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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.12K+ 40.54% |
$114K - $124K
|
3.88K
$355K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.09K+ 0.62% |
$110K - $120K
|
175K
$16.1M
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.06K+ 16.08% |
$108K - $118K
|
7.67K
$703K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.06K+ 3.91% |
$108K - $118K
|
28.3K
$2.59M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.06K+ 11.72% |
$108K - $118K
|
10.1K
$927K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.06K+ 5.07% |
$107K - $117K
|
21.9K
$2M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.29% |
$106K - $116K
|
82.2K
$7.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
1.04K+ 1.03% |
$106K - $116K
|
102K
$9.36M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
1.04K+ 45.08% |
$106K - $115K
|
3.34K
$306K
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.02K+ 44.68% |
$104K - $113K
|
3.29K
$302K
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.02K+ 11.31% |
$103K - $113K
|
10K
$916K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.02K+ 14.53% |
$103K - $113K
|
8.01K
$734K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 64.25% |
$103K - $112K
|
2.59K
$237K
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
1.01KNew |
$102K - $112K
|
1.01K
$92.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Nkcfo LLC
|
BUY
|
- |
1K+ 13.33% |
$102K - $111K
|
8.5K
$779K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
987+ 881.25% |
$100K - $109K
|
1.1K
$101K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
963+ 1.33% |
$98K - $107K
|
73.6K
$6.74M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
951+ 6.09% |
$96.8K - $105K
|
16.6K
$1.52M
|
|
|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
927+ 32.2% |
$94.4K - $103K
|
3.81K
$349K
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
900+ 14.17% |
$91.6K - $99.8K
|
7.25K
$664K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
899+ 2.36% |
$91.5K - $99.7K
|
39K
$3.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
892+ 145.75% |
$90.8K - $98.9K
|
1.5K
$138K
|
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
878+ 2.41% |
$89.4K - $97.4K
|
37.3K
$3.42M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
875+ 3.59% |
$89.1K - $97.1K
|
25.3K
$2.31M
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
874+ 44.37% |
$89K - $96.9K
|
2.84K
$261K
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
857+ 20.62% |
$87.2K - $95.1K
|
5.01K
$459K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
854+ 1.6% |
$86.9K - $94.7K
|
54.3K
$4.97M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
853+ 13.16% |
$86.8K - $94.6K
|
7.34K
$672K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
844+ 9.77% |
$85.9K - $93.6K
|
9.48K
$869K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
838+ 15.69% |
$85.3K - $93K
|
6.18K
$566K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
830+ 131.75% |
$84.5K - $92.1K
|
1.46K
$134K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
826+ 3.41% |
$84.1K - $91.6K
|
25.1K
$2.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
818+ 0.83% |
$83.3K - $90.7K
|
99.6K
$9.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
810New |
$82.4K - $89.8K
|
810
$74.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
807+ 8.62% |
$82.1K - $89.5K
|
10.2K
$932K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
800+ 3.69% |
$81.4K - $88.7K
|
22.5K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
774New |
$78.8K - $85.9K
|
774
$70.9K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
772+ 3.53% |
$78.6K - $85.6K
|
22.6K
$2.08M
|
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
771+ 8.6% |
$78.5K - $85.5K
|
9.73K
$892K
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
756+ 3.32% |
$76.9K - $83.9K
|
23.5K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
754+ 1.38% |
$76.7K - $83.6K
|
55.6K
$5.09M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
747+ 28.81% |
$76K - $82.9K
|
3.34K
$306K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
747+ 5.65% |
$76K - $82.9K
|
14K
$1.28M
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
745+ 1.1% |
$75.8K - $82.6K
|
68.3K
$6.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
734+ 0.48% |
$74.7K - $81.4K
|
153K
$14M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
731+ 1.7% |
$74.4K - $81.1K
|
43.9K
$4.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
731+ 4.25% |
$74.4K - $81.1K
|
17.9K
$1.64M
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
727+ 15.41% |
$74K - $80.6K
|
5.45K
$499K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
725+ 9.85% |
$73.8K - $80.4K
|
8.09K
$741K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
723+ 6.1% |
$73.6K - $80.2K
|
12.6K
$1.15M
|