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 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
34+ 0.44% |
$3.49K - $3.94K
|
7.69K
$685K
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
34+ 0.91% |
$3.49K - $3.94K
|
3.75K
$334K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
31+ 8.78% |
$3.18K - $3.6K
|
384
$34.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
29+ 0.98% |
$2.97K - $3.36K
|
2.98K
$265K
|
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
29+ 0.92% |
$2.97K - $3.36K
|
3.19K
$284K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
28+ 0.26% |
$2.87K - $3.25K
|
10.8K
$964K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26+ 1.14% |
$2.67K - $3.02K
|
2.3K
$205K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
25+ 3.43% |
$2.56K - $2.9K
|
754
$67.2K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
24+ 0.29% |
$2.46K - $2.78K
|
8.25K
$735K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
23+ 0.14% |
$2.36K - $2.67K
|
16.5K
$1.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 15.44% |
$2.36K - $2.67K
|
172
$15.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
22New |
$2.26K - $2.55K
|
22
$1.96K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
22+ 0.93% |
$2.26K - $2.55K
|
2.4K
$214K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
21+ 0.52% |
$2.15K - $2.44K
|
4.06K
$362K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
21New |
$2.15K - $2.44K
|
21
$1.87K
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
21+ 0.14% |
$2.15K - $2.44K
|
14.8K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
21+ 0.19% |
$2.15K - $2.44K
|
11K
$976K
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
20+ 0.47% |
$2.05K - $2.32K
|
4.29K
$382K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
19+ 0.46% |
$1.95K - $2.2K
|
4.12K
$367K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
18+ 0.61% |
$1.85K - $2.09K
|
2.98K
$266K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 4.63% |
$1.74K - $1.97K
|
384
$34.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.02% |
$1.74K - $1.97K
|
86.2K
$7.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
17+ 0.7% |
$1.74K - $1.97K
|
2.44K
$218K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
16New |
$1.64K - $1.86K
|
16
$1.43K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 3.21% |
$1.64K - $1.86K
|
514
$45.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
16+ 0.73% |
$1.64K - $1.86K
|
2.22K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
16+ 0.13% |
$1.64K - $1.86K
|
12.3K
$1.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
15+ 0.23% |
$1.54K - $1.74K
|
6.4K
$570K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
14New |
$1.44K - $1.62K
|
14
$1.25K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14+ 1.81% |
$1.44K - $1.62K
|
788
$70.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
14+ 0.52% |
$1.44K - $1.62K
|
2.7K
$241K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14+ 0.53% |
$1.44K - $1.62K
|
2.66K
$237K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
13+ 0.26% |
$1.33K - $1.51K
|
4.97K
$442K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.23% |
$1.33K - $1.51K
|
5.63K
$502K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 19.67% |
$1.23K - $1.39K
|
73
$6.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
11+ 0.73% |
$1.13K - $1.28K
|
1.53K
$136K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
11New |
$1.13K - $1.28K
|
11
$980
|
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
10+ 0.45% |
$1.03K - $1.16K
|
2.22K
$198K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 0.06% |
$1.03K - $1.16K
|
17.7K
$1.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.16% |
$1.03K - $1.16K
|
6.16K
$549K
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9+ 0.06% |
$923 - $1.04K
|
15.8K
$1.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9+ 0.88% |
$923 - $1.04K
|
1.03K
$91.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9+ 0.12% |
$923 - $1.04K
|
7.82K
$697K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
8+ 2.58% |
$820 - $928
|
318
$28.3K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7+ 0.11% |
$718 - $812
|
6.46K
$575K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
7+ 2.15% |
$718 - $812
|
333
$29.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.03% |
$718 - $812
|
21.5K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
7+ 0.21% |
$718 - $812
|
3.35K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.01% |
$718 - $812
|
85K
$7.57M
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
6+ 0.23% |
$615 - $696
|
2.64K
$235K
|