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 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.05K+ 8.62% |
$613K - $709K
|
101K
$9.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
7.92K+ 5.29% |
$603K - $698K
|
158K
$15.2M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.89KNew |
$601K - $695K
|
7.89K
$760K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
7.83K+ 2.75% |
$596K - $690K
|
293K
$28.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
BUY
|
- |
7.76K+ 4.32% |
$591K - $683K
|
187K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.63K+ 391.79% |
$581K - $672K
|
9.58K
$922K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.6KNew |
$578K - $669K
|
7.6K
$731K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.55K+ 3.64% |
$575K - $665K
|
215K
$20.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
7.42K+ 16.93% |
$565K - $653K
|
51.2K
$4.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.37KNew |
$561K - $650K
|
7.37K
$710K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.29K+ 5.2% |
$555K - $643K
|
148K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.28K+ 30.79% |
$554K - $641K
|
30.9K
$2.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7.24K+ 5.45% |
$551K - $638K
|
140K
$13.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
7.16K+ 6.49% |
$545K - $631K
|
118K
$11.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6.97KNew |
$530K - $614K
|
6.97K
$670K
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
6.94K+ 3.8% |
$528K - $611K
|
190K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.86K+ 65.74% |
$522K - $604K
|
17.3K
$1.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.76K+ 21.82% |
$515K - $595K
|
37.7K
$3.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
6.73K+ 62.67% |
$512K - $592K
|
17.5K
$1.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.68K+ 1.32% |
$508K - $588K
|
513K
$49.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.58KNew |
$501K - $579K
|
6.58K
$633K
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
BUY
|
- |
6.56KNew |
$500K - $578K
|
6.56K
$632K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
6.56K+ 30.42% |
$499K - $577K
|
28.1K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
6.53K+ 79.09% |
$497K - $575K
|
14.8K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.42K+ 5.91% |
$489K - $566K
|
115K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
6.41K+ 10.38% |
$488K - $565K
|
68.2K
$6.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
6.39K+ 53.03% |
$486K - $563K
|
18.4K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.38K+ 9.72% |
$485K - $562K
|
72K
$6.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
6.33K+ 18.48% |
$482K - $558K
|
40.6K
$3.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6.33K+ 6.68% |
$482K - $558K
|
101K
$9.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6.33KNew |
$482K - $558K
|
6.33K
$609K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6.29K+ 73.78% |
$479K - $554K
|
14.8K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.18K+ 10.0% |
$470K - $544K
|
67.9K
$6.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.15KNew |
$468K - $542K
|
6.15K
$592K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
6.15K+ 26.1% |
$468K - $541K
|
29.7K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
6.13K+ 100.11% |
$466K - $540K
|
12.2K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.1K+ 28.82% |
$465K - $537K
|
27.3K
$2.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
6.06K+ 63.18% |
$462K - $534K
|
15.7K
$1.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
6.03K+ 15.41% |
$459K - $531K
|
45.2K
$4.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6.02KNew |
$459K - $531K
|
6.02K
$580K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
6.02KNew |
$459K - $531K
|
6.02K
$580K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
5.94K+ 14.22% |
$453K - $524K
|
47.7K
$4.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.93KNew |
$452K - $522K
|
5.93K
$571K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.85KNew |
$445K - $515K
|
5.85K
$563K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.82K+ 6.48% |
$443K - $513K
|
95.7K
$9.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.82K+ 3.49% |
$443K - $513K
|
172K
$16.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.81K+ 6.42% |
$443K - $512K
|
96.3K
$9.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.8KNew |
$441K - $510K
|
5.8K
$558K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.73KNew |
$436K - $504K
|
5.73K
$551K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.7KNew |
$434K - $502K
|
5.7K
$549K
|