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 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4+ 2.92% |
$400 - $460
|
141
$12.6K
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
4+ 0.13% |
$400 - $460
|
3.11K
$278K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4+ 2.34% |
$400 - $460
|
175
$15.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
4+ 0.12% |
$400 - $460
|
3.36K
$300K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.55% |
$300 - $345
|
553
$49.5K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.08% |
$300 - $345
|
3.8K
$340K
|
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
3+ 0.08% |
$300 - $345
|
3.57K
$319K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.45% |
$200 - $230
|
448
$40.1K
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2+ 0.51% |
$200 - $230
|
398
$35.6K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.32% |
$200 - $230
|
628
$56.2K
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.06% |
$200 - $230
|
3.35K
$299K
|
|
|
May 09, 2022
Q1 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$200 - $230
|
3.2K
$286K
|
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2+ 0.05% |
$200 - $230
|
3.7K
$331K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.57% |
$200 - $230
|
354
$31.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
1+ 0.04% |
$100 - $115
|
2.85K
$254K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.05% |
$100 - $115
|
2.12K
$190K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$100 - $115
|
13.5K
$1.21M
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.37% |
$100 - $115
|
74
$6.62K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.75% |
$100 - $115
|
134
$12K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.02% |
$100 - $115
|
4.19K
$375K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 1.04% |
$100 - $115
|
97
$8.68K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$100 - $115
|
27.7K
$2.47M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.16% |
$100 - $115
|
635
$56.8K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.09% |
$100 - $115
|
1.1K
$98.7K
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.6% |
$100 - $115
|
169
$15.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$100 - $115
|
11K
$983K
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1- 0.02% |
$100 - $115
|
5.09K
$456K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1- 0.02% |
$100 - $115
|
4.33K
$387K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-2Closed |
$200 - $230
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-3- 0.06% |
$300 - $345
|
4.96K
$444K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-3- 0.03% |
$300 - $345
|
8.62K
$771K
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4- 0.12% |
$400 - $460
|
3.35K
$300K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-4- 0.48% |
$400 - $460
|
828
$74.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-4- 0.01% |
$400 - $460
|
33.4K
$2.99M
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-5- 0.16% |
$500 - $576
|
3.18K
$284K
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-5- 0.1% |
$500 - $576
|
4.84K
$433K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-5- 0.11% |
$500 - $576
|
4.42K
$395K
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-6- 54.55% |
$600 - $691
|
5
$447
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8- 0.14% |
$800 - $921
|
5.54K
$496K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.01% |
$800 - $921
|
67K
$6M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-9- 0.18% |
$900 - $1.04K
|
4.95K
$443K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-11Closed |
$1.1K - $1.27K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-11- 0.53% |
$1.1K - $1.27K
|
2.05K
$183K
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-11- 0.09% |
$1.1K - $1.27K
|
12K
$1.07M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12- 0.05% |
$1.2K - $1.38K
|
24.6K
$2.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12- 0.5% |
$1.2K - $1.38K
|
2.4K
$215K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-13- 5.0% |
$1.3K - $1.5K
|
247
$22.1K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-13- 0.35% |
$1.3K - $1.5K
|
3.69K
$330K
|