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
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
13.3KNew |
$1.36M - $1.54M
|
13.3K
$1.18M
|
|
|
Feb 18, 2022
Q4 2021
|
Fairfield University
|
BUY
|
- |
13.1K+ 7.24% |
$1.35M - $1.52M
|
195K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
12.7KNew |
$1.31M - $1.48M
|
12.7K
$1.13M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12.7K+ 24.1% |
$1.31M - $1.48M
|
65.5K
$5.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.6K+ 5.87% |
$1.29M - $1.46M
|
227K
$20.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
12.5K+ 284.32% |
$1.28M - $1.45M
|
16.8K
$1.49M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.4K+ 625.33% |
$1.28M - $1.44M
|
14.4K
$1.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12.4KNew |
$1.27M - $1.43M
|
12.4K
$1.1M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 7.13% |
$1.26M - $1.42M
|
184K
$16.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$1.24M - $1.4M
|
12.1K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
12.1KNew |
$1.24M - $1.4M
|
12.1K
$1.07M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
12KNew |
$1.23M - $1.39M
|
12K
$1.07M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
11.9KNew |
$1.22M - $1.39M
|
11.9K
$1.06M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.8KNew |
$1.21M - $1.37M
|
11.8K
$1.05M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$1.19M - $1.34M
|
11.6K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
11.5K+ 372.58% |
$1.18M - $1.33M
|
14.6K
$1.29M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
11.4KNew |
$1.17M - $1.33M
|
11.4K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$1.16M - $1.31M
|
11.3K
$1M
|
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
11.3K+ 11.62% |
$1.16M - $1.31M
|
109K
$9.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.2K+ 86.78% |
$1.15M - $1.3M
|
24.1K
$2.14M
|
|
|
Feb 24, 2022
Q4 2021
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$1.15M - $1.3M
|
11.2K
$992K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.2K+ 13.87% |
$1.14M - $1.3M
|
91.7K
$8.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
11.1KNew |
$1.14M - $1.29M
|
11.1K
$986K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.1K+ 7.7% |
$1.14M - $1.29M
|
155K
$13.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.1K+ 26.47% |
$1.14M - $1.29M
|
53K
$4.7M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11KNew |
$1.13M - $1.28M
|
11K
$980K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
10.9K+ 13.59% |
$1.12M - $1.27M
|
91.3K
$8.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$1.12M - $1.26M
|
10.9K
$967K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$1.12M - $1.26M
|
10.9K
$967K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
10.9KNew |
$1.11M - $1.26M
|
10.9K
$963K
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
10.8KNew |
$1.1M - $1.25M
|
10.8K
$955K
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
10.6K+ 15.45% |
$1.08M - $1.23M
|
78.9K
$7.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.3K+ 5.94% |
$1.06M - $1.2M
|
185K
$16.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.3K+ 20.6% |
$1.06M - $1.2M
|
60.6K
$5.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
10.2KNew |
$1.05M - $1.18M
|
10.2K
$906K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
10.1KNew |
$1.04M - $1.18M
|
10.1K
$900K
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
10KNew |
$1.03M - $1.16M
|
10K
$887K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10K+ 36.69% |
$1.03M - $1.16M
|
37.3K
$3.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9.98K+ 3.14% |
$1.02M - $1.16M
|
328K
$29.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.92K+ 5.24% |
$1.02M - $1.15M
|
199K
$17.7M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
9.9KNew |
$1.02M - $1.15M
|
9.9K
$879K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.88KNew |
$1.01M - $1.15M
|
9.88K
$877K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
9.86KNew |
$1.01M - $1.14M
|
9.86K
$875K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
9.82K+ 14.62% |
$1.01M - $1.14M
|
77K
$6.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
9.82K+ 8.13% |
$1.01M - $1.14M
|
131K
$11.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
9.55K+ 6.35% |
$979K - $1.11M
|
160K
$14.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.53K+ 84.65% |
$977K - $1.11M
|
20.8K
$1.85M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9.45K+ 9.66% |
$969K - $1.1M
|
107K
$9.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9.42KNew |
$965K - $1.09M
|
9.42K
$836K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.32K+ 33.7% |
$956K - $1.08M
|
37K
$3.28M
|