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 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-460- 6.15% |
$35K - $40.5K
|
7.02K
$674K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-460- 9.0% |
$35K - $40.5K
|
4.65K
$446K
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-466- 1.52% |
$35.5K - $41K
|
30.2K
$2.9M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-473- 2.7% |
$36K - $41.7K
|
17K
$1.63M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-476- 7.24% |
$36.2K - $41.9K
|
6.1K
$585K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-476- 2.45% |
$36.2K - $41.9K
|
18.9K
$1.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-482- 33.31% |
$36.7K - $42.5K
|
965
$92.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-483- 12.23% |
$36.8K - $42.5K
|
3.47K
$333K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-485- 3.38% |
$36.9K - $42.7K
|
13.9K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-491- 5.66% |
$37.4K - $43.3K
|
8.19K
$786K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-500- 9.41% |
$38.1K - $44K
|
4.81K
$462K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-503- 15.68% |
$38.3K - $44.3K
|
2.71K
$260K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-504- 4.69% |
$38.4K - $44.4K
|
10.2K
$983K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-506- 1.12% |
$38.5K - $44.6K
|
44.6K
$4.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-507- 45.76% |
$38.6K - $44.7K
|
601
$57.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-508- 3.49% |
$38.7K - $44.7K
|
14K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-509- 2.51% |
$38.8K - $44.8K
|
19.7K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-511- 0.95% |
$38.9K - $45K
|
53.4K
$5.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-513- 1.53% |
$39.1K - $45.2K
|
33.1K
$3.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-519- 3.68% |
$39.5K - $45.7K
|
13.6K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-531- 7.38% |
$40.4K - $46.8K
|
6.67K
$640K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-542- 82.37% |
$41.3K - $47.7K
|
116
$11.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-549- 3.91% |
$41.8K - $48.4K
|
13.5K
$1.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-552- 1.28% |
$42K - $48.6K
|
42.5K
$4.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-555- 49.03% |
$42.3K - $48.9K
|
577
$55.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-555- 2.19% |
$42.3K - $48.9K
|
24.8K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-563- 2.09% |
$42.9K - $49.6K
|
26.4K
$2.53M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-568- 9.21% |
$43.2K - $50K
|
5.6K
$537K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-574- 11.96% |
$43.7K - $50.6K
|
4.22K
$405K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-581- 18.74% |
$44.2K - $51.2K
|
2.52K
$242K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-583Closed |
$44.4K - $51.4K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-590- 3.2% |
$44.9K - $52K
|
17.9K
$1.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-591- 1.02% |
$45K - $52.1K
|
57.3K
$5.49M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-595- 2.45% |
$45.3K - $52.4K
|
23.7K
$2.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-600- 90.77% |
$45.7K - $52.9K
|
61
$5.85K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-601- 6.99% |
$45.8K - $52.9K
|
7.99K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-603Closed |
$45.9K - $53.1K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-610- 6.51% |
$46.4K - $53.7K
|
8.76K
$840K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-615- 10.95% |
$46.8K - $54.2K
|
5K
$480K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-624- 8.79% |
$47.5K - $55K
|
6.48K
$622K
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-625- 4.82% |
$47.6K - $55.1K
|
12.3K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-634- 7.76% |
$48.3K - $55.8K
|
7.54K
$723K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-639- 1.16% |
$48.7K - $56.3K
|
54.7K
$5.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-646- 0.33% |
$49.2K - $56.9K
|
193K
$18.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-647- 13.61% |
$49.3K - $57K
|
4.11K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-650- 10.89% |
$49.5K - $57.3K
|
5.32K
$511K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-662- 56.39% |
$50.4K - $58.3K
|
512
$49.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-668- 21.0% |
$50.9K - $58.8K
|
2.51K
$241K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-668- 0.93% |
$50.9K - $58.8K
|
70.8K
$6.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-685- 13.41% |
$52.2K - $60.3K
|
4.42K
$425K
|