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 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
512+ 8.35% |
$51.2K - $58.9K
|
6.64K
$590K
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
BUY
|
- |
504+ 26.75% |
$50.4K - $58K
|
2.39K
$212K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
493+ 88.67% |
$49.3K - $56.7K
|
1.05K
$93.1K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
492+ 1.96% |
$49.2K - $56.6K
|
25.6K
$2.27M
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
490+ 1.7% |
$49K - $56.4K
|
29.3K
$2.6M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
488+ 6.4% |
$48.8K - $56.2K
|
8.11K
$720K
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
486+ 9.51% |
$48.6K - $55.9K
|
5.6K
$497K
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
483+ 7.02% |
$48.3K - $55.6K
|
7.37K
$654K
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
478+ 1.1% |
$47.8K - $55K
|
43.8K
$3.88M
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
477+ 2.27% |
$47.7K - $54.9K
|
21.5K
$1.91M
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
465+ 1.45% |
$46.5K - $53.5K
|
32.6K
$2.9M
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
451+ 4.31% |
$45.1K - $51.9K
|
10.9K
$968K
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
449+ 22.9% |
$44.9K - $51.7K
|
2.41K
$214K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
443+ 18.16% |
$44.3K - $51K
|
2.88K
$256K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
438+ 76.71% |
$43.8K - $50.4K
|
1.01K
$89.5K
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
430+ 18.39% |
$43K - $49.5K
|
2.77K
$246K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
423+ 0.65% |
$42.3K - $48.7K
|
66K
$5.86M
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
BUY
|
- |
420+ 16.66% |
$42K - $48.3K
|
2.94K
$261K
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
420+ 4.55% |
$42K - $48.3K
|
9.65K
$857K
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
419+ 7.99% |
$41.9K - $48.2K
|
5.67K
$503K
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
414+ 17.91% |
$41.4K - $47.7K
|
2.73K
$242K
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
413+ 0.06% |
$41.3K - $47.5K
|
667K
$59.2M
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
412+ 14.28% |
$41.2K - $47.4K
|
3.3K
$293K
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
409+ 2.04% |
$40.9K - $47.1K
|
20.4K
$1.81M
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
408+ 7.29% |
$40.8K - $47K
|
6K
$533K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
401+ 4.62% |
$40.1K - $46.2K
|
9.08K
$806K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
401+ 495.06% |
$40.1K - $46.2K
|
482
$42.8K
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
400+ 12.06% |
$40K - $46K
|
3.72K
$330K
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
391+ 11.44% |
$39.1K - $45K
|
3.81K
$338K
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
391+ 6.7% |
$39.1K - $45K
|
6.23K
$553K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
389+ 1.28% |
$38.9K - $44.8K
|
30.9K
$2.74M
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
388+ 3.13% |
$38.8K - $44.7K
|
12.8K
$1.13M
|
|
Apr 18, 2022
Q1 2022
|
Verde Capital Management
|
BUY
|
- |
388+ 3.5% |
$38.8K - $44.7K
|
11.5K
$1.02M
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
388+ 2.91% |
$38.8K - $44.7K
|
13.7K
$1.22M
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
385+ 10.43% |
$38.5K - $44.3K
|
4.08K
$362K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
383+ 18.45% |
$38.3K - $44.1K
|
2.46K
$218K
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
381+ 64.69% |
$38.1K - $43.9K
|
970
$86.1K
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
378+ 3.34% |
$37.8K - $43.5K
|
11.7K
$1.04M
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
377+ 13.56% |
$37.7K - $43.4K
|
3.16K
$280K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
375+ 0.81% |
$37.5K - $43.2K
|
46.6K
$4.13M
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
371+ 7.17% |
$37.1K - $42.7K
|
5.54K
$492K
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
370+ 16.63% |
$37K - $42.6K
|
2.6K
$230K
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
368New |
$36.8K - $42.4K
|
368
$32.7K
|
|
Apr 26, 2022
Q1 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
368+ 12.15% |
$36.8K - $42.4K
|
3.4K
$302K
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
362+ 3.76% |
$36.2K - $41.7K
|
9.99K
$886K
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
362+ 1.38% |
$36.2K - $41.7K
|
26.5K
$2.35M
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
358+ 0.85% |
$35.8K - $41.2K
|
42.5K
$3.78M
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
357+ 3.32% |
$35.7K - $41.1K
|
11.1K
$987K
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
357+ 1.38% |
$35.7K - $41.1K
|
26.3K
$2.33M
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
357+ 15.51% |
$35.7K - $41.1K
|
2.66K
$236K
|