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 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
19.8K+ 692.53% |
$2.03M - $2.3M
|
22.7K
$2.01M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.8K+ 2.55% |
$2.03M - $2.3M
|
797K
$70.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.6K+ 63.85% |
$2.01M - $2.27M
|
50.2K
$4.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
19.2K+ 26.25% |
$1.97M - $2.23M
|
92.4K
$8.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
19.2K+ 41.85% |
$1.97M - $2.23M
|
65K
$5.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
19.1KNew |
$1.96M - $2.22M
|
19.1K
$1.7M
|
|
|
Sep 28, 2022
Q4 2021
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
19.1KNew |
$1.96M - $2.22M
|
19.1K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19K+ 351.32% |
$1.95M - $2.2M
|
24.4K
$2.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
18.8K+ 18.17% |
$1.93M - $2.19M
|
123K
$10.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
18.8K+ 9.76% |
$1.93M - $2.18M
|
211K
$18.8M
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
18.7K+ 91.33% |
$1.92M - $2.17M
|
39.2K
$3.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 18.7% |
$1.9M - $2.15M
|
118K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
18.4K+ 28.78% |
$1.89M - $2.14M
|
82.4K
$7.32M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
18.1KNew |
$1.85M - $2.1M
|
18.1K
$1.6M
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
18K+ 11.49% |
$1.84M - $2.08M
|
174K
$15.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
17.7KNew |
$1.82M - $2.06M
|
17.7K
$1.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
17.7KNew |
$1.81M - $2.05M
|
17.7K
$1.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
17.6KNew |
$1.81M - $2.04M
|
17.6K
$1.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.6KNew |
$1.8M - $2.04M
|
17.6K
$1.56M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
17.5KNew |
$1.79M - $2.02M
|
17.5K
$1.55M
|
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17.3KNew |
$1.78M - $2.01M
|
17.3K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
17.3K+ 188.04% |
$1.77M - $2.01M
|
26.5K
$2.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.1K+ 17.31% |
$1.76M - $1.99M
|
116K
$10.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
16.7K+ 85.11% |
$1.72M - $1.94M
|
36.4K
$3.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
16.6K+ 68.66% |
$1.7M - $1.92M
|
40.7K
$3.61M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
16.5KNew |
$1.69M - $1.91M
|
16.5K
$1.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.3KNew |
$1.67M - $1.89M
|
16.3K
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
16.3KNew |
$1.67M - $1.89M
|
16.3K
$1.44M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
15.7K+ 3.97% |
$1.6M - $1.82M
|
410K
$36.4M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
15.4K+ 487.01% |
$1.58M - $1.79M
|
18.6K
$1.65M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.4K+ 487.01% |
$1.58M - $1.79M
|
18.6K
$1.65M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
15.3KNew |
$1.57M - $1.77M
|
15.3K
$1.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
15.2K+ 770.07% |
$1.56M - $1.77M
|
17.2K
$1.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
15.2K+ 600.0% |
$1.56M - $1.76M
|
17.7K
$1.57M
|
|
|
Feb 16, 2022
Q4 2021
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
15.1KNew |
$1.54M - $1.75M
|
15.1K
$1.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
15KNew |
$1.54M - $1.75M
|
15K
$1.34M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
14.6KNew |
$1.49M - $1.69M
|
14.6K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14.3KNew |
$1.47M - $1.66M
|
14.3K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.3K+ 4.24% |
$1.46M - $1.65M
|
350K
$31.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.2KNew |
$1.46M - $1.65M
|
14.2K
$1.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
14.2K+ 5.56% |
$1.45M - $1.64M
|
269K
$23.8M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
14.1KNew |
$1.45M - $1.64M
|
14.1K
$1.25M
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
14K+ 24.24% |
$1.43M - $1.62M
|
71.7K
$6.36M
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
13.9KNew |
$1.42M - $1.61M
|
13.9K
$1.23M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
13.8KNew |
$1.41M - $1.6M
|
13.8K
$1.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.7K+ 30.37% |
$1.4M - $1.59M
|
58.7K
$5.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
13.5KNew |
$1.39M - $1.57M
|
13.5K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
13.5KNew |
$1.38M - $1.56M
|
13.5K
$1.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13.3K+ 34.66% |
$1.37M - $1.55M
|
51.8K
$4.59M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
13.3KNew |
$1.36M - $1.54M
|
13.3K
$1.18M
|