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 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-459- 0.79% |
$40K - $51.6K
|
57.6K
$5.13M
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-476- 2.73% |
$41.4K - $53.6K
|
17K
$1.51M
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-477- 0.49% |
$41.5K - $53.7K
|
96.1K
$8.56M
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-480- 10.15% |
$41.8K - $54K
|
4.25K
$378K
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-482- 2.04% |
$42K - $54.2K
|
23.2K
$2.07M
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-489- 2.34% |
$42.6K - $55K
|
20.4K
$1.82M
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-492- 12.26% |
$42.8K - $55.4K
|
3.52K
$314K
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-498- 10.93% |
$43.3K - $56K
|
4.06K
$362K
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-506- 11.96% |
$44K - $56.9K
|
3.73K
$332K
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-512- 1.4% |
$44.6K - $57.6K
|
36K
$3.2M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-512- 11.6% |
$44.6K - $57.6K
|
3.9K
$348K
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-513- 1.95% |
$44.7K - $57.7K
|
25.8K
$2.29M
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-518- 1.19% |
$45.1K - $58.3K
|
43K
$3.83M
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-521- 1.32% |
$45.3K - $58.6K
|
39K
$3.47M
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-527- 31.37% |
$45.9K - $59.3K
|
1.15K
$103K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-532- 7.94% |
$46.3K - $59.9K
|
6.17K
$549K
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-536- 0.61% |
$46.7K - $60.3K
|
87.5K
$7.79M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-541- 1.39% |
$47.1K - $60.9K
|
38.4K
$3.42M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-543Closed |
$47.3K - $61.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-544- 3.14% |
$47.3K - $61.2K
|
16.8K
$1.49M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-551- 0.59% |
$48K - $62K
|
93.5K
$8.33M
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-552- 6.03% |
$48K - $62.1K
|
8.6K
$766K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-562- 2.24% |
$48.9K - $63.2K
|
24.6K
$2.19M
|
|
Aug 02, 2022
Q2 2022
|
Fidato Wealth LLC
|
SELL
|
- |
-566- 0.71% |
$49.3K - $63.7K
|
79.4K
$7.07M
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-567- 3.02% |
$49.4K - $63.8K
|
18.2K
$1.62M
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-575- 38.8% |
$50K - $64.7K
|
907
$80.8K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-583- 10.47% |
$50.7K - $65.6K
|
4.99K
$444K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-585- 0.52% |
$50.9K - $65.8K
|
112K
$9.95M
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-589- 6.62% |
$51.3K - $66.3K
|
8.31K
$740K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-592- 7.27% |
$51.5K - $66.6K
|
7.55K
$672K
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-615- 3.12% |
$53.5K - $69.2K
|
19.1K
$1.7M
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-616- 3.27% |
$53.6K - $69.3K
|
18.2K
$1.62M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-617- 3.59% |
$53.7K - $69.4K
|
16.6K
$1.48M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-626- 8.02% |
$54.5K - $70.4K
|
7.18K
$640K
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-627- 4.51% |
$54.6K - $70.5K
|
13.3K
$1.18M
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-627- 21.39% |
$54.6K - $70.5K
|
2.3K
$205K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-628Closed |
$54.7K - $70.7K
|
0
$0
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-628- 3.95% |
$54.7K - $70.7K
|
15.3K
$1.36M
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-630- 39.2% |
$54.8K - $70.9K
|
977
$87K
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-641- 15.31% |
$55.8K - $72.1K
|
3.55K
$316K
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-641- 3.09% |
$55.8K - $72.1K
|
20.1K
$1.79M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-645- 15.64% |
$56.1K - $72.6K
|
3.48K
$310K
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-647- 14.27% |
$56.3K - $72.8K
|
3.89K
$346K
|
|
Jul 25, 2022
Q2 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-651- 2.05% |
$56.7K - $73.2K
|
31.1K
$2.77M
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-651- 8.05% |
$56.7K - $73.2K
|
7.43K
$662K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-652- 11.09% |
$56.8K - $73.4K
|
5.23K
$466K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-653- 13.38% |
$56.8K - $73.5K
|
4.23K
$376K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-653- 18.5% |
$56.8K - $73.5K
|
2.88K
$256K
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-659- 0.45% |
$57.4K - $74.1K
|
145K
$12.9M
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-660- 10.81% |
$57.4K - $74.3K
|
5.44K
$485K
|