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 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-597- 33.84% |
$61.2K - $69.3K
|
1.17K
$104K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-601- 0.68% |
$61.6K - $69.7K
|
87.3K
$7.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-608- 16.84% |
$62.3K - $70.5K
|
3K
$266K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-614- 51.81% |
$63K - $71.2K
|
571
$50.7K
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
SELL
|
- |
-617- 19.9% |
$63.3K - $71.6K
|
2.48K
$220K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-623- 2.5% |
$63.9K - $72.3K
|
24.3K
$2.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-627- 1.29% |
$64.3K - $72.7K
|
47.9K
$4.25M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-630- 4.37% |
$64.6K - $73.1K
|
13.8K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-632- 1.62% |
$64.8K - $73.3K
|
38.3K
$3.4M
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-632- 28.68% |
$64.8K - $73.3K
|
1.57K
$140K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-643- 17.66% |
$65.9K - $74.6K
|
3K
$266K
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-660- 18.71% |
$67.7K - $76.6K
|
2.87K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-663- 1.33% |
$68K - $76.9K
|
49.3K
$4.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-669- 1.75% |
$68.6K - $77.6K
|
37.6K
$3.34M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-673- 0.9% |
$69K - $78.1K
|
73.9K
$6.56M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-673- 6.63% |
$69K - $78.1K
|
9.47K
$841K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-675- 4.57% |
$69.2K - $78.3K
|
14.1K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-678- 9.25% |
$69.5K - $78.7K
|
6.65K
$590K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-680- 5.44% |
$69.7K - $78.9K
|
11.8K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
SELL
|
- |
-701- 0.97% |
$71.9K - $81.3K
|
71.3K
$6.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-706Closed |
$72.4K - $81.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-720- 6.78% |
$73.8K - $83.5K
|
9.9K
$879K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-729- 8.81% |
$74.7K - $84.6K
|
7.55K
$670K
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-729- 7.04% |
$74.7K - $84.6K
|
9.62K
$854K
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-743- 6.17% |
$76.2K - $86.2K
|
11.3K
$1M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-753- 6.87% |
$77.2K - $87.4K
|
10.2K
$906K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-756- 1.11% |
$77.5K - $87.7K
|
67.1K
$5.96M
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-761- 7.99% |
$78K - $88.3K
|
8.76K
$778K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-763- 4.25% |
$78.2K - $88.5K
|
17.2K
$1.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-777- 1.35% |
$79.7K - $90.1K
|
56.6K
$5.02M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-783Closed |
$80.3K - $90.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-800- 39.02% |
$82K - $92.8K
|
1.25K
$111K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-804- 2.87% |
$82.4K - $93.3K
|
27.2K
$2.42M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-806- 0.99% |
$82.6K - $93.5K
|
80.9K
$7.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-817- 5.11% |
$83.8K - $94.8K
|
15.2K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-823- 1.91% |
$84.4K - $95.5K
|
42.2K
$3.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-837- 16.2% |
$85.8K - $97.1K
|
4.33K
$384K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-870- 9.17% |
$89.2K - $101K
|
8.61K
$764K
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-880- 4.25% |
$90.2K - $102K
|
19.8K
$1.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-888- 6.88% |
$91K - $103K
|
12K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-889- 12.45% |
$91.1K - $103K
|
6.25K
$555K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-909- 14.26% |
$93.2K - $105K
|
5.47K
$485K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-922- 21.4% |
$94.5K - $107K
|
3.39K
$301K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-930- 4.04% |
$95.4K - $108K
|
22.1K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-930- 7.36% |
$95.4K - $108K
|
11.7K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-931- 1.58% |
$95.5K - $108K
|
58K
$5.15M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-934- 16.7% |
$95.8K - $108K
|
4.66K
$413K
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-971- 6.41% |
$99.6K - $113K
|
14.2K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-997- 5.75% |
$102K - $116K
|
16.3K
$1.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-1K- 27.66% |
$103K - $116K
|
2.62K
$232K
|