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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
2.55K+ 109.58% |
$261K - $296K
|
4.88K
$433K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
2.55K+ 8.49% |
$261K - $295K
|
32.5K
$2.89M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
2.54K+ 5.36% |
$260K - $294K
|
49.9K
$4.43M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
2.52KNew |
$258K - $292K
|
2.52K
$224K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.5K+ 871.78% |
$257K - $290K
|
2.79K
$248K
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.5KNew |
$256K - $290K
|
2.5K
$222K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.5KNew |
$256K - $290K
|
2.5K
$222K
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
2.48K+ 23.74% |
$254K - $287K
|
12.9K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.47KNew |
$253K - $287K
|
2.47K
$219K
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.47K+ 3.82% |
$253K - $287K
|
67.1K
$5.95M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.46K+ 57.28% |
$252K - $285K
|
6.76K
$600K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.44KNew |
$250K - $283K
|
2.44K
$217K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.44K+ 42.56% |
$250K - $283K
|
8.17K
$725K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.44K+ 8.74% |
$250K - $282K
|
30.3K
$2.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.44K+ 4.57% |
$250K - $282K
|
55.7K
$4.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$248K - $281K
|
2.42K
$215K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
2.42KNew |
$248K - $281K
|
2.42K
$215K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.41K+ 28.45% |
$247K - $280K
|
10.9K
$966K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.39KNew |
$245K - $277K
|
2.39K
$212K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
2.39KNew |
$245K - $277K
|
2.39K
$212K
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.39K+ 6.2% |
$245K - $277K
|
40.9K
$3.63M
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.38K+ 1.24% |
$244K - $276K
|
194K
$17.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.38K+ 102.15% |
$244K - $276K
|
4.71K
$418K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.36K+ 1.54% |
$242K - $274K
|
155K
$13.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$241K - $273K
|
2.35K
$209K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
2.32K+ 21.7% |
$237K - $269K
|
13K
$1.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.31K+ 34.86% |
$237K - $268K
|
8.94K
$794K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.31K+ 24.74% |
$237K - $268K
|
11.6K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.3K+ 47.66% |
$236K - $267K
|
7.14K
$633K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.3KNew |
$236K - $267K
|
2.3K
$204K
|
|
|
Feb 03, 2022
Q4 2021
|
Naviter Wealth, LLC
|
BUY
|
- |
2.3KNew |
$235K - $266K
|
2.3K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2.27K+ 2.08% |
$232K - $263K
|
111K
$9.86M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$231K - $261K
|
2.25K
$200K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.25KNew |
$231K - $261K
|
2.25K
$200K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.24K+ 59.93% |
$230K - $260K
|
5.99K
$531K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.24K+ 21.22% |
$230K - $260K
|
12.8K
$1.14M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.23KNew |
$228K - $258K
|
2.23K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.21K+ 1.54% |
$226K - $256K
|
145K
$12.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Polianta LTD
|
BUY
|
- |
2.2K+ 2.84% |
$226K - $255K
|
79.6K
$7.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2.19K+ 44.29% |
$225K - $254K
|
7.14K
$633K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.18KNew |
$223K - $252K
|
2.18K
$193K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
2.15K+ 2.81% |
$221K - $250K
|
78.6K
$6.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.14K+ 3.16% |
$219K - $248K
|
69.8K
$6.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.14KNew |
$219K - $248K
|
2.14K
$189K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
2.13K+ 11.35% |
$219K - $247K
|
20.9K
$1.86M
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
2.13KNew |
$218K - $247K
|
2.13K
$189K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.13KNew |
$218K - $247K
|
2.13K
$189K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.12K+ 29.84% |
$218K - $246K
|
9.23K
$820K
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.12KNew |
$217K - $246K
|
2.12K
$188K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.12K+ 3.97% |
$217K - $245K
|
55.4K
$4.92M
|