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 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.43K+ 2.75% |
$337K - $390K
|
166K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.38KNew |
$333K - $385K
|
4.38K
$421K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.37K+ 88.3% |
$333K - $385K
|
9.32K
$896K
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
4.33KNew |
$330K - $382K
|
4.33K
$417K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.3KNew |
$327K - $378K
|
4.3K
$413K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.29K+ 4.72% |
$327K - $378K
|
95.2K
$9.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
4.28K+ 2.75% |
$326K - $377K
|
160K
$15.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.24K+ 12.83% |
$323K - $373K
|
37.3K
$3.59M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$322K - $372K
|
4.23K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
4.21K+ 3.91% |
$320K - $371K
|
112K
$10.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.2K+ 15.93% |
$320K - $370K
|
30.6K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.19K+ 3.2% |
$319K - $369K
|
135K
$13M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
4.15KNew |
$316K - $366K
|
4.15K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.13K+ 5.13% |
$314K - $363K
|
84.6K
$8.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
4.08K+ 83.89% |
$311K - $360K
|
8.95K
$862K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.05K+ 48.28% |
$308K - $357K
|
12.4K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.04K+ 11.65% |
$307K - $355K
|
38.7K
$3.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.98KNew |
$303K - $351K
|
3.98K
$383K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
3.97KNew |
$302K - $350K
|
3.97K
$382K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.96K+ 14.4% |
$301K - $348K
|
31.4K
$3.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.95KNew |
$301K - $348K
|
3.95K
$380K
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.92KNew |
$299K - $345K
|
3.92K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.9KNew |
$297K - $344K
|
3.9K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.89K+ 8.05% |
$296K - $343K
|
52.2K
$5.02M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.83K+ 35.33% |
$292K - $338K
|
14.7K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.82KNew |
$290K - $336K
|
3.82K
$367K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.8KNew |
$289K - $335K
|
3.8K
$366K
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
3.8K+ 3.47% |
$289K - $335K
|
113K
$10.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
3.8K+ 19.38% |
$289K - $334K
|
23.4K
$2.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
3.79K+ 2.99% |
$289K - $334K
|
131K
$12.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.78K+ 58.3% |
$288K - $333K
|
10.3K
$989K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.77KNew |
$287K - $332K
|
3.77K
$363K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
3.75KNew |
$285K - $330K
|
3.75K
$361K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.75K+ 24.33% |
$285K - $330K
|
19.1K
$1.84M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.74K+ 10.55% |
$285K - $330K
|
39.2K
$3.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.72K+ 52.77% |
$283K - $328K
|
10.8K
$1.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.69K+ 37.25% |
$281K - $325K
|
13.6K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
3.67K+ 5.64% |
$279K - $323K
|
68.7K
$6.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
3.67K+ 3.81% |
$279K - $323K
|
99.8K
$9.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.65K+ 6.34% |
$278K - $321K
|
61.1K
$5.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.64KNew |
$277K - $321K
|
3.64K
$351K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.64K+ 0.33% |
$277K - $321K
|
1.1M
$106M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
3.64K+ 5.87% |
$277K - $320K
|
65.5K
$6.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.61K+ 5.52% |
$275K - $318K
|
69K
$6.64M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.59KNew |
$273K - $316K
|
3.59K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.56K+ 16.8% |
$271K - $313K
|
24.7K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.52K+ 6.4% |
$268K - $310K
|
58.4K
$5.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.5K+ 42.17% |
$266K - $308K
|
11.8K
$1.14M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.5K+ 42.17% |
$266K - $308K
|
11.8K
$1.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.49K+ 58.91% |
$265K - $307K
|
9.4K
$905K
|