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 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
21+ 0.82% |
$1.83K - $2.36K
|
2.57K
$229K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 0.56% |
$1.74K - $2.25K
|
3.6K
$321K
|
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
20+ 0.62% |
$1.74K - $2.25K
|
3.23K
$287K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
20+ 0.17% |
$1.74K - $2.25K
|
11.5K
$1.03M
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
19+ 0.79% |
$1.65K - $2.14K
|
2.41K
$215K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
18New |
$1.57K - $2.03K
|
18
$1.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
17+ 0.51% |
$1.48K - $1.91K
|
3.34K
$298K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.08% |
$1.39K - $1.8K
|
19.5K
$1.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15+ 0.58% |
$1.31K - $1.69K
|
2.61K
$232K
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
14+ 0.47% |
$1.22K - $1.58K
|
3.01K
$268K
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
14+ 0.13% |
$1.22K - $1.58K
|
10.4K
$927K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
14+ 0.12% |
$1.22K - $1.58K
|
11.8K
$1.05M
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
13+ 0.3% |
$1.13K - $1.46K
|
4.31K
$384K
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.44% |
$1.13K - $1.46K
|
2.98K
$266K
|
|
|
Aug 02, 2022
Q2 2022
|
Drystone LLC
|
BUY
|
- |
12+ 0.03% |
$1.04K - $1.35K
|
44.2K
$3.93M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
10+ 0.28% |
$870 - $1.13K
|
3.61K
$321K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
10+ 0.44% |
$870 - $1.13K
|
2.29K
$204K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9+ 0.27% |
$783 - $1.01K
|
3.34K
$298K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9+ 0.35% |
$783 - $1.01K
|
2.58K
$230K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.3% |
$783 - $1.01K
|
3.01K
$268K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
7+ 1.59% |
$609 - $788
|
448
$39.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.11% |
$609 - $788
|
6.19K
$551K
|
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.06% |
$609 - $788
|
11.2K
$999K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6+ 0.13% |
$522 - $675
|
4.74K
$422K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6+ 0.25% |
$522 - $675
|
2.41K
$215K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
6+ 0.19% |
$522 - $675
|
3.12K
$278K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 6.76% |
$435 - $563
|
79
$7.04K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 0.29% |
$435 - $563
|
1.71K
$152K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.02% |
$435 - $563
|
21.2K
$1.89M
|
|
|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
BUY
|
- |
5+ 0.08% |
$435 - $563
|
6.42K
$572K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.11% |
$348 - $450
|
3.81K
$339K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
4New |
$348 - $450
|
4
$356
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$348 - $450
|
3.81K
$340K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 2.33% |
$348 - $450
|
176
$15.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$348 - $450
|
3.21K
$286K
|
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4+ 0.11% |
$348 - $450
|
3.57K
$318K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
4New |
$348 - $450
|
4
$356
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.54% |
$261 - $338
|
556
$49.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
3+ 0.1% |
$261 - $338
|
3.11K
$277K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 9.52% |
$174 - $225
|
23
$2.05K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.08% |
$174 - $225
|
2.41K
$215K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.22% |
$174 - $225
|
916
$81.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.31% |
$174 - $225
|
637
$56.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.18% |
$174 - $225
|
1.11K
$98.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.14% |
$174 - $225
|
1.46K
$130K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.01% |
$174 - $225
|
37.4K
$3.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2+ 0.05% |
$174 - $225
|
4.3K
$383K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.1% |
$87 - $113
|
968
$86.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$87 - $113
|
1
$89.1
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.11% |
$87 - $113
|
917
$81.7K
|