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 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
19.9KNew |
$1.51M - $1.75M
|
19.9K
$1.91M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 22.25% |
$1.5M - $1.74M
|
108K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.4KNew |
$1.47M - $1.71M
|
19.4K
$1.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
19KNew |
$1.45M - $1.67M
|
19K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
18.8KNew |
$1.43M - $1.65M
|
18.8K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
18.2K+ 299.7% |
$1.39M - $1.61M
|
24.3K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
18.1K+ 343.57% |
$1.38M - $1.6M
|
23.4K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17KNew |
$1.29M - $1.5M
|
17K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
17KNew |
$1.29M - $1.5M
|
17K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
16.8KNew |
$1.28M - $1.48M
|
16.8K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
16.7KNew |
$1.27M - $1.47M
|
16.7K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
16.6K+ 281.43% |
$1.27M - $1.47M
|
22.6K
$2.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16KNew |
$1.22M - $1.41M
|
16K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
15.9K+ 45.44% |
$1.21M - $1.4M
|
50.9K
$4.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
15.8KNew |
$1.2M - $1.39M
|
15.8K
$1.52M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
15.8K+ 6.4% |
$1.2M - $1.39M
|
263K
$25.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
15.7K+ 34.81% |
$1.19M - $1.38M
|
60.8K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
15.6KNew |
$1.19M - $1.38M
|
15.6K
$1.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
15.6K+ 53.46% |
$1.19M - $1.37M
|
44.7K
$4.3M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.6KNew |
$1.18M - $1.37M
|
15.6K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
15.6KNew |
$1.18M - $1.37M
|
15.6K
$1.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15.5K+ 13.2% |
$1.18M - $1.37M
|
133K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.5K+ 7.57% |
$1.18M - $1.36M
|
220K
$21.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
15.5K+ 12.3% |
$1.18M - $1.36M
|
141K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.4KNew |
$1.18M - $1.36M
|
15.4K
$1.49M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.4KNew |
$1.18M - $1.36M
|
15.4K
$1.49M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
15.3K+ 13.79% |
$1.17M - $1.35M
|
126K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15.2K+ 76.7% |
$1.16M - $1.34M
|
35.1K
$3.38M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
15.2K+ 37.89% |
$1.15M - $1.34M
|
55.2K
$5.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15.1K+ 142.37% |
$1.15M - $1.33M
|
25.7K
$2.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
15.1KNew |
$1.15M - $1.33M
|
15.1K
$1.45M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
15KNew |
$1.14M - $1.32M
|
15K
$1.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
15K+ 9.87% |
$1.14M - $1.32M
|
167K
$16.1M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14.8K+ 96.92% |
$1.12M - $1.3M
|
30K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
14.8KNew |
$1.12M - $1.3M
|
14.8K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
14.1K+ 33.09% |
$1.08M - $1.24M
|
56.8K
$5.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
13.7K+ 67.69% |
$1.05M - $1.21M
|
34K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
13.7KNew |
$1.04M - $1.2M
|
13.7K
$1.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
13.6K+ 14.53% |
$1.04M - $1.2M
|
107K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.5K+ 163.18% |
$1.03M - $1.19M
|
21.8K
$2.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
13.4KNew |
$1.02M - $1.18M
|
13.4K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
12.8K+ 183457.14% |
$978K - $1.13M
|
12.8K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$977K - $1.13M
|
12.8K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
12.6KNew |
$956K - $1.11M
|
12.6K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
12.3K+ 2.23% |
$937K - $1.08M
|
563K
$54.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
12KNew |
$917K - $1.06M
|
12K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.9K+ 350.84% |
$903K - $1.04M
|
15.2K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
11.7K+ 13.59% |
$894K - $1.03M
|
98.2K
$9.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 9.46% |
$887K - $1.03M
|
135K
$13M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
11.6K+ 26.11% |
$882K - $1.02M
|
56K
$5.39M
|