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 05, 2022
Q1 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
2.13KNew |
$213K - $246K
|
2.13K
$189K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
2.13KNew |
$212K - $245K
|
2.13K
$189K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.12K+ 3.69% |
$212K - $244K
|
59.6K
$5.29M
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
BUY
|
- |
2.12K+ 11.23% |
$212K - $244K
|
21K
$1.87M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.11KNew |
$211K - $243K
|
2.11K
$187K
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.09KNew |
$209K - $241K
|
2.09K
$186K
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.09K+ 19.21% |
$208K - $240K
|
12.9K
$1.15M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.08KNew |
$208K - $240K
|
2.08K
$185K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
2.07K+ 120.35% |
$207K - $238K
|
3.79K
$336K
|
|
|
Apr 18, 2022
Q1 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.07K+ 6.95% |
$207K - $238K
|
31.8K
$2.82M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.07K+ 18.7% |
$207K - $238K
|
13.1K
$1.16M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.06KNew |
$206K - $237K
|
2.06K
$183K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.06K+ 4.41% |
$206K - $237K
|
48.8K
$4.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.05K+ 85.45% |
$205K - $236K
|
4.45K
$395K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04K+ 15.92% |
$204K - $235K
|
14.8K
$1.32M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.03K+ 10.71% |
$203K - $234K
|
21K
$1.86M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.02K+ 38.27% |
$202K - $232K
|
7.29K
$647K
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.01K+ 17.79% |
$201K - $232K
|
13.3K
$1.18M
|
|
|
May 10, 2022
Q1 2022
|
True Wealth Financial Partners
|
BUY
|
- |
2.01K+ 2.12% |
$201K - $232K
|
96.9K
$8.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.01K+ 5.47% |
$201K - $232K
|
38.8K
$3.44M
|
|
|
Apr 29, 2022
Q1 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.01K+ 5.12% |
$201K - $231K
|
41.2K
$3.66M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.99K+ 398.6% |
$199K - $229K
|
2.49K
$221K
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.99K+ 107.79% |
$199K - $229K
|
3.84K
$341K
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.99KNew |
$198K - $228K
|
1.99K
$176K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.97K+ 8.66% |
$197K - $227K
|
24.7K
$2.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
1.96KNew |
$196K - $226K
|
1.96K
$174K
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.96K+ 17.38% |
$195K - $225K
|
13.2K
$1.17M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.92KNew |
$192K - $221K
|
1.92K
$171K
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.9K+ 0.88% |
$190K - $219K
|
217K
$19.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 2.35% |
$189K - $218K
|
82.5K
$7.32M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.89K+ 22.64% |
$189K - $218K
|
10.2K
$910K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.88K+ 11.04% |
$188K - $216K
|
18.9K
$1.68M
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.88K+ 29.66% |
$188K - $216K
|
8.21K
$729K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.88K+ 11.04% |
$188K - $216K
|
18.9K
$1.68M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.88K+ 113.49% |
$188K - $216K
|
3.53K
$313K
|
|
|
May 12, 2022
Q1 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1.87K+ 1.84% |
$187K - $215K
|
103K
$9.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.87K+ 30.93% |
$187K - $215K
|
7.9K
$701K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.86K+ 20.71% |
$186K - $215K
|
10.9K
$964K
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
1.85K+ 28.88% |
$185K - $213K
|
8.25K
$732K
|
|
|
May 25, 2022
Q1 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.84KNew |
$184K - $212K
|
1.84K
$163K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 12.67% |
$183K - $211K
|
16.3K
$1.45M
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.78K+ 80.07% |
$178K - $205K
|
4.01K
$356K
|
|
|
Apr 26, 2022
Q1 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.78K+ 5.67% |
$178K - $205K
|
33.2K
$2.94M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.77K+ 2.97% |
$177K - $204K
|
61.5K
$5.46M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.77K+ 0.97% |
$177K - $204K
|
184K
$16.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.75K+ 5.19% |
$175K - $202K
|
35.5K
$3.15M
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.75K+ 3500.0% |
$175K - $201K
|
1.8K
$160K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.74K+ 14.04% |
$174K - $201K
|
14.2K
$1.26M
|
|
|
Apr 27, 2022
Q1 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.74K+ 1.68% |
$174K - $200K
|
105K
$9.34M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 9.07% |
$173K - $199K
|
20.8K
$1.84M
|