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 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.39K+ 3.91% |
$142K - $161K
|
36.8K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.38K+ 13.68% |
$142K - $160K
|
11.5K
$1.02M
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.38K+ 7.1% |
$141K - $160K
|
20.8K
$1.84M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.38K+ 4.54% |
$141K - $160K
|
31.7K
$2.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.37K+ 3.17% |
$141K - $159K
|
44.6K
$3.96M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.36K+ 9.46% |
$139K - $157K
|
15.7K
$1.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.35KNew |
$139K - $157K
|
1.35K
$120K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.34K+ 12.9% |
$138K - $156K
|
11.8K
$1.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 31.36% |
$137K - $155K
|
5.61K
$497K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.32K+ 15.24% |
$135K - $153K
|
9.98K
$886K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.3K+ 5.2% |
$133K - $151K
|
26.3K
$2.33M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.3K+ 304.71% |
$133K - $150K
|
1.72K
$153K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.29K+ 9.25% |
$132K - $150K
|
15.3K
$1.35M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 13.92% |
$132K - $149K
|
10.5K
$932K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.28K+ 0.27% |
$131K - $148K
|
481K
$42.7M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.23K+ 16.51% |
$126K - $143K
|
8.68K
$770K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.23K+ 20.18% |
$126K - $142K
|
7.31K
$648K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.23K+ 44.73% |
$126K - $142K
|
3.97K
$352K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.23K+ 35.7% |
$126K - $142K
|
4.66K
$413K
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.19K+ 4.32% |
$122K - $138K
|
28.8K
$2.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.19K+ 13.14% |
$121K - $137K
|
10.2K
$905K
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
BUY
|
- |
1.17K+ 1.29% |
$120K - $136K
|
92.1K
$8.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.17K+ 10.44% |
$120K - $135K
|
12.4K
$1.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.17K+ 24.42% |
$120K - $135K
|
5.95K
$528K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.15K+ 3.25% |
$118K - $134K
|
36.6K
$3.25M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 12.71% |
$118K - $133K
|
10.2K
$905K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.1KNew |
$113K - $128K
|
1.1K
$97.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.09K+ 12.61% |
$112K - $127K
|
9.77K
$867K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.09K+ 9.01% |
$112K - $126K
|
13.2K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.09K+ 186.28% |
$111K - $126K
|
1.67K
$148K
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.08K+ 21.62% |
$111K - $126K
|
6.1K
$541K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.08K+ 1.99% |
$111K - $125K
|
55.3K
$4.91M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.06K+ 30.21% |
$108K - $123K
|
4.55K
$404K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.05K+ 27.83% |
$108K - $122K
|
4.83K
$428K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.04K+ 1.88% |
$107K - $121K
|
56.2K
$4.99M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
1.03K+ 44.68% |
$106K - $120K
|
3.34K
$297K
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.01K+ 28.37% |
$104K - $117K
|
4.58K
$406K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
1.01K+ 1.77% |
$103K - $117K
|
58K
$5.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
997+ 7.19% |
$102K - $116K
|
14.9K
$1.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
993+ 0.35% |
$102K - $115K
|
282K
$25M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
991+ 38.32% |
$102K - $115K
|
3.58K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
948+ 23.66% |
$97.2K - $110K
|
4.96K
$440K
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
945+ 2.15% |
$96.9K - $110K
|
44.9K
$3.99M
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
937+ 3.35% |
$96.1K - $109K
|
28.9K
$2.57M
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
923+ 5.19% |
$94.6K - $107K
|
18.7K
$1.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
920+ 2.77% |
$94.3K - $107K
|
34.1K
$3.03M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
918+ 7.5% |
$94.1K - $106K
|
13.2K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
915New |
$93.8K - $106K
|
915
$81.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
910New |
$93.3K - $106K
|
910
$80.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
907+ 2.43% |
$93K - $105K
|
38.2K
$3.39M
|