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 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
145+ 4.32% |
$12.6K - $16.3K
|
3.5K
$310K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
144+ 1.17% |
$12.5K - $16.2K
|
12.5K
$1.11M
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
142+ 0.3% |
$12.4K - $16K
|
48.1K
$4.27M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
141+ 0.76% |
$12.3K - $15.9K
|
18.7K
$1.66M
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
141+ 0.41% |
$12.3K - $15.9K
|
34.4K
$3.05M
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
140+ 1.35% |
$12.2K - $15.8K
|
10.5K
$934K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
140+ 0.97% |
$12.2K - $15.8K
|
14.6K
$1.29M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
138+ 0.23% |
$12K - $15.5K
|
59.6K
$5.29M
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
136+ 0.31% |
$11.8K - $15.3K
|
43.4K
$3.85M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
136+ 3.02% |
$11.8K - $15.3K
|
4.64K
$412K
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
134+ 1.84% |
$11.7K - $15.1K
|
7.42K
$659K
|
|
Jul 27, 2022
Q2 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
134+ 3.78% |
$11.7K - $15.1K
|
3.68K
$327K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
134+ 252.83% |
$11.7K - $15.1K
|
187
$16.6K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
133+ 85.81% |
$11.6K - $15K
|
288
$25.6K
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
131+ 4.69% |
$11.4K - $14.7K
|
2.92K
$259K
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
130+ 12.85% |
$11.3K - $14.6K
|
1.14K
$101K
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
128+ 3.97% |
$11.1K - $14.4K
|
3.35K
$298K
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
127+ 5.14% |
$11.1K - $14.3K
|
2.6K
$231K
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
125+ 0.83% |
$10.9K - $14.1K
|
15.2K
$1.35M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
123+ 0.51% |
$10.7K - $13.8K
|
24K
$2.13M
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
120+ 3.62% |
$10.4K - $13.5K
|
3.43K
$305K
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
117+ 3.36% |
$10.2K - $13.2K
|
3.59K
$319K
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
111+ 1.35% |
$9.66K - $12.5K
|
8.34K
$740K
|
|
Jul 29, 2022
Q2 2022
|
Kearns & Associates LLC
|
BUY
|
- |
110+ 2.07% |
$9.57K - $12.4K
|
5.43K
$482K
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
104+ 1.73% |
$9.05K - $11.7K
|
6.11K
$542K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
100+ 0.06% |
$8.7K - $11.3K
|
155K
$13.8M
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
99+ 3.67% |
$8.62K - $11.1K
|
2.8K
$249K
|
|
Jul 21, 2022
Q2 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
97+ 0.55% |
$8.44K - $10.9K
|
17.7K
$1.57M
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
97+ 0.89% |
$8.44K - $10.9K
|
11K
$977K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
94+ 0.99% |
$8.18K - $10.6K
|
9.54K
$847K
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
94+ 1.04% |
$8.18K - $10.6K
|
9.12K
$810K
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
92+ 10.95% |
$8.01K - $10.4K
|
932
$82.7K
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
92+ 2.64% |
$8.01K - $10.4K
|
3.58K
$318K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
91+ 0.79% |
$7.92K - $10.2K
|
11.6K
$1.03M
|
|
Aug 05, 2022
Q2 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
91+ 1.19% |
$7.92K - $10.2K
|
7.72K
$685K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
90+ 0.82% |
$7.83K - $10.1K
|
11.1K
$982K
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90+ 25.0% |
$7.83K - $10.1K
|
450
$39.9K
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
90+ 1.29% |
$7.83K - $10.1K
|
7.09K
$629K
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
89+ 0.38% |
$7.75K - $10K
|
23.8K
$2.11M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
89+ 4.06% |
$7.75K - $10K
|
2.28K
$203K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
88+ 4.83% |
$7.66K - $9.9K
|
1.91K
$169K
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
85+ 20.19% |
$7.4K - $9.56K
|
506
$44.9K
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
82New |
$7.14K - $9.23K
|
82
$7.28K
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
82+ 0.94% |
$7.14K - $9.23K
|
8.77K
$778K
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
78+ 1.68% |
$6.79K - $8.78K
|
4.73K
$420K
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
76+ 1.52% |
$6.62K - $8.55K
|
5.06K
$449K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
76+ 0.87% |
$6.62K - $8.55K
|
8.79K
$780K
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
73+ 2.42% |
$6.35K - $8.21K
|
3.09K
$274K
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
72+ 2.53% |
$6.27K - $8.1K
|
2.92K
$259K
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
72+ 1.1% |
$6.27K - $8.1K
|
6.64K
$589K
|