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 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-243- 2.06% |
$18.5K - $21.4K
|
11.6K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-251- 4.32% |
$19.1K - $22.1K
|
5.56K
$548K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-253- 0.86% |
$19.3K - $22.3K
|
29K
$2.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-261- 2.85% |
$19.9K - $23K
|
8.91K
$878K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-261- 6.83% |
$19.9K - $23K
|
3.56K
$351K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-265- 6.77% |
$20.2K - $23.3K
|
3.65K
$360K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-274- 0.15% |
$20.9K - $24.1K
|
180K
$17.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-275- 1.56% |
$20.9K - $24.2K
|
17.4K
$1.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-276- 0.69% |
$21K - $24.3K
|
39.6K
$3.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-278- 23.13% |
$21.2K - $24.5K
|
924
$91.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-280- 2.09% |
$21.3K - $24.7K
|
13.1K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Garland Capital Management Inc
|
SELL
|
- |
-285- 20.59% |
$21.7K - $25.1K
|
1.1K
$108K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-286- 7.27% |
$21.8K - $25.2K
|
3.65K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-295- 4.84% |
$22.5K - $26K
|
5.81K
$572K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 5.66% |
$22.8K - $26.4K
|
5K
$493K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-300- 9.22% |
$22.8K - $26.4K
|
2.95K
$291K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-307- 16.81% |
$23.4K - $27K
|
1.52K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-313- 8.0% |
$23.8K - $27.6K
|
3.6K
$355K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-314- 2.63% |
$23.9K - $27.7K
|
11.6K
$1.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-315- 4.39% |
$24K - $27.7K
|
6.86K
$676K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-316- 2.21% |
$24.1K - $27.8K
|
14K
$1.38M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-325- 1.41% |
$24.7K - $28.6K
|
22.7K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-325- 10.13% |
$24.7K - $28.6K
|
2.88K
$284K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-327- 4.38% |
$24.9K - $28.8K
|
7.14K
$704K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-338- 2.07% |
$25.7K - $29.8K
|
16K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-340- 4.66% |
$25.9K - $30K
|
6.96K
$686K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-341- 6.16% |
$26K - $30K
|
5.19K
$512K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-349- 8.3% |
$26.6K - $30.7K
|
3.86K
$380K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-350- 7.48% |
$26.6K - $30.8K
|
4.33K
$427K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-354- 4.77% |
$27K - $31.2K
|
7.07K
$697K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-364- 1.07% |
$27.7K - $32.1K
|
33.6K
$3.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-368- 0.85% |
$28K - $32.4K
|
42.9K
$4.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-369- 0.97% |
$28.1K - $32.5K
|
37.6K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-371- 22.89% |
$28.2K - $32.7K
|
1.25K
$123K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-375- 3.03% |
$28.6K - $33K
|
12K
$1.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-377- 1.71% |
$28.7K - $33.2K
|
21.7K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-380- 13.17% |
$28.9K - $33.5K
|
2.51K
$247K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-383- 4.22% |
$29.2K - $33.7K
|
8.68K
$856K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-395- 2.57% |
$30.1K - $34.8K
|
15K
$1.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-400- 4.03% |
$30.5K - $35.2K
|
9.52K
$938K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-402- 2.55% |
$30.6K - $35.4K
|
15.3K
$1.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-406- 12.01% |
$30.9K - $35.8K
|
2.97K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-407- 2.44% |
$31K - $35.9K
|
16.3K
$1.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-410- 6.31% |
$31.2K - $36.1K
|
6.09K
$600K
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-413- 1.47% |
$31.4K - $36.4K
|
27.7K
$2.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-417- 12.03% |
$31.8K - $36.7K
|
3.05K
$301K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-443- 1.2% |
$33.7K - $39K
|
36.4K
$3.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-449- 1.73% |
$34.2K - $39.6K
|
25.5K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-452- 8.41% |
$34.4K - $39.8K
|
4.92K
$485K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-458- 3.54% |
$34.9K - $40.3K
|
12.5K
$1.23M
|