Purchases and Sales Made in Q1 2022 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
735+ 12.6% |
$73.5K - $84.6K
|
6.57K
$583K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
734+ 5.31% |
$73.4K - $84.5K
|
14.6K
$1.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Ti Trust, Inc
|
BUY
|
- |
724+ 5.17% |
$72.4K - $83.3K
|
14.7K
$1.31M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
722+ 9.26% |
$72.2K - $83.1K
|
8.52K
$756K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
706+ 28.58% |
$70.6K - $81.3K
|
3.18K
$282K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
696+ 14.28% |
$69.6K - $80.1K
|
5.57K
$494K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
695+ 219.94% |
$69.5K - $80K
|
1.01K
$89.7K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
682+ 5.5% |
$68.2K - $78.5K
|
13.1K
$1.16M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
681+ 5.49% |
$68.1K - $78.4K
|
13.1K
$1.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
674+ 1.06% |
$67.4K - $77.6K
|
64K
$5.68M
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
673+ 6.3% |
$67.3K - $77.5K
|
11.4K
$1.01M
|
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
672+ 1.1% |
$67.2K - $77.3K
|
61.9K
$5.49M
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
662+ 1.7% |
$66.2K - $76.2K
|
39.7K
$3.52M
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
659+ 11.94% |
$65.9K - $75.9K
|
6.18K
$548K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
659+ 30.92% |
$65.9K - $75.9K
|
2.79K
$248K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
659+ 2.42% |
$65.9K - $75.9K
|
27.9K
$2.47M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
648+ 17.9% |
$64.8K - $74.6K
|
4.27K
$379K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
646+ 85.68% |
$64.6K - $74.4K
|
1.4K
$124K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
644+ 12.29% |
$64.4K - $74.1K
|
5.89K
$522K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
644+ 12.29% |
$64.4K - $74.1K
|
5.89K
$522K
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
BUY
|
- |
641+ 15.11% |
$64.1K - $73.8K
|
4.88K
$433K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
632New |
$63.2K - $72.7K
|
632
$56.1K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
630+ 1.13% |
$63K - $72.5K
|
56.3K
$5M
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
625+ 11.28% |
$62.5K - $71.9K
|
6.17K
$547K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
622+ 5.49% |
$62.2K - $71.6K
|
12K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
620New |
$62K - $71.4K
|
620
$55K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
619+ 8.34% |
$61.9K - $71.2K
|
8.04K
$713K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
607+ 0.84% |
$60.7K - $69.9K
|
73.2K
$6.5M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
606+ 22.28% |
$60.6K - $69.8K
|
3.33K
$295K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
603+ 189.62% |
$60.3K - $69.4K
|
921
$81.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
602+ 1.67% |
$60.2K - $69.3K
|
36.7K
$3.26M
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
597+ 3.43% |
$59.7K - $68.7K
|
18K
$1.6M
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
591+ 1.65% |
$59.1K - $68K
|
36.5K
$3.24M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
582+ 113.89% |
$58.2K - $67K
|
1.09K
$97K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
581+ 1.79% |
$58.1K - $66.9K
|
33.1K
$2.94M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
572+ 4.24% |
$57.2K - $65.8K
|
14.1K
$1.25M
|
|
|
Apr 27, 2022
Q1 2022
|
Garland Capital Management Inc
|
BUY
|
- |
571+ 32.28% |
$57.1K - $65.7K
|
2.34K
$208K
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
562+ 1.95% |
$56.2K - $64.7K
|
29.4K
$2.61M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
560+ 5.91% |
$56K - $64.5K
|
10K
$890K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
547+ 68.03% |
$54.7K - $63K
|
1.35K
$120K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
547+ 1.39% |
$54.7K - $63K
|
39.8K
$3.53M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
543New |
$54.3K - $62.5K
|
543
$48.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
541+ 0.79% |
$54.1K - $62.3K
|
68.7K
$6.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
532+ 138.54% |
$53.2K - $61.2K
|
916
$81.3K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
530+ 20.98% |
$53K - $61K
|
3.06K
$271K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
527+ 22.88% |
$52.7K - $60.7K
|
2.83K
$251K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
525+ 1.5% |
$52.5K - $60.4K
|
35.6K
$3.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
522+ 4.92% |
$52.2K - $60.1K
|
11.1K
$988K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
517+ 8.18% |
$51.7K - $59.5K
|
6.84K
$607K
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
516+ 12.4% |
$51.6K - $59.4K
|
4.68K
$415K
|