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 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.59K- 2.69% |
$197K - $228K
|
93.6K
$9.23M
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.62K- 37.71% |
$199K - $231K
|
4.32K
$426K
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.64K- 8.81% |
$201K - $232K
|
27.3K
$2.69M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.66K- 7.67% |
$202K - $234K
|
32K
$3.15M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.67K- 0.18% |
$204K - $235K
|
1.45M
$143M
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.69K- 40.49% |
$205K - $237K
|
3.95K
$390K
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
SELL
|
- |
-2.71K- 18.71% |
$206K - $239K
|
11.8K
$1.16M
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.72K- 15.06% |
$207K - $240K
|
15.4K
$1.51M
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.75K- 28.75% |
$209K - $242K
|
6.81K
$672K
|
|
Jan 27, 2023
Q4 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-2.82K- 5.09% |
$215K - $248K
|
52.5K
$5.18M
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.83K- 39.5% |
$216K - $250K
|
4.34K
$428K
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-2.84K- 10.05% |
$216K - $250K
|
25.4K
$2.51M
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.94K- 5.89% |
$224K - $259K
|
47.1K
$4.64M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.99K- 36.42% |
$228K - $263K
|
5.22K
$515K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.01K- 28.64% |
$229K - $266K
|
7.51K
$741K
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-3.04K- 4.87% |
$231K - $268K
|
59.4K
$5.85M
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.05K- 10.53% |
$232K - $269K
|
25.9K
$2.55M
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.08K- 21.72% |
$234K - $271K
|
11.1K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.09K- 4.24% |
$235K - $272K
|
69.8K
$6.88M
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.13K- 33.86% |
$239K - $276K
|
6.12K
$603K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.22K- 85.99% |
$245K - $283K
|
524
$51.7K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.22K- 2.45% |
$245K - $284K
|
128K
$12.7M
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3.24K- 32.47% |
$247K - $286K
|
6.75K
$665K
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-3.32K- 3.71% |
$253K - $293K
|
86.2K
$8.5M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.34K- 78.34% |
$254K - $294K
|
924
$91.1K
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.39K- 14.0% |
$258K - $299K
|
20.8K
$2.06M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.4K- 3.65% |
$259K - $300K
|
90K
$8.87M
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.42K- 3.3% |
$260K - $301K
|
100K
$9.87M
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-3.43K- 29.09% |
$261K - $302K
|
8.36K
$824K
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-3.45K- 17.25% |
$263K - $304K
|
16.6K
$1.63M
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.53K- 10.39% |
$269K - $311K
|
30.5K
$3M
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.54K- 28.6% |
$269K - $312K
|
8.83K
$871K
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-3.56K- 9.03% |
$271K - $314K
|
35.9K
$3.54M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-3.56K- 43.38% |
$271K - $314K
|
4.65K
$459K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.74K- 12.07% |
$285K - $330K
|
27.3K
$2.69M
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-3.9K- 46.15% |
$297K - $344K
|
4.55K
$449K
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-3.92K- 11.59% |
$298K - $345K
|
29.9K
$2.95M
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-3.95K- 42.65% |
$301K - $348K
|
5.32K
$524K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.99K- 6.97% |
$304K - $351K
|
53.2K
$5.25M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-4.01K- 13.1% |
$305K - $353K
|
26.6K
$2.62M
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.06K- 5.7% |
$309K - $357K
|
67.2K
$6.62M
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-4.09K- 5.68% |
$311K - $360K
|
67.9K
$6.7M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.09K- 23.39% |
$312K - $361K
|
13.4K
$1.32M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.2K- 4.56% |
$320K - $370K
|
87.8K
$8.66M
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.21K- 3.91% |
$321K - $371K
|
103K
$10.2M
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.25K- 46.48% |
$324K - $374K
|
4.89K
$483K
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-4.31K- 20.75% |
$328K - $379K
|
16.4K
$1.62M
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-4.37K- 25.72% |
$332K - $385K
|
12.6K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.42K- 29.5% |
$336K - $389K
|
10.6K
$1.04M
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.43K- 17.84% |
$337K - $390K
|
20.4K
$2.01M
|