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 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
72New |
$6.27K - $8.1K
|
72
$6.41K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
70+ 1.24% |
$6.09K - $7.88K
|
5.74K
$511K
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
70+ 0.63% |
$6.09K - $7.88K
|
11.1K
$988K
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
70+ 0.79% |
$6.09K - $7.88K
|
8.94K
$796K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
70+ 5.26% |
$6.09K - $7.88K
|
1.4K
$125K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
70+ 0.11% |
$6.09K - $7.88K
|
64.9K
$5.78M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
68New |
$5.92K - $7.65K
|
68
$6.06K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
68+ 16.43% |
$5.92K - $7.65K
|
482
$42.9K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
68+ 0.01% |
$5.92K - $7.65K
|
740K
$65.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
67+ 0.36% |
$5.83K - $7.54K
|
18.7K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
67+ 0.08% |
$5.83K - $7.54K
|
85.1K
$7.58M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
67+ 0.36% |
$5.83K - $7.54K
|
18.7K
$1.67M
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
66+ 0.77% |
$5.74K - $7.43K
|
8.69K
$774K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
66+ 21.15% |
$5.74K - $7.43K
|
378
$33.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
64+ 0.93% |
$5.57K - $7.2K
|
6.98K
$622K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
64+ 2.6% |
$5.57K - $7.2K
|
2.52K
$225K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
62+ 1.62% |
$5.4K - $6.98K
|
3.89K
$347K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
61+ 0.95% |
$5.31K - $6.86K
|
6.5K
$579K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
59New |
$5.14K - $6.64K
|
59
$5.26K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
58+ 0.71% |
$5.05K - $6.53K
|
8.22K
$732K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
55+ 12.79% |
$4.79K - $6.19K
|
485
$43.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
55+ 16.08% |
$4.79K - $6.19K
|
397
$35.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
51+ 0.43% |
$4.44K - $5.74K
|
11.9K
$1.06M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
50+ 9.35% |
$4.35K - $5.63K
|
585
$52.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
50+ 1.22% |
$4.35K - $5.63K
|
4.16K
$370K
|
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
50+ 0.84% |
$4.35K - $5.63K
|
6K
$534K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
50New |
$4.35K - $5.63K
|
50
$4.45K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
48+ 2.07% |
$4.18K - $5.4K
|
2.37K
$211K
|
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
47+ 0.4% |
$4.09K - $5.29K
|
11.7K
$1.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
47+ 1.5% |
$4.09K - $5.29K
|
3.18K
$283K
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
46+ 0.61% |
$4K - $5.18K
|
7.64K
$680K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
42+ 0.47% |
$3.66K - $4.73K
|
8.98K
$800K
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
37+ 0.63% |
$3.22K - $4.16K
|
5.88K
$524K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 0.02% |
$3.05K - $3.94K
|
153K
$13.6M
|
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
33+ 0.33% |
$2.87K - $3.71K
|
9.89K
$881K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
32+ 5.18% |
$2.79K - $3.6K
|
650
$57.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
32+ 2.37% |
$2.79K - $3.6K
|
1.38K
$123K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
29+ 1.05% |
$2.52K - $3.26K
|
2.8K
$249K
|
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
BUY
|
- |
28+ 0.95% |
$2.44K - $3.15K
|
2.97K
$264K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
28+ 0.31% |
$2.44K - $3.15K
|
9.13K
$813K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
27New |
$2.35K - $3.04K
|
27
$2.41K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 0.04% |
$2.35K - $3.04K
|
73.2K
$6.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.62% |
$2.09K - $2.7K
|
3.92K
$350K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 2.07% |
$2.09K - $2.7K
|
1.19K
$106K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
23+ 0.55% |
$2K - $2.59K
|
4.18K
$372K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23+ 0.56% |
$2K - $2.59K
|
4.14K
$369K
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
22+ 0.22% |
$1.91K - $2.48K
|
10.1K
$898K
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
21+ 0.61% |
$1.83K - $2.36K
|
3.46K
$308K
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
21+ 0.8% |
$1.83K - $2.36K
|
2.65K
$236K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
21+ 0.19% |
$1.83K - $2.36K
|
11K
$981K
|