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
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-76- 0.65% |
$7.6K - $8.75K
|
11.6K
$1.03M
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-77- 1.2% |
$7.7K - $8.86K
|
6.33K
$566K
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-78- 1.95% |
$7.8K - $8.98K
|
3.92K
$350K
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-78- 2.22% |
$7.8K - $8.98K
|
3.44K
$308K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-79- 0.6% |
$7.9K - $9.09K
|
13.1K
$1.17M
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-82- 1.89% |
$8.2K - $9.44K
|
4.25K
$380K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-84- 2.05% |
$8.4K - $9.67K
|
4.02K
$359K
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-87- 3.16% |
$8.7K - $10K
|
2.67K
$239K
|
|
|
Apr 11, 2022
Q1 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-88- 4.06% |
$8.8K - $10.1K
|
2.08K
$186K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-90- 0.85% |
$9K - $10.4K
|
10.5K
$937K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-93- 3.5% |
$9.3K - $10.7K
|
2.56K
$229K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-98- 6.29% |
$9.8K - $11.3K
|
1.46K
$131K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-101- 2.17% |
$10.1K - $11.6K
|
4.56K
$408K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-102- 3.0% |
$10.2K - $11.7K
|
3.3K
$295K
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-103- 1.73% |
$10.3K - $11.9K
|
5.84K
$522K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-105- 2.88% |
$10.5K - $12.1K
|
3.54K
$317K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-107- 2.49% |
$10.7K - $12.3K
|
4.19K
$374K
|
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-109- 3.16% |
$10.9K - $12.5K
|
3.34K
$299K
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-111- 0.49% |
$11.1K - $12.8K
|
22.6K
$2.02M
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-112- 0.78% |
$11.2K - $12.9K
|
14.2K
$1.27M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-112- 2.62% |
$11.2K - $12.9K
|
4.16K
$372K
|
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
SELL
|
- |
-116- 5.65% |
$11.6K - $13.4K
|
1.94K
$173K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-118- 1.05% |
$11.8K - $13.6K
|
11.1K
$992K
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-122- 1.05% |
$12.2K - $14K
|
11.5K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-122- 3.15% |
$12.2K - $14K
|
3.75K
$336K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-125Closed |
$12.5K - $14.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-125- 22.89% |
$12.5K - $14.4K
|
421
$37.7K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-126- 1.98% |
$12.6K - $14.5K
|
6.24K
$558K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-130- 0.4% |
$13K - $15K
|
32.8K
$2.93M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-132- 3.02% |
$13.2K - $15.2K
|
4.24K
$380K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-136- 0.91% |
$13.6K - $15.7K
|
14.8K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-139- 4.52% |
$13.9K - $16K
|
2.94K
$263K
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-140- 2.65% |
$14K - $16.1K
|
5.14K
$460K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-141- 5.07% |
$14.1K - $16.2K
|
2.64K
$236K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-143- 4.87% |
$14.3K - $16.5K
|
2.79K
$250K
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-144- 4.32% |
$14.4K - $16.6K
|
3.19K
$286K
|
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-145- 0.82% |
$14.5K - $16.7K
|
17.6K
$1.57M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-145- 10.27% |
$14.5K - $16.7K
|
1.27K
$113K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150Closed |
$15K - $17.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-150- 49.18% |
$15K - $17.3K
|
155
$13.9K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-150- 0.94% |
$15K - $17.3K
|
15.7K
$1.41M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-151Closed |
$15.1K - $17.4K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-151- 4.0% |
$15.1K - $17.4K
|
3.62K
$324K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-152- 3.66% |
$15.2K - $17.5K
|
4K
$358K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-154- 1.28% |
$15.4K - $17.7K
|
11.8K
$1.06M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-159- 1.7% |
$15.9K - $18.3K
|
9.21K
$824K
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-159- 0.83% |
$15.9K - $18.3K
|
19K
$1.7M
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-159- 0.07% |
$15.9K - $18.3K
|
232K
$20.7M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-160- 75.12% |
$16K - $18.4K
|
53
$4.74K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-164- 20.97% |
$16.4K - $18.9K
|
618
$55.3K
|