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 |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7.06K+ 8.42% |
$706K - $812K
|
90.9K
$8.07M
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7.03K+ 39.7% |
$703K - $809K
|
24.7K
$2.2M
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
6.91K+ 15.48% |
$690K - $795K
|
51.5K
$4.57M
|
|
May 31, 2022
Q1 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
6.84KNew |
$683K - $787K
|
6.84K
$607K
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
6.77K+ 301.69% |
$677K - $779K
|
9.01K
$800K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.75K+ 87.38% |
$675K - $777K
|
14.5K
$1.29M
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.75K+ 5.37% |
$675K - $777K
|
132K
$11.8M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
6.74K+ 52.8% |
$673K - $775K
|
19.5K
$1.73M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.72K+ 94.47% |
$672K - $773K
|
13.8K
$1.23M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.72K+ 94.47% |
$672K - $773K
|
13.8K
$1.23M
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
6.64K+ 2.01% |
$664K - $764K
|
338K
$30M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.63K+ 85.92% |
$663K - $764K
|
14.4K
$1.27M
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
6.46KNew |
$646K - $743K
|
6.46K
$573K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6.24K+ 54.28% |
$624K - $718K
|
17.7K
$1.57M
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.21K+ 859.56% |
$620K - $714K
|
6.93K
$615K
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.15K+ 68.41% |
$614K - $707K
|
15.1K
$1.34M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.09K+ 2.0% |
$609K - $701K
|
311K
$27.6M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.08K+ 10.75% |
$608K - $700K
|
62.6K
$5.56M
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
5.89K+ 48.82% |
$589K - $678K
|
18K
$1.59M
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.89K+ 52.71% |
$589K - $678K
|
17.1K
$1.51M
|
|
May 16, 2022
Q1 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
5.82K+ 16.91% |
$582K - $670K
|
40.2K
$3.57M
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
5.78KNew |
$578K - $666K
|
5.78K
$513K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.7K+ 3.09% |
$569K - $655K
|
190K
$16.9M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.56K+ 17.73% |
$556K - $640K
|
36.9K
$3.28M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
5.53KNew |
$553K - $636K
|
5.53K
$491K
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
5.52K+ 13.33% |
$552K - $635K
|
46.9K
$4.16M
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.5K+ 3.39% |
$550K - $633K
|
168K
$14.9M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.45K+ 46.36% |
$545K - $627K
|
17.2K
$1.53M
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.41K+ 44.16% |
$541K - $623K
|
17.7K
$1.57M
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
5.34K+ 202.04% |
$534K - $614K
|
7.98K
$708K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
5.3K+ 19.99% |
$529K - $610K
|
31.8K
$2.82M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
4.99K+ 12.65% |
$499K - $574K
|
44.4K
$3.94M
|
|
Apr 26, 2022
Q1 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
4.88K+ 1.8% |
$488K - $562K
|
277K
$24.5M
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
4.86K+ 19.23% |
$485K - $559K
|
30.1K
$2.67M
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
4.84K+ 45.26% |
$483K - $557K
|
15.5K
$1.38M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$483K - $556K
|
4.83K
$429K
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.82KNew |
$482K - $555K
|
4.82K
$428K
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.8K+ 11.11% |
$480K - $552K
|
48K
$4.26M
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
4.8K+ 13.04% |
$480K - $552K
|
41.6K
$3.69M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.75K+ 44.3% |
$474K - $546K
|
15.5K
$1.37M
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.63K+ 15.65% |
$463K - $533K
|
34.2K
$3.04M
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.62K+ 6.22% |
$461K - $531K
|
78.8K
$6.99M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.56K+ 5.95% |
$456K - $525K
|
81.3K
$7.22M
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.53K+ 225.46% |
$453K - $522K
|
6.55K
$581K
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.49K+ 39.29% |
$449K - $517K
|
15.9K
$1.41M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.47K+ 14.03% |
$446K - $514K
|
36.3K
$3.22M
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.38K+ 633.38% |
$438K - $504K
|
5.08K
$450K
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 5.05% |
$434K - $500K
|
90.3K
$8.02M
|
|
Apr 13, 2022
Q1 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.26K+ 6.36% |
$426K - $490K
|
71.2K
$6.32M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.18K+ 3.55% |
$418K - $481K
|
122K
$10.8M
|