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 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
285+ 1.64% |
$24.8K - $32.1K
|
17.7K
$1.57M
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
284+ 3.56% |
$24.7K - $32K
|
8.27K
$734K
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
284+ 3.6% |
$24.7K - $32K
|
8.18K
$726K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
279+ 6.96% |
$24.3K - $31.4K
|
4.29K
$381K
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
278+ 78.53% |
$24.2K - $31.3K
|
632
$56.1K
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
274+ 9.76% |
$23.8K - $30.8K
|
3.08K
$274K
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
274+ 0.64% |
$23.8K - $30.8K
|
42.8K
$3.8M
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
273+ 9.08% |
$23.8K - $30.7K
|
3.28K
$291K
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
270+ 4.49% |
$23.5K - $30.4K
|
6.28K
$557K
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
263+ 1.49% |
$22.9K - $29.6K
|
17.9K
$1.59M
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
252+ 3.15% |
$21.9K - $28.4K
|
8.25K
$732K
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
247+ 6.67% |
$21.5K - $27.8K
|
3.95K
$350K
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
245+ 2.81% |
$21.3K - $27.6K
|
8.98K
$797K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
238New |
$20.7K - $26.8K
|
238
$21.1K
|
|
Jul 06, 2022
Q2 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
234+ 0.61% |
$20.4K - $26.3K
|
38.5K
$3.41M
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
232+ 0.48% |
$20.2K - $26.1K
|
48.9K
$4.34M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
229+ 0.79% |
$19.9K - $25.8K
|
29.1K
$2.58M
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
225+ 1.25% |
$19.6K - $25.3K
|
18.2K
$1.62M
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
224+ 2.16% |
$19.5K - $25.2K
|
10.6K
$942K
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
222+ 9.05% |
$19.3K - $25K
|
2.68K
$237K
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
219+ 84.23% |
$19.1K - $24.6K
|
479
$42.5K
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
215+ 9.13% |
$18.7K - $24.2K
|
2.57K
$228K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
215New |
$18.7K - $24.2K
|
215
$19.1K
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
213New |
$18.5K - $24K
|
213
$18.9K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
212+ 1.53% |
$18.5K - $23.9K
|
14K
$1.25M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
212+ 1.53% |
$18.5K - $23.9K
|
14K
$1.25M
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
207+ 7.42% |
$18K - $23.3K
|
3K
$266K
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
206+ 9.51% |
$17.9K - $23.2K
|
2.37K
$211K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
203+ 2.56% |
$17.7K - $22.8K
|
8.13K
$722K
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
198+ 2.85% |
$17.2K - $22.3K
|
7.15K
$635K
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
197+ 2.81% |
$17.1K - $22.2K
|
7.21K
$640K
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
196+ 0.64% |
$17.1K - $22.1K
|
30.8K
$2.73M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
196+ 0.11% |
$17.1K - $22.1K
|
174K
$15.5M
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
192New |
$16.7K - $21.6K
|
192
$17K
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
BUY
|
- |
184New |
$16K - $20.7K
|
184
$16.3K
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
184+ 8.99% |
$16K - $20.7K
|
2.23K
$198K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
184New |
$16K - $20.7K
|
184
$16.3K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
183+ 3.59% |
$15.9K - $20.6K
|
5.28K
$468K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
178+ 1.12% |
$15.5K - $20K
|
16K
$1.42M
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
BUY
|
- |
176+ 2.69% |
$15.3K - $19.8K
|
6.73K
$597K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
174+ 10.99% |
$15.1K - $19.6K
|
1.76K
$156K
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
168+ 0.24% |
$14.6K - $18.9K
|
68.9K
$6.11M
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
162+ 0.86% |
$14.1K - $18.2K
|
19.1K
$1.7M
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
161+ 1.25% |
$14K - $18.1K
|
13K
$1.16M
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
155New |
$13.5K - $17.4K
|
155
$13.8K
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
155+ 2.08% |
$13.5K - $17.4K
|
7.6K
$675K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
154+ 0.67% |
$13.4K - $17.3K
|
23.2K
$2.06M
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
151+ 2.7% |
$13.1K - $17K
|
5.75K
$510K
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
150+ 1.1% |
$13.1K - $16.9K
|
13.8K
$1.22M
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
149+ 3.89% |
$13K - $16.8K
|
3.98K
$353K
|