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
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
11.4KNew |
$871K - $1.01M
|
11.4K
$1.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
BUY
|
- |
11.4KNew |
$868K - $1M
|
11.4K
$1.09M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
11.4K+ 25.52% |
$867K - $1M
|
56K
$5.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 16.62% |
$866K - $1M
|
79.8K
$7.66M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
11.3K+ 447.97% |
$863K - $999K
|
13.9K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11.2KNew |
$852K - $985K
|
11.2K
$1.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$849K - $983K
|
11.2K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
11K+ 57.27% |
$840K - $972K
|
30.3K
$2.91M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
11KNew |
$839K - $971K
|
11K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
11K+ 28.28% |
$834K - $965K
|
49.7K
$4.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10.8K+ 324.54% |
$824K - $953K
|
14.2K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
10.8K+ 5.43% |
$823K - $952K
|
210K
$20.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.7KNew |
$817K - $945K
|
10.7K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10.7K+ 17.07% |
$812K - $939K
|
73.1K
$7.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.6KNew |
$810K - $937K
|
10.6K
$1.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
10.5K+ 362.28% |
$799K - $924K
|
13.4K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.4K+ 17.36% |
$790K - $914K
|
70.2K
$6.73M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
10.3K+ 27.73% |
$781K - $903K
|
47.2K
$4.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
10.1K+ 6.82% |
$770K - $891K
|
158K
$15.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
10.1K+ 42.83% |
$769K - $889K
|
33.7K
$3.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
10.1KNew |
$768K - $889K
|
10.1K
$968K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
9.69K+ 9.87% |
$737K - $853K
|
108K
$10.3M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9.63K+ 97.3% |
$733K - $848K
|
19.5K
$1.87M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
9.6KNew |
$731K - $846K
|
9.6K
$921K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9.4K+ 87.04% |
$716K - $828K
|
20.2K
$1.94M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
9.39KNew |
$715K - $827K
|
9.39K
$901K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.27KNew |
$706K - $817K
|
9.27K
$890K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
9.27KNew |
$706K - $817K
|
9.27K
$890K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
9.23KNew |
$703K - $813K
|
9.23K
$886K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
9.21KNew |
$702K - $812K
|
9.21K
$884K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.21KNew |
$701K - $812K
|
9.21K
$884K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
9.05KNew |
$689K - $797K
|
9.05K
$868K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
9.03KNew |
$688K - $796K
|
9.03K
$867K
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.85KNew |
$674K - $780K
|
8.85K
$849K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.82K+ 14.57% |
$671K - $777K
|
69.3K
$6.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.79K+ 4.17% |
$669K - $775K
|
220K
$21.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
8.78K+ 20.12% |
$668K - $773K
|
52.4K
$5.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
8.71KNew |
$663K - $767K
|
8.71K
$836K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
8.71KNew |
$663K - $767K
|
8.71K
$836K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
8.58KNew |
$653K - $756K
|
8.58K
$823K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.49K+ 22.19% |
$646K - $748K
|
46.7K
$4.48M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.39K+ 10.86% |
$639K - $739K
|
85.6K
$8.22M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.29KNew |
$631K - $731K
|
8.29K
$796K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
8.25K+ 233.9% |
$628K - $727K
|
11.8K
$1.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
8.21KNew |
$625K - $723K
|
8.21K
$788K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8.2K+ 16.0% |
$625K - $723K
|
59.5K
$5.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
8.2K+ 50.52% |
$624K - $722K
|
24.4K
$2.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8.15K+ 448.02% |
$621K - $718K
|
9.97K
$957K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
8.11K+ 123.91% |
$617K - $714K
|
14.7K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.1K+ 4.63% |
$617K - $713K
|
183K
$17.6M
|