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 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.73K+ 7.1% |
$176K - $192K
|
26.1K
$2.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.73K+ 4.94% |
$176K - $192K
|
36.7K
$3.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.73K+ 5.39% |
$176K - $191K
|
33.7K
$3.09M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1.71K+ 3.01% |
$174K - $190K
|
58.7K
$5.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
1.71K+ 5.47% |
$174K - $189K
|
32.9K
$3.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.67K+ 0.88% |
$170K - $185K
|
191K
$17.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.65K+ 1.86% |
$168K - $183K
|
90.7K
$8.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.65K+ 17.81% |
$168K - $183K
|
10.9K
$1M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.63K+ 1.27% |
$166K - $181K
|
130K
$11.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.59K+ 12.91% |
$161K - $176K
|
13.9K
$1.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.59K+ 34.93% |
$161K - $176K
|
6.12K
$561K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.57K+ 26.07% |
$160K - $175K
|
7.61K
$697K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.57K+ 26.07% |
$160K - $175K
|
7.61K
$697K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.56K+ 61.25% |
$159K - $173K
|
4.11K
$376K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.53K+ 6.01% |
$155K - $169K
|
26.9K
$2.47M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
1.52K+ 13.32% |
$155K - $168K
|
12.9K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.5K+ 16.1% |
$152K - $166K
|
10.8K
$989K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.47K+ 1.79% |
$150K - $163K
|
83.8K
$7.67M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
1.46K+ 1.39% |
$149K - $162K
|
107K
$9.76M
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 4.73% |
$147K - $160K
|
32K
$2.94M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
1.44K+ 12.86% |
$146K - $159K
|
12.6K
$1.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.4K+ 19.79% |
$142K - $155K
|
8.48K
$777K
|
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.38K+ 7.21% |
$140K - $153K
|
20.4K
$1.87M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 31.6% |
$137K - $150K
|
5.62K
$515K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.33K+ 57.34% |
$136K - $148K
|
3.66K
$335K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.33K+ 1.63% |
$135K - $148K
|
82.7K
$7.58M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.33K+ 4.04% |
$135K - $147K
|
34.2K
$3.14M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
1.33K+ 3.19% |
$135K - $147K
|
43K
$3.94M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.32K+ 4.34% |
$134K - $146K
|
31.7K
$2.91M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.32K+ 12.44% |
$134K - $146K
|
11.9K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.31K+ 12.89% |
$134K - $146K
|
11.5K
$1.05M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.28K+ 9.78% |
$131K - $142K
|
14.4K
$1.32M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.28KNew |
$130K - $142K
|
1.28K
$117K
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.27K+ 7.22% |
$130K - $141K
|
18.9K
$1.73M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
1.27K+ 3.03% |
$129K - $140K
|
43K
$3.94M
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
1.25K+ 2.25% |
$127K - $139K
|
57K
$5.22M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.25K+ 20.18% |
$127K - $139K
|
7.45K
$683K
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.25K+ 38.28% |
$127K - $138K
|
4.5K
$412K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.24K+ 15.0% |
$126K - $138K
|
9.52K
$873K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
1.24K+ 1.0% |
$126K - $138K
|
126K
$11.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
1.23K+ 39.04% |
$125K - $136K
|
4.38K
$401K
|
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
BUY
|
- |
1.2K+ 6.22% |
$122K - $133K
|
20.5K
$1.88M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
1.19K+ 9.76% |
$121K - $132K
|
13.3K
$1.22M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.19K+ 16.13% |
$121K - $132K
|
8.54K
$782K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.19K+ 23.9% |
$121K - $132K
|
6.15K
$563K
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 1.82% |
$120K - $131K
|
66.1K
$6.06M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
1.15K+ 50.81% |
$117K - $128K
|
3.43K
$314K
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.14K+ 13.17% |
$116K - $127K
|
9.81K
$898K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.14K+ 3.73% |
$116K - $126K
|
31.7K
$2.9M
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
1.13K+ 16.87% |
$115K - $125K
|
7.84K
$718K
|