Purchases and Sales Made in Q4 2021 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.78M+ 13386.54% |
$183M - $207M
|
1.79M
$159M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.34M+ 94.74% |
$137M - $155M
|
2.75M
$244M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.22M+ 6.77% |
$125M - $142M
|
19.3M
$1.71B
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
971K+ 8.59% |
$99.6M - $113M
|
12.3M
$1.09B
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
821K+ 16.66% |
$84.1M - $95.2M
|
5.75M
$510M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
667KNew |
$68.4M - $77.4M
|
667K
$59.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Iyo Bank, Ltd.
|
BUY
|
- |
644KNew |
$66.1M - $74.8M
|
644K
$57.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
626KNew |
$64.2M - $72.7M
|
626K
$55.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
552KNew |
$56.6M - $64M
|
552K
$49M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
455K+ 5.45% |
$46.7M - $52.8M
|
8.8M
$781M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
454KNew |
$46.5M - $52.7M
|
454K
$40.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
414KNew |
$42.4M - $48M
|
414K
$36.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
403K+ 124.47% |
$41.4M - $46.8M
|
728K
$64.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
372K+ 18073.79% |
$38.2M - $43.2M
|
374K
$33.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
370K+ 10.18% |
$37.9M - $42.9M
|
4M
$355M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
359K+ 7.9% |
$36.9M - $41.7M
|
4.91M
$436M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
304K+ 2.72% |
$31.2M - $35.3M
|
11.5M
$1.02B
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
270KNew |
$27.7M - $31.4M
|
270K
$24M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
259K+ 10.53% |
$26.5M - $30M
|
2.72M
$241M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
247K+ 27.67% |
$25.3M - $28.6M
|
1.14M
$101M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
226K+ 7738.99% |
$23.2M - $26.3M
|
229K
$20.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
219K+ 116.71% |
$22.4M - $25.4M
|
407K
$36.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
215K+ 24.2% |
$22.1M - $25M
|
1.11M
$98.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
207K+ 4.1% |
$21.2M - $24M
|
5.26M
$467M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
185KNew |
$19M - $21.5M
|
185K
$16.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
178K+ 11.87% |
$18.2M - $20.6M
|
1.67M
$149M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
176K+ 5.18% |
$18.1M - $20.5M
|
3.58M
$318M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
176K+ 139.08% |
$18.1M - $20.5M
|
303K
$26.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 9.76% |
$17.6M - $19.9M
|
1.93M
$171M
|
|
|
May 26, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
159K+ 31.25% |
$16.3M - $18.5M
|
670K
$59.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
145K+ 1.97% |
$14.9M - $16.8M
|
7.53M
$668M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
132KNew |
$13.6M - $15.4M
|
132K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
132K+ 5.85% |
$13.5M - $15.3M
|
2.38M
$211M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
128K+ 473.42% |
$13.1M - $14.8M
|
155K
$13.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
126K+ 4571.69% |
$12.9M - $14.6M
|
128K
$11.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
124KNew |
$12.7M - $14.4M
|
124K
$11M
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
122K+ 54.76% |
$12.5M - $14.1M
|
344K
$30.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
120K+ 3222.27% |
$12.3M - $13.9M
|
124K
$11M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
116K+ 37.87% |
$11.9M - $13.5M
|
422K
$37.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
115K+ 134.5% |
$11.8M - $13.4M
|
201K
$17.8M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
112K+ 145.01% |
$11.5M - $13M
|
189K
$16.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
111K+ 1.9% |
$11.4M - $12.9M
|
5.96M
$529M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
110K+ 238.55% |
$11.3M - $12.8M
|
156K
$13.8M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99.5K+ 15.61% |
$10.2M - $11.5M
|
737K
$65.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Whelan Financial
|
BUY
|
- |
97.9K+ 143.91% |
$10M - $11.4M
|
166K
$14.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
96.3K+ 16.3% |
$9.87M - $11.2M
|
687K
$61M
|
|
|
Feb 14, 2022
Q4 2021
|
True Wealth Financial Partners
|
BUY
|
- |
94.9KNew |
$9.73M - $11M
|
94.9K
$8.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
87.1KNew |
$8.93M - $10.1M
|
87.1K
$7.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
86.8KNew |
$8.9M - $10.1M
|
86.8K
$7.71M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
86.3K+ 439.7% |
$8.85M - $10M
|
106K
$9.4M
|