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 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
6.34KNew |
$650K - $736K
|
6.34K
$563K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.13KNew |
$629K - $711K
|
6.13K
$544K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.13K+ 86.77% |
$628K - $711K
|
13.2K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
6.09K+ 3.64% |
$625K - $707K
|
174K
$15.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.95KNew |
$610K - $691K
|
5.95K
$528K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.63K+ 58.71% |
$578K - $653K
|
15.2K
$1.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
5.47KNew |
$561K - $634K
|
5.47K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.47KNew |
$561K - $634K
|
5.47K
$485K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.45K+ 25.92% |
$558K - $632K
|
26.5K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
5.4KNew |
$554K - $626K
|
5.4K
$479K
|
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
5.39KNew |
$553K - $626K
|
5.39K
$479K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
5.39KNew |
$552K - $625K
|
5.39K
$478K
|
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
BUY
|
- |
5.38K+ 1.72% |
$551K - $624K
|
319K
$28.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
5.32KNew |
$545K - $617K
|
5.32K
$472K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.3KNew |
$543K - $615K
|
5.3K
$470K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.27KNew |
$540K - $611K
|
5.27K
$468K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
5.21K+ 15.23% |
$534K - $605K
|
39.4K
$3.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.19K+ 4.01% |
$533K - $603K
|
135K
$12M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.19K+ 2.94% |
$532K - $602K
|
182K
$16.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.17KNew |
$530K - $600K
|
5.17K
$459K
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
5.11KNew |
$524K - $593K
|
5.11K
$454K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.96KNew |
$509K - $576K
|
4.96K
$440K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.85K+ 10.22% |
$498K - $563K
|
52.3K
$4.64M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.82K+ 6.8% |
$494K - $559K
|
75.7K
$6.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.81KNew |
$493K - $557K
|
4.81K
$426K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
4.8K+ 76.21% |
$492K - $557K
|
11.1K
$985K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.73KNew |
$485K - $549K
|
4.73K
$420K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4.64K+ 5.59% |
$476K - $538K
|
87.7K
$7.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.63KNew |
$475K - $537K
|
4.63K
$411K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.62KNew |
$474K - $536K
|
4.62K
$410K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
4.62KNew |
$473K - $536K
|
4.62K
$410K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.59K+ 3427.61% |
$471K - $533K
|
4.73K
$420K
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
4.59KNew |
$470K - $532K
|
4.59K
$407K
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.52K+ 3.95% |
$464K - $524K
|
119K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.51K+ 12.13% |
$463K - $523K
|
41.7K
$3.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
4.51K+ 4.45% |
$463K - $523K
|
106K
$9.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.51K+ 39.51% |
$463K - $523K
|
15.9K
$1.41M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
4.49KNew |
$460K - $521K
|
4.49K
$398K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
4.48K+ 5.22% |
$459K - $519K
|
90.3K
$8.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.45K+ 136.0% |
$456K - $516K
|
7.72K
$685K
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
4.43KNew |
$454K - $513K
|
4.43K
$393K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
4.43KNew |
$454K - $513K
|
4.43K
$393K
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4.37K+ 7.44% |
$448K - $507K
|
63.1K
$5.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.36K+ 13.54% |
$447K - $506K
|
36.6K
$3.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.34K+ 4.06% |
$445K - $504K
|
111K
$9.89M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.34K+ 12.85% |
$444K - $503K
|
38.1K
$3.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.33KNew |
$444K - $502K
|
4.33K
$384K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.32K+ 88.91% |
$443K - $502K
|
9.19K
$815K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
4.28K+ 9.71% |
$438K - $496K
|
48.3K
$4.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
4.27KNew |
$438K - $495K
|
4.27K
$379K
|