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 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.6K- 39.39% |
$266K - $301K
|
3.99K
$354K
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.6K- 16.43% |
$267K - $302K
|
13.2K
$1.17M
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.62K- 20.15% |
$268K - $304K
|
10.4K
$920K
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.65K- 22.69% |
$271K - $307K
|
9.02K
$800K
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.68K- 39.33% |
$275K - $311K
|
4.14K
$368K
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.77KClosed |
$284K - $321K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.84K- 5.52% |
$291K - $329K
|
48.6K
$4.31M
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.86KClosed |
$293K - $332K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.87K- 7.84% |
$295K - $333K
|
33.8K
$3M
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
SELL
|
- |
-2.88K- 1.63% |
$295K - $334K
|
174K
$15.5M
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.91K- 0.71% |
$298K - $338K
|
408K
$36.2M
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.96K- 4.93% |
$303K - $343K
|
56.9K
$5.05M
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-2.97K- 60.0% |
$305K - $345K
|
1.98K
$176K
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.07K- 1.4% |
$314K - $356K
|
215K
$19.1M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.09K- 11.46% |
$317K - $358K
|
23.9K
$2.12M
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
SELL
|
- |
-3.1K- 5.99% |
$318K - $360K
|
48.6K
$4.32M
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-3.17K- 59.42% |
$325K - $368K
|
2.17K
$192K
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.17K- 57.52% |
$325K - $368K
|
2.34K
$208K
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.26K- 57.11% |
$334K - $378K
|
2.45K
$217K
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.29K- 29.22% |
$337K - $381K
|
7.96K
$707K
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.3KClosed |
$338K - $383K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.37K- 43.29% |
$346K - $391K
|
4.42K
$392K
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.47K- 44.05% |
$356K - $402K
|
4.41K
$391K
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-3.56K- 9.61% |
$365K - $413K
|
33.5K
$2.98M
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.61K- 3.98% |
$370K - $419K
|
87.1K
$7.73M
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.7K- 31.45% |
$379K - $429K
|
8.06K
$715K
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3.77K- 43.25% |
$386K - $437K
|
4.94K
$439K
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
SELL
|
- |
-3.83K- 16.24% |
$393K - $444K
|
19.8K
$1.75M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-3.85K- 5.73% |
$395K - $447K
|
63.3K
$5.62M
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.89K- 4.87% |
$399K - $452K
|
76.1K
$6.76M
|
|
Feb 11, 2022
Q4 2021
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-3.9K- 6.69% |
$400K - $452K
|
54.4K
$4.82M
|
|
Feb 01, 2022
Q4 2021
|
Regis Management CO LLC
|
SELL
|
- |
-3.91K- 2.82% |
$401K - $453K
|
135K
$12M
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-3.93KClosed |
$403K - $456K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.94K- 1.02% |
$404K - $457K
|
383K
$34M
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.98K- 1.38% |
$408K - $461K
|
284K
$25.2M
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.08KClosed |
$418K - $473K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-4.2K- 25.39% |
$430K - $487K
|
12.3K
$1.09M
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-4.2K- 2.99% |
$430K - $487K
|
136K
$12.1M
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.26K- 2.28% |
$437K - $494K
|
183K
$16.2M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.29K- 1.16% |
$440K - $498K
|
365K
$32.4M
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-4.37K- 16.75% |
$448K - $506K
|
21.7K
$1.93M
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.48K- 61.46% |
$459K - $519K
|
2.81K
$249K
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.49K- 6.27% |
$460K - $520K
|
67.1K
$5.95M
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-4.5KClosed |
$461K - $522K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-4.55K- 3.87% |
$467K - $528K
|
113K
$10M
|
|
Dec 20, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-4.55K- 3.87% |
$467K - $528K
|
113K
$10M
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.79K- 1.32% |
$491K - $556K
|
357K
$31.7M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.87K- 13.76% |
$499K - $565K
|
30.5K
$2.71M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.01K- 12.57% |
$514K - $582K
|
34.9K
$3.1M
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-5.03K- 5.66% |
$516K - $583K
|
83.9K
$7.44M
|