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 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-5.58K- 37.03% |
$485K - $627K
|
9.48K
$841K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.63K- 4.16% |
$490K - $633K
|
130K
$11.5M
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-5.67K- 5.66% |
$494K - $638K
|
94.6K
$8.4M
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.69K- 66.01% |
$496K - $640K
|
2.93K
$260K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-5.72K- 8.93% |
$497K - $643K
|
58.3K
$5.17M
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-5.78K- 99.95% |
$503K - $650K
|
3
$266
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.84K- 38.88% |
$508K - $656K
|
9.17K
$814K
|
|
Jul 18, 2022
Q2 2022
|
Whelan Financial
|
SELL
|
- |
-5.84K- 3.29% |
$509K - $657K
|
172K
$15.3M
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-5.95K- 6.67% |
$518K - $669K
|
83.2K
$7.38M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.96K- 24.97% |
$519K - $671K
|
17.9K
$1.59M
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-6K- 15.83% |
$522K - $674K
|
31.9K
$2.83M
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6.14K- 7.38% |
$534K - $690K
|
77K
$6.83M
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-6.23K- 19.99% |
$543K - $701K
|
24.9K
$2.21M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6.29K- 22.91% |
$548K - $708K
|
21.2K
$1.88M
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.38K- 57.61% |
$555K - $718K
|
4.7K
$417K
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
SELL
|
- |
-6.44K- 9.16% |
$560K - $724K
|
63.9K
$5.67M
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-6.62K- 69.75% |
$577K - $745K
|
2.87K
$255K
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.65K- 3.06% |
$579K - $749K
|
211K
$18.7M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-6.85K- 28.06% |
$596K - $770K
|
17.6K
$1.56M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-7.09K- 2.78% |
$617K - $797K
|
248K
$22M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7.28KClosed |
$634K - $819K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-7.37KClosed |
$641K - $829K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-7.4K- 6.64% |
$644K - $832K
|
104K
$9.23M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.41K- 20.43% |
$645K - $834K
|
28.9K
$2.56M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.45K- 15.32% |
$648K - $838K
|
41.2K
$3.65M
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-7.63K- 35.02% |
$664K - $859K
|
14.2K
$1.26M
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-7.7K- 7.4% |
$670K - $866K
|
96.3K
$8.55M
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.78K- 20.58% |
$677K - $875K
|
30K
$2.66M
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-7.79K- 24.59% |
$678K - $876K
|
23.9K
$2.12M
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-7.93K- 7.16% |
$690K - $892K
|
103K
$9.13M
|
|
Aug 15, 2022
Q2 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.98KClosed |
$695K - $898K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-8.12KClosed |
$706K - $913K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8.22KClosed |
$716K - $925K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.29K- 6.32% |
$722K - $933K
|
123K
$10.9M
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-8.35K- 37.0% |
$726K - $939K
|
14.2K
$1.26M
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-8.36KClosed |
$728K - $941K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-8.61KClosed |
$750K - $969K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-8.81K- 17.23% |
$767K - $991K
|
42.3K
$3.76M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.85K- 31.59% |
$770K - $995K
|
19.2K
$1.7M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.85KClosed |
$770K - $996K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.97K- 14.5% |
$781K - $1.01M
|
52.9K
$4.7M
|
|
Jul 18, 2022
Q2 2022
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-9.3K- 20.99% |
$809K - $1.05M
|
35K
$3.11M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-9.36KClosed |
$814K - $1.05M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-9.39KClosed |
$818K - $1.06M
|
0
$0
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-9.4KClosed |
$818K - $1.06M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-9.47K- 57.26% |
$824K - $1.07M
|
7.07K
$627K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-9.49K- 15.51% |
$826K - $1.07M
|
51.7K
$4.59M
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.75K- 83.16% |
$849K - $1.1M
|
1.97K
$175K
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-9.78K- 26.64% |
$852K - $1.1M
|
26.9K
$2.39M
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.9K- 78.6% |
$862K - $1.11M
|
2.7K
$239K
|