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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
9.05KNew |
$928K - $1.05M
|
9.05K
$803K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.01K+ 3.81% |
$923K - $1.04M
|
245K
$21.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
BUY
|
- |
9K+ 1.67% |
$923K - $1.04M
|
547K
$48.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
8.89KNew |
$911K - $1.03M
|
8.89K
$789K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.83KNew |
$906K - $1.02M
|
8.83K
$784K
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.72KNew |
$894K - $1.01M
|
8.72K
$774K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.6KNew |
$881K - $997K
|
8.6K
$763K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.52K+ 5.3% |
$874K - $989K
|
169K
$15M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.5KNew |
$871K - $986K
|
8.5K
$754K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.38K+ 37.57% |
$859K - $972K
|
30.7K
$2.72M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.38KNew |
$859K - $972K
|
8.38K
$743K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
8.32KNew |
$853K - $965K
|
8.32K
$739K
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
8.3KNew |
$850K - $962K
|
8.3K
$736K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.23K+ 17.04% |
$844K - $955K
|
56.5K
$5.02M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
8.23KNew |
$844K - $955K
|
8.23K
$731K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.12KNew |
$832K - $941K
|
8.12K
$720K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
8.1KNew |
$831K - $940K
|
8.1K
$719K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7.95KNew |
$815K - $922K
|
7.95K
$706K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.9K+ 326.89% |
$810K - $917K
|
10.3K
$916K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7.9K+ 8.03% |
$809K - $916K
|
106K
$9.42M
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7.86K+ 5.87% |
$806K - $912K
|
142K
$12.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.8KNew |
$800K - $905K
|
7.8K
$692K
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
7.79KNew |
$798K - $903K
|
7.79K
$691K
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.75KNew |
$794K - $899K
|
7.75K
$688K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.63K+ 57.95% |
$782K - $885K
|
20.8K
$1.85M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.61KNew |
$781K - $883K
|
7.61K
$676K
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 10.39% |
$778K - $880K
|
80.6K
$7.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7.51K+ 7.04% |
$770K - $871K
|
114K
$10.1M
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
7.5K+ 7.48% |
$769K - $870K
|
108K
$9.56M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.47K+ 44.55% |
$765K - $866K
|
24.2K
$2.15M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
7.24KNew |
$743K - $840K
|
7.24K
$643K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
7.17K+ 11.84% |
$735K - $832K
|
67.7K
$6.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
6.97K+ 54.87% |
$715K - $809K
|
19.7K
$1.75M
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
6.95K+ 6.43% |
$712K - $806K
|
115K
$10.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.92K+ 4.12% |
$710K - $803K
|
175K
$15.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.9K+ 10.14% |
$707K - $800K
|
74.9K
$6.65M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.88KNew |
$706K - $799K
|
6.88K
$611K
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
6.88KNew |
$706K - $799K
|
6.88K
$611K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
6.82KNew |
$699K - $791K
|
6.82K
$605K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
6.75K+ 28.51% |
$692K - $783K
|
30.4K
$2.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
6.69K+ 11.4% |
$686K - $776K
|
65.4K
$5.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
6.6K+ 56.41% |
$677K - $766K
|
18.3K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
6.6K+ 264.0% |
$677K - $766K
|
9.1K
$808K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.57K+ 44.79% |
$673K - $762K
|
21.2K
$1.88M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.55K+ 42.78% |
$672K - $760K
|
21.9K
$1.94M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.47K+ 8.25% |
$664K - $751K
|
85K
$7.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.45KNew |
$661K - $748K
|
6.45K
$572K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.4K+ 2.46% |
$656K - $742K
|
266K
$23.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
6.38K+ 585.67% |
$654K - $740K
|
7.47K
$663K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6.35K+ 422.47% |
$651K - $737K
|
7.86K
$697K
|