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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
90.3K+ 76.68% |
$6.87M - $7.95M
|
208K
$20M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
89.4K+ 138.04% |
$6.81M - $7.88M
|
154K
$14.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
85K+ 143.33% |
$6.47M - $7.49M
|
144K
$13.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
80.1K+ 6104.5% |
$6.1M - $7.06M
|
81.4K
$7.83M
|
|
|
Feb 14, 2023
Q4 2022
|
One Fin Capital Management LP
San Francisco, CA |
BUY
|
- |
80K+ 133.33% |
$6.09M - $7.05M
|
140K
$13.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
79.9K+ 128.86% |
$6.08M - $7.04M
|
142K
$13.7M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
79.5K+ 426.19% |
$6.05M - $7M
|
98.2K
$9.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
75.5K+ 4.26% |
$5.75M - $6.65M
|
1.85M
$178M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
74.2K+ 4734.72% |
$5.65M - $6.54M
|
75.8K
$7.29M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
74.2K+ 4.41% |
$5.65M - $6.53M
|
1.76M
$169M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
72.5KNew |
$5.52M - $6.39M
|
72.5K
$6.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
71.8K+ 18.51% |
$5.47M - $6.33M
|
460K
$44.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
71.1K+ 209.34% |
$5.41M - $6.26M
|
105K
$10.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
69.4KNew |
$5.28M - $6.11M
|
69.4K
$6.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
69K+ 35.94% |
$5.25M - $6.08M
|
261K
$25.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
69K+ 27.47% |
$5.25M - $6.08M
|
320K
$30.8M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
68.2K+ 14.62% |
$5.19M - $6.01M
|
535K
$51.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
65.9K+ 26.34% |
$5.02M - $5.81M
|
316K
$30.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
65.1K+ 40.5% |
$4.96M - $5.73M
|
226K
$21.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
64KNew |
$4.87M - $5.63M
|
64K
$6.16M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.8KNew |
$4.86M - $5.62M
|
63.8K
$6.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
59.9KNew |
$4.56M - $5.28M
|
59.9K
$5.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59.3K+ 86.83% |
$4.52M - $5.23M
|
128K
$12.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
59.2K+ 15.8% |
$4.51M - $5.21M
|
434K
$41.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
58.8KNew |
$4.47M - $5.18M
|
58.8K
$5.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
57.9K+ 5.81% |
$4.41M - $5.1M
|
1.05M
$101M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
57.5KNew |
$4.38M - $5.07M
|
57.5K
$5.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
56.4K+ 30.48% |
$4.29M - $4.97M
|
241K
$23.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
56.2K+ 41.58% |
$4.28M - $4.95M
|
191K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
53.2K+ 234.89% |
$4.05M - $4.69M
|
75.9K
$7.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
53.1K+ 67.87% |
$4.05M - $4.68M
|
131K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
51.1KNew |
$3.89M - $4.5M
|
51.1K
$4.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
48.8K+ 12.06% |
$3.72M - $4.3M
|
453K
$43.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
47.6K+ 25.29% |
$3.63M - $4.19M
|
236K
$22.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
45.7K+ 115.63% |
$3.48M - $4.02M
|
85.2K
$8.2M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
45.2KNew |
$3.44M - $3.99M
|
45.2K
$4.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
44.8KNew |
$3.41M - $3.95M
|
44.8K
$4.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
44.4K+ 5913.32% |
$3.38M - $3.91M
|
45.2K
$4.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
44KNew |
$3.35M - $3.88M
|
44K
$4.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
43.8K+ 27.05% |
$3.34M - $3.86M
|
206K
$19.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
43.2K+ 553.05% |
$3.29M - $3.81M
|
51K
$4.91M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.9K+ 69.3% |
$3.27M - $3.78M
|
105K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
42.4K+ 26.51% |
$3.23M - $3.74M
|
202K
$19.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
42.1K+ 89.04% |
$3.21M - $3.71M
|
89.4K
$8.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
42K+ 62.71% |
$3.2M - $3.7M
|
109K
$10.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
41.9K+ 56.9% |
$3.19M - $3.69M
|
115K
$11.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
40.8K+ 1462.33% |
$3.11M - $3.6M
|
43.6K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
40.7KNew |
$3.1M - $3.58M
|
40.7K
$3.92M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
39.4KNew |
$3M - $3.47M
|
39.4K
$3.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
39.4KNew |
$3M - $3.47M
|
39.4K
$3.79M
|