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 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1K- 1.1% |
$103K - $116K
|
90.3K
$8.01M
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.01KClosed |
$103K - $117K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.01K- 2.52% |
$104K - $117K
|
39.1K
$3.47M
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.02K- 10.16% |
$104K - $118K
|
8.98K
$797K
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.03K- 0.83% |
$105K - $119K
|
122K
$10.9M
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.03K- 3.17% |
$105K - $119K
|
31.4K
$2.78M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.03K- 3.09% |
$106K - $119K
|
32.3K
$2.86M
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
SELL
|
- |
-1.04K- 0.53% |
$107K - $121K
|
196K
$17.4M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.04K- 1.27% |
$107K - $121K
|
81.2K
$7.2M
|
|
Jun 01, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.06K- 31.62% |
$108K - $123K
|
2.28K
$203K
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.06K- 13.51% |
$109K - $123K
|
6.78K
$602K
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-1.06K- 2.8% |
$109K - $123K
|
36.8K
$3.26M
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-1.08K- 1.85% |
$111K - $126K
|
57.4K
$5.09M
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-1.09K- 3.81% |
$111K - $126K
|
27.4K
$2.43M
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 8.83% |
$112K - $127K
|
11.3K
$1.01M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.11KClosed |
$114K - $128K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 15.41% |
$115K - $130K
|
6.13K
$544K
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.12K- 57.5% |
$115K - $130K
|
827
$73.4K
|
|
Feb 08, 2022
Q4 2021
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.18K- 8.74% |
$121K - $137K
|
12.4K
$1.1M
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.22K- 2.5% |
$125K - $141K
|
47.5K
$4.21M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 5.83% |
$126K - $143K
|
19.9K
$1.76M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.25K- 9.44% |
$128K - $145K
|
12K
$1.06M
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.25K- 9.69% |
$128K - $145K
|
11.6K
$1.03M
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1.25K- 1.98% |
$128K - $145K
|
61.9K
$5.49M
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.26K- 11.02% |
$129K - $146K
|
10.2K
$903K
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.26K- 9.13% |
$129K - $146K
|
12.6K
$1.11M
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.29KClosed |
$132K - $149K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.29K- 2.88% |
$132K - $149K
|
43.3K
$3.84M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.3K- 10.5% |
$133K - $150K
|
11K
$981K
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
SELL
|
- |
-1.31K- 0.75% |
$134K - $152K
|
174K
$15.4M
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-1.31K- 2.09% |
$134K - $152K
|
61.2K
$5.43M
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-1.31K- 1.23% |
$134K - $152K
|
105K
$9.34M
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.33K- 7.08% |
$136K - $154K
|
17.4K
$1.54M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.33K- 10.81% |
$136K - $154K
|
10.9K
$972K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.33KClosed |
$136K - $154K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1.37K- 14.1% |
$141K - $159K
|
8.36K
$742K
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.39K- 6.21% |
$143K - $162K
|
21K
$1.87M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.41K- 6.14% |
$144K - $163K
|
21.5K
$1.91M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.41K- 5.08% |
$144K - $163K
|
26.3K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.43KClosed |
$146K - $165K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 3.08% |
$151K - $170K
|
46.2K
$4.1M
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-1.47K- 1.2% |
$151K - $171K
|
121K
$10.7M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.47KClosed |
$151K - $171K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.49K- 15.28% |
$153K - $173K
|
8.26K
$733K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-1.54KClosed |
$157K - $178K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.56K- 7.0% |
$160K - $181K
|
20.8K
$1.84M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.56K- 4.75% |
$160K - $181K
|
31.3K
$2.78M
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.57K- 7.35% |
$161K - $182K
|
19.8K
$1.76M
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 7.64% |
$161K - $183K
|
19K
$1.69M
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 1.84% |
$166K - $187K
|
86K
$7.63M
|