Purchases and Sales Made in Q2 2022 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
702+ 4.89% |
$61.1K - $79K
|
15.1K
$1.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
694+ 2.25% |
$60.4K - $78.1K
|
31.6K
$2.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
693+ 2.84% |
$60.3K - $78K
|
25.1K
$2.23M
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
687+ 1.55% |
$59.8K - $77.3K
|
45.1K
$4.01M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
680+ 3.96% |
$59.2K - $76.5K
|
17.9K
$1.59M
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
674+ 8.82% |
$58.7K - $75.8K
|
8.32K
$738K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
674+ 21.67% |
$58.7K - $75.8K
|
3.79K
$336K
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
672+ 3.74% |
$58.5K - $75.6K
|
18.6K
$1.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
672+ 10.79% |
$58.5K - $75.6K
|
6.9K
$612K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
665+ 1.86% |
$57.9K - $74.8K
|
36.4K
$3.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
664+ 2.5% |
$57.8K - $74.7K
|
27.2K
$2.41M
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
660+ 4.66% |
$57.4K - $74.3K
|
14.8K
$1.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
655+ 14.31% |
$57K - $73.7K
|
5.23K
$464K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
653+ 0.65% |
$56.8K - $73.5K
|
101K
$8.95M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
651+ 1.16% |
$56.7K - $73.2K
|
57K
$5.06M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
645+ 4.05% |
$56.1K - $72.6K
|
16.6K
$1.47M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
637+ 3.42% |
$55.4K - $71.7K
|
19.2K
$1.71M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
634+ 9.22% |
$55.2K - $71.3K
|
7.51K
$667K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
629+ 7.58% |
$54.7K - $70.8K
|
8.92K
$792K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
626+ 12.24% |
$54.5K - $70.4K
|
5.74K
$510K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
592+ 5.72% |
$51.5K - $66.6K
|
10.9K
$972K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
589+ 0.16% |
$51.3K - $66.3K
|
370K
$32.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
587+ 0.43% |
$51.1K - $66K
|
136K
$12M
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
583+ 0.91% |
$50.7K - $65.6K
|
64.9K
$5.76M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
573+ 4.38% |
$49.9K - $64.5K
|
13.7K
$1.21M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
573+ 4.38% |
$49.9K - $64.5K
|
13.7K
$1.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
568+ 0.53% |
$49.4K - $63.9K
|
107K
$9.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
560+ 3.27% |
$48.7K - $63K
|
17.7K
$1.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
549+ 5.43% |
$47.8K - $61.8K
|
10.7K
$946K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
549+ 12.69% |
$47.8K - $61.8K
|
4.88K
$433K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
546+ 9.99% |
$47.5K - $61.4K
|
6.01K
$533K
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
545+ 18.57% |
$47.4K - $61.3K
|
3.48K
$309K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
544+ 16.95% |
$47.3K - $61.2K
|
3.75K
$333K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
541+ 1.05% |
$47.1K - $60.9K
|
51.9K
$4.61M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
539+ 20.27% |
$46.9K - $60.6K
|
3.2K
$284K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
538+ 39.7% |
$46.8K - $60.5K
|
1.89K
$168K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
537+ 2.1% |
$46.7K - $60.4K
|
26.2K
$2.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
537+ 2.59% |
$46.7K - $60.4K
|
21.3K
$1.89M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
534+ 1.36% |
$46.5K - $60.1K
|
39.7K
$3.52M
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
530+ 2.64% |
$46.1K - $59.6K
|
20.6K
$1.83M
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
526+ 10.86% |
$45.8K - $59.2K
|
5.37K
$476K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
525+ 8.84% |
$45.7K - $59.1K
|
6.47K
$574K
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
523+ 3.22% |
$45.5K - $58.8K
|
16.8K
$1.49M
|
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
518+ 1.96% |
$45.1K - $58.3K
|
27K
$2.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
514+ 16.74% |
$44.7K - $57.8K
|
3.59K
$318K
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
495+ 2.57% |
$43.1K - $55.7K
|
19.7K
$1.75M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
486+ 4.74% |
$42.3K - $54.7K
|
10.7K
$953K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
478+ 129.89% |
$41.6K - $53.8K
|
846
$75.1K
|
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
471+ 2.96% |
$41K - $53K
|
16.4K
$1.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
470+ 0.7% |
$40.9K - $52.9K
|
67.5K
$5.99M
|