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 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
2+ 0.07% |
$152 - $176
|
2.91K
$287K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2+ 0.06% |
$152 - $176
|
3.11K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2+ 0.05% |
$152 - $176
|
4.19K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2+ 1.06% |
$152 - $176
|
190
$18.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 1.01% |
$76.1 - $88.1
|
100
$9.86K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.74% |
$76.1 - $88.1
|
136
$13.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1+ 0.03% |
$76.1 - $88.1
|
3.77K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1+ 0.01% |
$76.1 - $88.1
|
11.4K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
0+ 115289.86% |
$0 - $0
|
1.06B
$105B
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
0- 100.0% |
$0 - $0
|
33.5K
$3.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-1- 0.54% |
$76.1 - $88.1
|
184
$18.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1- 0.02% |
$76.1 - $88.1
|
4.5K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$76.1 - $88.1
|
3.26K
$321K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-2- 20.0% |
$152 - $176
|
8
$789
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4- 0.03% |
$305 - $352
|
13.4K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-6- 0.16% |
$457 - $529
|
3.76K
$371K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-7- 0.35% |
$533 - $617
|
1.97K
$194K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-8- 0.24% |
$609 - $705
|
3.31K
$326K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-10- 0.29% |
$761 - $881
|
3.44K
$339K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-10- 0.32% |
$761 - $881
|
3.16K
$311K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-12- 18.46% |
$914 - $1.06K
|
53
$5.23K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-12- 23.08% |
$914 - $1.06K
|
40
$3.94K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-12- 0.75% |
$914 - $1.06K
|
1.6K
$158K
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-14- 0.54% |
$1.07K - $1.23K
|
2.59K
$255K
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-15- 0.33% |
$1.14K - $1.32K
|
4.57K
$451K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-15- 5.98% |
$1.14K - $1.32K
|
236
$23.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-15- 1.59% |
$1.14K - $1.32K
|
927
$91.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-16- 0.56% |
$1.22K - $1.41K
|
2.82K
$278K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-18- 1.99% |
$1.37K - $1.59K
|
887
$87.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-18- 0.3% |
$1.37K - $1.59K
|
6.01K
$592K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-18- 0.09% |
$1.37K - $1.59K
|
20.7K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-20- 0.43% |
$1.52K - $1.76K
|
4.61K
$454K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-21- 0.05% |
$1.6K - $1.85K
|
45.7K
$4.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-22- 1.61% |
$1.68K - $1.94K
|
1.35K
$133K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-27- 0.68% |
$2.06K - $2.38K
|
3.92K
$386K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-28- 1.14% |
$2.13K - $2.47K
|
2.42K
$239K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-29- 7.0% |
$2.21K - $2.55K
|
385
$38K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-30- 0.49% |
$2.28K - $2.64K
|
6.15K
$606K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-31- 1.39% |
$2.36K - $2.73K
|
2.2K
$217K
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-32- 1.12% |
$2.44K - $2.82K
|
2.82K
$278K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-32- 1.74% |
$2.44K - $2.82K
|
1.81K
$178K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-32- 0.05% |
$2.44K - $2.82K
|
67K
$6.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-32- 66.67% |
$2.44K - $2.82K
|
16
$1.58K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-32- 0.35% |
$2.44K - $2.82K
|
9.09K
$896K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-35- 0.57% |
$2.66K - $3.08K
|
6.06K
$598K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-36- 0.45% |
$2.74K - $3.17K
|
8.01K
$790K
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.35% |
$2.82K - $3.26K
|
2.71K
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-37- 1.11% |
$2.82K - $3.26K
|
3.3K
$325K
|