Purchases and Sales Made in Q3 2021 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.04K+ 5.29% |
$411K - $448K
|
80.5K
$7.38M
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
4.03K+ 6.82% |
$410K - $447K
|
63.1K
$5.79M
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.93KNew |
$400K - $436K
|
3.93K
$360K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
3.91K+ 4.77% |
$397K - $433K
|
85.8K
$7.87M
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.87K+ 8.71% |
$394K - $429K
|
48.3K
$4.43M
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.85K+ 4.12% |
$391K - $427K
|
97.3K
$8.91M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.83K+ 2.89% |
$390K - $425K
|
136K
$12.5M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
3.63K+ 5.72% |
$370K - $403K
|
67.2K
$6.15M
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
3.63KNew |
$370K - $403K
|
3.63K
$333K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.61KNew |
$367K - $400K
|
3.61K
$331K
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.58K+ 12.0% |
$365K - $398K
|
33.5K
$3.07M
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.49K+ 12.63% |
$356K - $387K
|
31.1K
$2.85M
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.43K+ 21.13% |
$349K - $380K
|
19.7K
$1.8M
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$336K - $366K
|
3.3K
$302K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.25K+ 0.2% |
$331K - $360K
|
1.63M
$150M
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.24K+ 3.54% |
$329K - $359K
|
94.7K
$8.68M
|
|
Nov 16, 2021
Q3 2021
|
Asset Planning Corporation
|
BUY
|
- |
3.21K+ 5.63% |
$326K - $356K
|
60.1K
$5.51M
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.17K+ 146.4% |
$323K - $352K
|
5.34K
$489K
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.17K+ 5.18% |
$323K - $352K
|
64.3K
$5.89M
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
3.13K+ 3.98% |
$318K - $347K
|
81.6K
$7.47M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.12K+ 2.21% |
$317K - $346K
|
144K
$13.2M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.11KNew |
$317K - $345K
|
3.11K
$285K
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
3.09K+ 8.9% |
$315K - $343K
|
37.8K
$3.47M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.05K+ 29.95% |
$311K - $339K
|
13.2K
$1.21M
|
|
Sep 18, 2023
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
- |
3.01KNew |
$307K - $334K
|
3.01K
$276K
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.01K+ 20.89% |
$306K - $334K
|
17.4K
$1.6M
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
3KNew |
$305K - $332K
|
3K
$275K
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.99K+ 52.19% |
$304K - $331K
|
8.71K
$798K
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.96K+ 12.0% |
$302K - $329K
|
27.7K
$2.54M
|
|
Nov 15, 2021
Q3 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.96KNew |
$301K - $328K
|
2.96K
$271K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.92K+ 2.8% |
$297K - $324K
|
107K
$9.81M
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.9K+ 55.83% |
$295K - $322K
|
8.09K
$741K
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.89K+ 50.84% |
$294K - $320K
|
8.56K
$784K
|
|
Nov 15, 2021
Q3 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.86K+ 7.32% |
$291K - $317K
|
41.9K
$3.84M
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
2.79K+ 20.54% |
$284K - $309K
|
16.4K
$1.5M
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.76K+ 5.28% |
$281K - $306K
|
55K
$5.04M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.75K+ 15.39% |
$280K - $305K
|
20.6K
$1.89M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.74K+ 3.55% |
$279K - $304K
|
80K
$7.33M
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.64K+ 1.4% |
$268K - $292K
|
191K
$17.5M
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.61K+ 3.25% |
$266K - $290K
|
83.1K
$7.61M
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.61K+ 75.09% |
$265K - $289K
|
6.08K
$557K
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.61K+ 16.69% |
$265K - $289K
|
18.2K
$1.67M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.6K+ 5.1% |
$264K - $288K
|
53.5K
$4.9M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.59K+ 0.25% |
$264K - $288K
|
1.03M
$94.5M
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.59KNew |
$263K - $287K
|
2.59K
$237K
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
2.57K+ 40.26% |
$262K - $285K
|
8.96K
$821K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.57K+ 11.31% |
$262K - $285K
|
25.3K
$2.32M
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.53KNew |
$258K - $281K
|
2.53K
$232K
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.53KNew |
$257K - $280K
|
2.53K
$232K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.52K+ 0.96% |
$257K - $280K
|
266K
$24.3M
|