
|
22.6K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25+ 1.39% |
$1.9K - $2.2K
|
1.83K
$176K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
24+ 0.56% |
$1.83K - $2.11K
|
4.3K
$414K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22+ 1.51% |
$1.68K - $1.94K
|
1.48K
$142K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 21.15% |
$1.68K - $1.94K
|
126
$12.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
20+ 0.66% |
$1.52K - $1.76K
|
3.06K
$294K
|
|
|
Feb 09, 2023
Q4 2022
|
Resolute Advisors LLC
|
BUY
|
- |
20+ 0.43% |
$1.52K - $1.76K
|
4.68K
$450K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20+ 33.9% |
$1.52K - $1.76K
|
79
$7.6K
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
18+ 0.15% |
$1.37K - $1.59K
|
12.2K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
17+ 0.51% |
$1.29K - $1.5K
|
3.37K
$325K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
17+ 0.23% |
$1.29K - $1.5K
|
7.38K
$711K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
17+ 0.41% |
$1.29K - $1.5K
|
4.14K
$398K
|
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
BUY
|
- |
16+ 0.17% |
$1.22K - $1.41K
|
9.59K
$923K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
16+ 0.39% |
$1.22K - $1.41K
|
4.14K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.01% |
$1.07K - $1.23K
|
130K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13+ 0.41% |
$990 - $1.15K
|
3.17K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13+ 0.76% |
$990 - $1.15K
|
1.73K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
12+ 0.01% |
$914 - $1.06K
|
85.1K
$8.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 1.14% |
$838 - $969
|
979
$94.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
10+ 0.27% |
$761 - $881
|
3.71K
$357K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
10+ 0.1% |
$761 - $881
|
9.67K
$931K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9+ 0.24% |
$685 - $793
|
3.82K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.28% |
$685 - $793
|
3.25K
$312K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8+ 0.25% |
$609 - $705
|
3.23K
$310K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.68% |
$609 - $705
|
1.18K
$114K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.27% |
$533 - $617
|
2.62K
$252K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 1.25% |
$533 - $617
|
569
$54.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 1.52% |
$533 - $617
|
469
$45.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 42.86% |
$457 - $529
|
20
$1.92K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
6+ 0.07% |
$457 - $529
|
8.32K
$800K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
BUY
|
- |
5+ 2.72% |
$381 - $440
|
189
$18.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 0.71% |
$381 - $440
|
713
$68.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
5+ 2.13% |
$381 - $440
|
240
$23.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5New |
$381 - $440
|
5
$481
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.63% |
$305 - $352
|
644
$62K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.36% |
$305 - $352
|
1.11K
$107K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$305 - $352
|
4
$385
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.63% |
$305 - $352
|
639
$61.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
4+ 0.02% |
$305 - $352
|
19.9K
$1.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
3+ 0.58% |
$228 - $264
|
521
$50.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3New |
$228 - $264
|
3
$289
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$228 - $264
|
3.25K
$313K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$228 - $264
|
10.2K
$986K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3+ 30.0% |
$228 - $264
|
13
$1.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 1.74% |
$228 - $264
|
175
$16.8K
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
3+ 0.07% |
$228 - $264
|
4.05K
$389K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 1.83% |
$152 - $176
|
111
$10.7K
|