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 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
4.17K+ 10.94% |
$417K - $480K
|
42.3K
$3.75M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.17K+ 404.56% |
$417K - $480K
|
5.2K
$461K
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 3.86% |
$414K - $477K
|
111K
$9.89M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
4.14K+ 4.58% |
$414K - $476K
|
94.5K
$8.38M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4.11K+ 67.29% |
$410K - $473K
|
10.2K
$906K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.1K+ 12.34% |
$409K - $471K
|
37.3K
$3.31M
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
4.08KNew |
$408K - $470K
|
4.08K
$362K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.99K+ 121.0% |
$399K - $459K
|
7.28K
$646K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.98K+ 84.04% |
$398K - $458K
|
8.71K
$773K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
3.96KNew |
$396K - $456K
|
3.96K
$352K
|
|
|
Apr 25, 2022
Q1 2022
|
Wavelength Capital Management, LLC
|
BUY
|
- |
3.9K+ 9.65% |
$390K - $449K
|
44.3K
$3.93M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.9K+ 15.15% |
$390K - $449K
|
29.6K
$2.63M
|
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.77K+ 6.23% |
$377K - $434K
|
64.3K
$5.71M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
3.77K+ 76.78% |
$377K - $434K
|
8.68K
$770K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
3.7KNew |
$370K - $426K
|
3.7K
$328K
|
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.68KNew |
$368K - $423K
|
3.68K
$326K
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
3.61K+ 17.41% |
$361K - $416K
|
24.4K
$2.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.61K+ 275.82% |
$360K - $415K
|
4.91K
$436K
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.57K+ 7.86% |
$357K - $411K
|
49K
$4.35M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.56K+ 52.09% |
$356K - $409K
|
10.4K
$922K
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.55K+ 7.3% |
$355K - $409K
|
52.2K
$4.63M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
3.55K+ 40.52% |
$355K - $408K
|
12.3K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
3.52K+ 14.73% |
$352K - $405K
|
27.4K
$2.44M
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.52K+ 80.83% |
$352K - $405K
|
7.88K
$699K
|
|
|
May 16, 2022
Q1 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.48KNew |
$347K - $400K
|
3.48K
$308K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.47K+ 84.62% |
$347K - $400K
|
7.57K
$672K
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
3.46K+ 15.78% |
$346K - $399K
|
25.4K
$2.26M
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
3.43K+ 24.57% |
$343K - $395K
|
17.4K
$1.54M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
3.42KNew |
$342K - $394K
|
3.42K
$304K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.42K+ 4.08% |
$342K - $394K
|
87.4K
$7.76M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.41KNew |
$341K - $393K
|
3.41K
$303K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
3.4K+ 5.53% |
$340K - $391K
|
64.8K
$5.75M
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.39K+ 5.54% |
$339K - $390K
|
64.6K
$5.73M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.39K+ 5.98% |
$338K - $390K
|
60K
$5.33M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.37K+ 99.62% |
$337K - $388K
|
6.76K
$600K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.37K+ 22.04% |
$336K - $387K
|
18.6K
$1.65M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.36K+ 1.45% |
$335K - $386K
|
234K
$20.8M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.3K+ 1.88% |
$329K - $379K
|
178K
$15.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.24K+ 32.35% |
$323K - $372K
|
13.2K
$1.17M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.22K+ 4.79% |
$322K - $370K
|
70.3K
$6.24M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.16K+ 2.98% |
$316K - $364K
|
109K
$9.68M
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.16K+ 8.67% |
$315K - $363K
|
39.5K
$3.51M
|
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.11K+ 28.4% |
$311K - $358K
|
14.1K
$1.25M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.11K+ 8.5% |
$311K - $358K
|
39.7K
$3.52M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.05K+ 83.15% |
$305K - $352K
|
6.73K
$597K
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.05K+ 7.7% |
$305K - $351K
|
42.7K
$3.79M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3KNew |
$300K - $346K
|
3K
$267K
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
BUY
|
- |
3KNew |
$300K - $345K
|
3K
$266K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
3K+ 92.7% |
$299K - $345K
|
6.23K
$553K
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.99K+ 19.84% |
$299K - $345K
|
18.1K
$1.61M
|