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 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
3.25K+ 28.29% |
$334K - $377K
|
14.8K
$1.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.22KNew |
$330K - $374K
|
3.22K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
3.2K+ 7.83% |
$329K - $372K
|
44.1K
$3.92M
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
3.2K+ 4.62% |
$328K - $371K
|
72.4K
$6.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
3.2KNew |
$328K - $371K
|
3.2K
$284K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.19K+ 4.34% |
$327K - $371K
|
76.8K
$6.81M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.18KNew |
$326K - $369K
|
3.18K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
3.18K+ 15.31% |
$326K - $368K
|
23.9K
$2.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3.17KNew |
$325K - $367K
|
3.17K
$281K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.16K+ 86.35% |
$324K - $366K
|
6.81K
$604K
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.13KNew |
$321K - $363K
|
3.13K
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.12K+ 17.67% |
$320K - $362K
|
20.8K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.12KNew |
$319K - $361K
|
3.12K
$277K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
3.1K+ 2.16% |
$318K - $359K
|
147K
$13M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.09KNew |
$317K - $359K
|
3.09K
$274K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
3.07KNew |
$315K - $357K
|
3.07K
$273K
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.06KNew |
$313K - $354K
|
3.06K
$271K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
3.05KNew |
$313K - $354K
|
3.05K
$271K
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$313K - $354K
|
3.05K
$271K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.05K+ 2.34% |
$313K - $354K
|
133K
$11.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.03KNew |
$310K - $351K
|
3.03K
$269K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.99K+ 14.7% |
$306K - $347K
|
23.3K
$2.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.99KNew |
$306K - $346K
|
2.99K
$265K
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.98K+ 11.57% |
$305K - $345K
|
28.7K
$2.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
2.97K+ 57.24% |
$304K - $344K
|
8.15K
$723K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.96KNew |
$303K - $343K
|
2.96K
$263K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.94K+ 1123.66% |
$302K - $342K
|
3.21K
$285K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.94K+ 36.94% |
$301K - $340K
|
10.9K
$966K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.92K+ 34.07% |
$299K - $338K
|
11.5K
$1.02M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
2.9K+ 2.75% |
$297K - $336K
|
108K
$9.59M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.89KNew |
$296K - $335K
|
2.89K
$256K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
2.88KNew |
$295K - $334K
|
2.88K
$256K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
2.87KNew |
$294K - $332K
|
2.87K
$254K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.82K+ 3.03% |
$289K - $327K
|
95.8K
$8.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.79K+ 7.61% |
$286K - $324K
|
39.5K
$3.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 13.62% |
$285K - $322K
|
23.2K
$2.05M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
2.78K+ 4.19% |
$285K - $322K
|
69K
$6.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.77K+ 133.4% |
$284K - $321K
|
4.84K
$430K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
2.73K+ 1.19% |
$280K - $316K
|
231K
$20.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.73K+ 31.94% |
$280K - $316K
|
11.3K
$1M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
2.71K+ 30.29% |
$278K - $315K
|
11.7K
$1.04M
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.71KNew |
$278K - $314K
|
2.71K
$240K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.71K+ 208.15% |
$277K - $314K
|
4.01K
$356K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.67K+ 105.37% |
$274K - $310K
|
5.2K
$462K
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.65KNew |
$271K - $307K
|
2.65K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
2.64KNew |
$271K - $306K
|
2.64K
$234K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.63K+ 7.12% |
$269K - $305K
|
39.5K
$3.51M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
2.61K+ 11.5% |
$267K - $302K
|
25.3K
$2.24M
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$263K - $298K
|
2.57K
$228K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
2.55KNew |
$262K - $296K
|
2.55K
$226K
|