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 |
|---|---|---|---|---|---|---|---|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.5K+ 94.3% |
$217K - $281K
|
5.14K
$456K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
2.49KNew |
$217K - $280K
|
2.49K
$221K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.49KNew |
$216K - $280K
|
2.49K
$221K
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.48K+ 9.82% |
$216K - $279K
|
27.7K
$2.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.48K+ 17.95% |
$215K - $278K
|
16.3K
$1.44M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.47K+ 115.31% |
$215K - $278K
|
4.61K
$409K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
2.43KNew |
$212K - $273K
|
2.43K
$216K
|
|
|
Aug 16, 2022
Q2 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
2.42KNew |
$211K - $272K
|
2.42K
$215K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.37K+ 11.47% |
$206K - $267K
|
23K
$2.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.37KNew |
$206K - $267K
|
2.37K
$210K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.35K+ 21.24% |
$205K - $264K
|
13.4K
$1.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
2.32K+ 3.9% |
$202K - $261K
|
61.8K
$5.48M
|
|
|
Jul 18, 2022
Q2 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$201K - $260K
|
2.31K
$205K
|
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 4.43% |
$201K - $260K
|
54.4K
$4.82M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.28K+ 10.7% |
$198K - $256K
|
23.5K
$2.09M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.28KNew |
$198K - $256K
|
2.28K
$202K
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.27K+ 5.86% |
$198K - $256K
|
41.1K
$3.65M
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
2.27K+ 4.21% |
$198K - $256K
|
56.2K
$4.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.25K+ 6.54% |
$196K - $253K
|
36.7K
$3.26M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
2.25K+ 65.98% |
$196K - $253K
|
5.66K
$502K
|
|
|
Aug 16, 2022
Q2 2022
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
2.23KNew |
$194K - $251K
|
2.23K
$198K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.22K+ 18.55% |
$193K - $250K
|
14.2K
$1.26M
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.2KNew |
$192K - $248K
|
2.2K
$196K
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
2.18K+ 4.98% |
$190K - $245K
|
45.9K
$4.08M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
2.11K+ 15.25% |
$183K - $237K
|
15.9K
$1.41M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.09K+ 11.21% |
$182K - $235K
|
20.7K
$1.84M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.08K+ 10.9% |
$181K - $234K
|
21.1K
$1.87M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.07K+ 31.89% |
$180K - $233K
|
8.57K
$760K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.05K+ 16.14% |
$179K - $231K
|
14.8K
$1.31M
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
BUY
|
- |
2.05K+ 3.19% |
$178K - $230K
|
66.2K
$5.87M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.04K+ 2.16% |
$177K - $229K
|
96.5K
$8.56M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.04K+ 25.17% |
$177K - $229K
|
10.1K
$898K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.03K+ 5.1% |
$177K - $228K
|
41.8K
$3.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.01K+ 61.07% |
$175K - $226K
|
5.31K
$471K
|
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
BUY
|
- |
1.99K+ 19.48% |
$173K - $224K
|
12.2K
$1.08M
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.98K+ 4.36% |
$172K - $223K
|
47.5K
$4.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.98K+ 57.95% |
$172K - $223K
|
5.39K
$478K
|
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
BUY
|
- |
1.97K+ 1.11% |
$171K - $221K
|
178K
$15.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.97K+ 14.85% |
$171K - $221K
|
15.2K
$1.35M
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.95KNew |
$169K - $219K
|
1.95K
$173K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.95KNew |
$169K - $219K
|
1.95K
$173K
|
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
BUY
|
- |
1.95K+ 10.25% |
$169K - $219K
|
20.9K
$1.86M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.94K+ 11.24% |
$169K - $218K
|
19.2K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 12.94% |
$167K - $216K
|
16.8K
$1.49M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
1.91K+ 17.82% |
$166K - $215K
|
12.6K
$1.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.85K+ 58.44% |
$161K - $208K
|
5K
$444K
|
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.84K+ 8.93% |
$160K - $207K
|
22.4K
$1.99M
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 3.29% |
$155K - $200K
|
55.9K
$4.96M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.77K+ 6.33% |
$154K - $199K
|
29.8K
$2.64M
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.76K+ 5.02% |
$153K - $198K
|
36.8K
$3.27M
|