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 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-687- 0.49% |
$52.3K - $60.5K
|
139K
$13.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-697- 14.17% |
$53.1K - $61.4K
|
4.22K
$406K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-700- 5.56% |
$53.3K - $61.7K
|
11.9K
$1.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-731- 17.18% |
$55.7K - $64.4K
|
3.53K
$339K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-741- 1.56% |
$56.4K - $65.3K
|
46.9K
$4.51M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-750- 88.65% |
$57.1K - $66.1K
|
96
$9.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-754- 6.18% |
$57.4K - $66.4K
|
11.5K
$1.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-757- 33.3% |
$57.6K - $66.7K
|
1.52K
$146K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-758- 6.33% |
$57.7K - $66.8K
|
11.2K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-761- 3.06% |
$57.9K - $67K
|
24.1K
$2.32M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-764- 12.9% |
$58.2K - $67.3K
|
5.16K
$496K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-768- 14.93% |
$58.5K - $67.7K
|
4.38K
$421K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-772- 8.99% |
$58.8K - $68K
|
7.82K
$752K
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-779- 1.7% |
$59.3K - $68.6K
|
44.9K
$4.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-793- 2.08% |
$60.4K - $69.9K
|
37.4K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-805- 0.84% |
$61.3K - $70.9K
|
95.3K
$9.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-808- 16.98% |
$61.5K - $71.2K
|
3.95K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-812- 8.89% |
$61.8K - $71.5K
|
8.33K
$801K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-838- 15.22% |
$63.8K - $73.8K
|
4.67K
$449K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-859- 23.79% |
$65.4K - $75.7K
|
2.75K
$265K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-861- 12.82% |
$65.6K - $75.8K
|
5.86K
$564K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-864- 4.96% |
$65.8K - $76.1K
|
16.6K
$1.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-865- 10.78% |
$65.9K - $76.2K
|
7.16K
$689K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-868- 4.85% |
$66.1K - $76.5K
|
17K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-869- 2.47% |
$66.2K - $76.6K
|
34.3K
$3.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-894- 50.48% |
$68.1K - $78.8K
|
877
$84.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-903- 8.02% |
$68.8K - $79.5K
|
10.4K
$996K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-910- 20.78% |
$69.3K - $80.2K
|
3.47K
$334K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-912- 2.67% |
$69.4K - $80.3K
|
33.2K
$3.2M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-915Closed |
$69.7K - $80.6K
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-919- 27.2% |
$70K - $81K
|
2.46K
$237K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-929- 12.23% |
$70.7K - $81.8K
|
6.67K
$642K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-941- 5.23% |
$71.6K - $82.9K
|
17K
$1.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-942- 2.15% |
$71.7K - $83K
|
42.8K
$4.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-944- 4.17% |
$71.9K - $83.2K
|
21.7K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-955- 11.49% |
$72.7K - $84.1K
|
7.36K
$708K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-957- 6.13% |
$72.9K - $84.3K
|
14.7K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-992- 28.95% |
$75.5K - $87.4K
|
2.44K
$234K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-996- 17.33% |
$75.8K - $87.7K
|
4.75K
$457K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.01K- 17.77% |
$77K - $89.1K
|
4.68K
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.01K- 17.4% |
$77.2K - $89.3K
|
4.81K
$463K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.02K- 9.1% |
$77.4K - $89.5K
|
10.2K
$977K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.03K- 11.26% |
$78K - $90.3K
|
8.08K
$777K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.03K- 10.79% |
$78.4K - $90.7K
|
8.52K
$820K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.07K- 3.95% |
$81.6K - $94.4K
|
26.1K
$2.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.08K- 2.83% |
$82.2K - $95K
|
37K
$3.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.09K- 2.87% |
$82.6K - $95.6K
|
36.7K
$3.53M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.1K- 16.91% |
$83.7K - $96.8K
|
5.4K
$520K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.11K- 1.25% |
$84.2K - $97.4K
|
87.5K
$8.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 19.42% |
$84.7K - $98K
|
4.61K
$444K
|