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 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.49K- 1.63% |
$129K - $167K
|
89.7K
$7.96M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.49K- 3.47% |
$130K - $168K
|
41.4K
$3.68M
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-1.52K- 1.1% |
$132K - $171K
|
136K
$12.1M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.52K- 1.81% |
$132K - $171K
|
82.4K
$7.31M
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 1.69% |
$133K - $172K
|
88.8K
$7.88M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.55K- 1.26% |
$135K - $174K
|
122K
$10.8M
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.55K- 4.36% |
$135K - $174K
|
34K
$3.02M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.59K- 23.7% |
$138K - $178K
|
5.11K
$453K
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.59K- 1.17% |
$138K - $178K
|
134K
$11.8M
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.59K- 4.77% |
$138K - $179K
|
31.8K
$2.82M
|
|
Jul 28, 2022
Q2 2022
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.64K- 2.12% |
$143K - $185K
|
75.8K
$6.72M
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 2.02% |
$145K - $188K
|
80.8K
$7.17M
|
|
Aug 10, 2022
Q2 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.67K- 14.53% |
$146K - $188K
|
9.84K
$873K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1.69K- 1.88% |
$147K - $190K
|
88.1K
$7.82M
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.69K- 2.37% |
$147K - $190K
|
69.5K
$6.16M
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.7KClosed |
$148K - $191K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.72K- 3.11% |
$150K - $193K
|
53.5K
$4.75M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.73K- 10.78% |
$150K - $194K
|
14.3K
$1.27M
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.73K- 15.95% |
$150K - $194K
|
9.1K
$808K
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
SELL
|
- |
-1.76K- 15.33% |
$153K - $198K
|
9.71K
$861K
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.79K- 18.31% |
$156K - $201K
|
7.98K
$708K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.8K- 12.43% |
$157K - $203K
|
12.7K
$1.13M
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.82K- 36.11% |
$158K - $205K
|
3.22K
$286K
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.82K- 19.72% |
$158K - $205K
|
7.41K
$658K
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.84K- 16.81% |
$160K - $207K
|
9.1K
$807K
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-1.84K- 11.69% |
$160K - $207K
|
13.9K
$1.23M
|
|
Aug 15, 2022
Q2 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.84KClosed |
$160K - $207K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$161K - $208K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.85KClosed |
$161K - $208K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.85K- 3.23% |
$161K - $208K
|
55.4K
$4.92M
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
SELL
|
- |
-1.86KClosed |
$162K - $209K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.87KClosed |
$162K - $210K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.88K- 17.99% |
$164K - $212K
|
8.59K
$762K
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.89K- 8.01% |
$164K - $212K
|
21.7K
$1.92M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.89K- 3.97% |
$165K - $213K
|
45.8K
$4.06M
|
|
Aug 03, 2022
Q2 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.91K- 19.17% |
$167K - $215K
|
8.07K
$716K
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.91K- 5.29% |
$167K - $215K
|
34.2K
$3.04M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-1.92KClosed |
$167K - $216K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
SELL
|
- |
-1.94KClosed |
$169K - $218K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-1.95K- 0.99% |
$169K - $219K
|
195K
$17.3M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.95K- 10.54% |
$170K - $219K
|
16.6K
$1.47M
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.96KClosed |
$170K - $220K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.96KClosed |
$171K - $220K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.96KClosed |
$171K - $221K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.97KClosed |
$171K - $221K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
SELL
|
- |
-1.97KClosed |
$171K - $221K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-1.97KClosed |
$172K - $222K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.99K- 9.21% |
$173K - $224K
|
19.6K
$1.74M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.99K- 34.64% |
$173K - $224K
|
3.75K
$333K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2KClosed |
$174K - $225K
|
0
$0
|