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 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-4.47K- 15.0% |
$340K - $394K
|
25.3K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.59K- 22.74% |
$349K - $404K
|
15.6K
$1.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-4.83K- 4.0% |
$368K - $426K
|
116K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.93K- 14.38% |
$375K - $434K
|
29.3K
$2.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-5.08K- 44.61% |
$387K - $448K
|
6.31K
$607K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-5.08K- 5.99% |
$387K - $448K
|
79.8K
$7.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.14K- 55.83% |
$391K - $452K
|
4.06K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.21K- 4.02% |
$397K - $459K
|
124K
$12M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-5.23K- 7.65% |
$399K - $461K
|
63.2K
$6.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.4K- 5.84% |
$411K - $476K
|
87K
$8.37M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.4K- 5.84% |
$411K - $476K
|
87K
$8.37M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.4K- 5.84% |
$411K - $476K
|
87K
$8.37M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.51K- 57.83% |
$419K - $485K
|
4.02K
$386K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.54K- 8.41% |
$421K - $488K
|
60.3K
$5.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-5.83K- 42.07% |
$444K - $513K
|
8.02K
$772K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 19.9% |
$448K - $518K
|
23.7K
$2.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-5.93K- 8.07% |
$452K - $522K
|
67.6K
$6.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.95K- 5.37% |
$453K - $524K
|
105K
$10.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-6.02K- 9.19% |
$459K - $531K
|
59.5K
$5.73M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.22K- 19.36% |
$474K - $548K
|
25.9K
$2.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-6.3K- 18.89% |
$480K - $555K
|
27.1K
$2.6M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.33K- 8.54% |
$482K - $558K
|
67.8K
$6.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-6.41K- 7.63% |
$488K - $565K
|
77.6K
$7.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.57K- 4.44% |
$500K - $579K
|
142K
$13.6M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.66K- 2.11% |
$507K - $587K
|
309K
$29.7M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-6.75K- 4.11% |
$514K - $595K
|
157K
$15.1M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6.83K- 96.37% |
$520K - $601K
|
257
$24.7K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-6.9K- 12.62% |
$525K - $607K
|
47.7K
$4.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.01K- 38.61% |
$534K - $618K
|
11.2K
$1.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.03K- 44.35% |
$535K - $619K
|
8.82K
$848K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-7.1K- 24.14% |
$541K - $625K
|
22.3K
$2.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.3K- 32.26% |
$556K - $643K
|
15.3K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.39K- 11.83% |
$563K - $651K
|
55.1K
$5.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.5K- 51.84% |
$571K - $661K
|
6.97K
$671K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-7.84K- 3.18% |
$597K - $691K
|
239K
$23M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-7.91K- 27.63% |
$602K - $697K
|
20.7K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-8.06K- 3.96% |
$613K - $710K
|
196K
$18.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-8.09K- 76.81% |
$616K - $712K
|
2.44K
$235K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-8.23K- 72.81% |
$626K - $725K
|
3.07K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.44K- 13.52% |
$643K - $744K
|
54K
$5.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.94K- 21.27% |
$681K - $787K
|
33.1K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-9.01K- 47.19% |
$686K - $794K
|
10.1K
$971K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.02K- 13.46% |
$687K - $795K
|
58K
$5.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.07K- 39.03% |
$690K - $799K
|
14.2K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9.29K- 7.42% |
$707K - $818K
|
116K
$11.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-9.66K- 25.69% |
$735K - $851K
|
27.9K
$2.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.72K- 7.93% |
$740K - $857K
|
113K
$10.9M
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-9.74K- 54.89% |
$741K - $858K
|
8K
$770K
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-9.92K- 47.11% |
$755K - $874K
|
11.1K
$1.07M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10K- 62.93% |
$762K - $881K
|
5.89K
$567K
|