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 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
38.8K+ 6.03% |
$2.95M - $3.42M
|
682K
$65.7M
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
38.4K+ 7.6% |
$2.93M - $3.39M
|
544K
$52.4M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
37.4K+ 114.55% |
$2.85M - $3.3M
|
70.1K
$6.75M
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
37.1K+ 63.11% |
$2.82M - $3.26M
|
95.8K
$9.22M
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
36.8K+ 19.03% |
$2.8M - $3.24M
|
230K
$22.2M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.3K+ 2171.15% |
$2.76M - $3.2M
|
38K
$3.65M
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
36.3KNew |
$2.76M - $3.19M
|
36.3K
$3.49M
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
35.9K+ 547.14% |
$2.74M - $3.17M
|
42.5K
$4.09M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35.9K+ 14.48% |
$2.73M - $3.16M
|
284K
$27.3M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
34.2K+ 0.78% |
$2.6M - $3.01M
|
4.43M
$427M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
33.8KNew |
$2.58M - $2.98M
|
33.8K
$3.26M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
33.5KNew |
$2.55M - $2.95M
|
33.5K
$3.23M
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
33.4KNew |
$2.54M - $2.94M
|
33.4K
$3.21M
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
33.1K+ 33.48% |
$2.52M - $2.92M
|
132K
$12.7M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
32.8K+ 679.41% |
$2.5M - $2.89M
|
37.7K
$3.62M
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
32.5K+ 13.91% |
$2.48M - $2.86M
|
266K
$25.6M
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
32.2KNew |
$2.45M - $2.84M
|
32.2K
$3.1M
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
31.5KNew |
$2.4M - $2.77M
|
31.5K
$3.03M
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
31.2KNew |
$2.38M - $2.75M
|
31.2K
$3M
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
30.5K+ 31.53% |
$2.32M - $2.68M
|
127K
$12.2M
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
29KNew |
$2.21M - $2.55M
|
29K
$2.79M
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
28.1K+ 51.1% |
$2.14M - $2.48M
|
83.2K
$8.01M
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
28.1K+ 26.31% |
$2.14M - $2.48M
|
135K
$13M
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
27.5KNew |
$2.1M - $2.42M
|
27.5K
$2.65M
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
27.2K+ 29.57% |
$2.07M - $2.4M
|
119K
$11.5M
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
27.1K+ 170.69% |
$2.07M - $2.39M
|
43.1K
$4.14M
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
26.4KNew |
$2.01M - $2.33M
|
26.4K
$2.54M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.4K+ 13.83% |
$2.01M - $2.33M
|
217K
$20.9M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
26.3KNew |
$2M - $2.32M
|
26.3K
$2.53M
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
26.2KNew |
$1.99M - $2.3M
|
26.2K
$2.52M
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
25.2K+ 20.41% |
$1.92M - $2.22M
|
149K
$14.3M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25.2K+ 3.32% |
$1.92M - $2.22M
|
783K
$75.4M
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
24.9K+ 161.0% |
$1.89M - $2.19M
|
40.3K
$3.88M
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
24.8KNew |
$1.89M - $2.18M
|
24.8K
$2.39M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
24.2KNew |
$1.85M - $2.14M
|
24.2K
$2.33M
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
23.7KNew |
$1.8M - $2.09M
|
23.7K
$2.28M
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
23.3KNew |
$1.77M - $2.05M
|
23.3K
$2.24M
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
23K+ 22.39% |
$1.75M - $2.03M
|
126K
$12.1M
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
22.6K+ 29.54% |
$1.72M - $1.99M
|
99.1K
$9.54M
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
22.6K+ 4.76% |
$1.72M - $1.99M
|
497K
$47.8M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22.5KNew |
$1.71M - $1.98M
|
22.5K
$2.16M
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
BUY
|
- |
22.4K+ 42.0% |
$1.71M - $1.97M
|
75.8K
$7.29M
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
22K+ 3.42% |
$1.67M - $1.94M
|
665K
$64M
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
21.7K+ 2.13% |
$1.65M - $1.91M
|
1.04M
$99.9M
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
21.4KNew |
$1.63M - $1.88M
|
21.4K
$2.06M
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
21KNew |
$1.6M - $1.85M
|
21K
$2.02M
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
20.7KNew |
$1.58M - $1.83M
|
20.7K
$2M
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
20.7KNew |
$1.58M - $1.82M
|
20.7K
$1.99M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.3K+ 8.59% |
$1.55M - $1.79M
|
257K
$24.7M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.1KNew |
$1.53M - $1.77M
|
20.1K
$1.94M
|