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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
467+ 1.41% |
$40.6K - $52.5K
|
33.5K
$2.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
467+ 3.58% |
$40.6K - $52.5K
|
13.5K
$1.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
464+ 0.66% |
$40.4K - $52.2K
|
70.8K
$6.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
463+ 15.52% |
$40.3K - $52.1K
|
3.45K
$306K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
460+ 10.4% |
$40K - $51.8K
|
4.88K
$433K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
452+ 5.41% |
$39.3K - $50.9K
|
8.81K
$782K
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
450+ 18.85% |
$39.2K - $50.6K
|
2.84K
$252K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
448New |
$39K - $50.4K
|
448
$39.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
447+ 6.13% |
$38.9K - $50.3K
|
7.74K
$687K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
443+ 5.27% |
$38.6K - $49.8K
|
8.84K
$785K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
440+ 7.12% |
$38.3K - $49.5K
|
6.62K
$587K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
440+ 2.39% |
$38.3K - $49.5K
|
18.9K
$1.68M
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
430+ 20.5% |
$37.4K - $48.4K
|
2.53K
$224K
|
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
426+ 0.06% |
$37.1K - $47.9K
|
774K
$68.7M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
425+ 2.22% |
$37K - $47.8K
|
19.6K
$1.74M
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
422+ 6.45% |
$36.7K - $47.5K
|
6.97K
$618K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
416+ 23.25% |
$36.2K - $46.8K
|
2.21K
$196K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
413+ 3.3% |
$35.9K - $46.5K
|
12.9K
$1.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
406+ 1.43% |
$35.3K - $45.7K
|
28.8K
$2.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
400+ 6.46% |
$34.8K - $45K
|
6.59K
$585K
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
398+ 2.87% |
$34.6K - $44.8K
|
14.2K
$1.26M
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
388+ 0.49% |
$33.8K - $43.7K
|
79.5K
$7.06M
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
383New |
$33.3K - $43.1K
|
383
$34K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
370+ 36.67% |
$32.2K - $41.6K
|
1.38K
$122K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
365+ 7.08% |
$31.8K - $41.1K
|
5.52K
$490K
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
365+ 58.12% |
$31.8K - $41.1K
|
993
$88.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
360+ 4.17% |
$31.3K - $40.5K
|
8.98K
$797K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
359+ 15.18% |
$31.2K - $40.4K
|
2.72K
$242K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
356New |
$31K - $40.1K
|
356
$31.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
355+ 13.35% |
$30.9K - $39.9K
|
3.01K
$267K
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
350+ 3.21% |
$30.5K - $39.4K
|
11.2K
$998K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
347+ 10.93% |
$30.2K - $39K
|
3.52K
$313K
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
346+ 0.2% |
$30.1K - $38.9K
|
176K
$15.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
346+ 4.22% |
$30.1K - $38.9K
|
8.54K
$758K
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
344+ 2.11% |
$29.9K - $38.7K
|
16.6K
$1.48M
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
343+ 3.09% |
$29.9K - $38.6K
|
11.4K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
340+ 17.33% |
$29.6K - $38.3K
|
2.3K
$204K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
335+ 2.25% |
$29.2K - $37.7K
|
15.2K
$1.35M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
329New |
$28.6K - $37K
|
329
$29.2K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
324+ 2.92% |
$28.2K - $36.5K
|
11.4K
$1.02M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
323+ 4.2% |
$28.1K - $36.3K
|
8.01K
$711K
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
322+ 1.07% |
$28K - $36.2K
|
30.5K
$2.71M
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
311+ 0.67% |
$27.1K - $35K
|
46.4K
$4.12M
|
|
|
Jul 12, 2022
Q2 2022
|
Sara Bay Financial
|
BUY
|
- |
305+ 3.31% |
$26.5K - $34.3K
|
9.52K
$845K
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
304+ 15.55% |
$26.5K - $34.2K
|
2.26K
$200K
|
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
BUY
|
- |
303+ 2.06% |
$26.4K - $34.1K
|
15K
$1.34M
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
300+ 14.89% |
$26.1K - $33.8K
|
2.32K
$205K
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
300+ 3.2% |
$26.1K - $33.8K
|
9.67K
$858K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
295+ 7.97% |
$25.7K - $33.2K
|
4K
$355K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
292+ 3.11% |
$25.4K - $32.9K
|
9.68K
$859K
|