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 13, 2023
Q4 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-25K- 19.59% |
$1.9M - $2.2M
|
103K
$9.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.4K- 9.03% |
$2.08M - $2.41M
|
276K
$26.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-29.8K- 37.27% |
$2.27M - $2.63M
|
50.2K
$4.83M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-30.2K- 41.43% |
$2.3M - $2.66M
|
42.7K
$4.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30.9K- 7.45% |
$2.35M - $2.72M
|
383K
$36.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-31.4K- 27.2% |
$2.39M - $2.77M
|
84.1K
$8.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-33.2K- 80.3% |
$2.53M - $2.92M
|
8.13K
$783K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-34.4K- 80.47% |
$2.62M - $3.03M
|
8.34K
$802K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-35K- 20.58% |
$2.67M - $3.09M
|
135K
$13M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-35.1K- 91.09% |
$2.67M - $3.09M
|
3.43K
$330K
|
|
|
Feb 06, 2023
Q4 2022
|
Rainwater Charitable Foundation
|
SELL
|
- |
-37.1K- 35.14% |
$2.82M - $3.27M
|
68.4K
$6.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-37.4K- 16.64% |
$2.85M - $3.3M
|
188K
$18.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-41.2K- 56.18% |
$3.13M - $3.63M
|
32.1K
$3.09M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-41.7K- 17.61% |
$3.17M - $3.67M
|
195K
$18.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.7K- 4.92% |
$3.18M - $3.68M
|
806K
$77.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-41.9K- 13.2% |
$3.19M - $3.69M
|
275K
$26.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-42.3K- 13.09% |
$3.22M - $3.73M
|
281K
$27M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-42.6K- 50.0% |
$3.24M - $3.75M
|
42.6K
$4.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-43.7K- 27.49% |
$3.33M - $3.85M
|
115K
$11.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.7K- 2.54% |
$3.33M - $3.85M
|
1.68M
$161M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-44K- 66.89% |
$3.35M - $3.88M
|
21.8K
$2.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-44.6K- 21.7% |
$3.4M - $3.93M
|
161K
$15.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-47K- 97.36% |
$3.58M - $4.14M
|
1.28K
$123K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-47.4K- 38.55% |
$3.61M - $4.18M
|
75.6K
$7.27M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-48.1K- 77.07% |
$3.66M - $4.24M
|
14.3K
$1.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-50.1K- 55.04% |
$3.82M - $4.41M
|
40.9K
$3.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-59.2K- 15.35% |
$4.51M - $5.22M
|
326K
$31.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-59.9K- 16.04% |
$4.56M - $5.28M
|
314K
$30.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-65.3K- 47.0% |
$4.97M - $5.75M
|
73.6K
$7.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-68K- 9.82% |
$5.18M - $5.99M
|
625K
$60.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-71.5K- 88.28% |
$5.44M - $6.29M
|
9.48K
$913K
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-71.8K- 23.11% |
$5.47M - $6.33M
|
239K
$23M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-77K- 96.37% |
$5.86M - $6.78M
|
2.9K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-78K- 4.77% |
$5.94M - $6.87M
|
1.56M
$150M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-88.9K- 99.78% |
$6.77M - $7.83M
|
200
$19.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-94.2K- 23.93% |
$7.17M - $8.3M
|
299K
$28.8M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-94.5K- 16.76% |
$7.19M - $8.32M
|
469K
$45.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-104K- 28.97% |
$7.89M - $9.13M
|
254K
$24.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-104K- 33.33% |
$7.91M - $9.15M
|
208K
$20M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-126K- 39.74% |
$9.58M - $11.1M
|
191K
$18.4M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-126K- 39.83% |
$9.58M - $11.1M
|
190K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-127K- 22.68% |
$9.64M - $11.2M
|
432K
$41.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-156K- 20.71% |
$11.9M - $13.7M
|
597K
$57.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-156K- 0.74% |
$11.9M - $13.7M
|
20.8M
$2B
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-180K- 99.26% |
$13.7M - $15.9M
|
1.35K
$130K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-187K- 80.43% |
$14.3M - $16.5M
|
45.6K
$4.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Iyo Bank, Ltd.
|
SELL
|
- |
-204K- 46.43% |
$15.6M - $18M
|
236K
$22.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Oikos Holdings LLC
|
SELL
|
- |
-208K- 71.72% |
$15.8M - $18.3M
|
81.9K
$7.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-211K- 48.85% |
$16.1M - $18.6M
|
221K
$21.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-236K- 23.83% |
$18M - $20.8M
|
754K
$72.6M
|