Purchases and Sales Made in Q4 2022 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q4 2022. 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 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.71KNew |
$207K - $239K
|
2.71K
$243K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.71KNew |
$206K - $239K
|
2.71K
$243K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
2.68K+ 2.11% |
$204K - $236K
|
130K
$11.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.68KNew |
$204K - $236K
|
2.68K
$240K
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.67KNew |
$203K - $235K
|
2.67K
$239K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.62K+ 3.85% |
$200K - $231K
|
70.8K
$6.35M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.62K+ 95.59% |
$199K - $231K
|
5.36K
$480K
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.6K+ 7.25% |
$198K - $229K
|
38.4K
$3.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.6KNew |
$198K - $229K
|
2.6K
$233K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$197K - $228K
|
2.59K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.56K+ 27.93% |
$195K - $225K
|
11.7K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.53K+ 3.54% |
$192K - $223K
|
74K
$6.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2.51K+ 33.07% |
$191K - $221K
|
10.1K
$905K
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.5KNew |
$190K - $220K
|
2.5K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.5K+ 7.09% |
$190K - $220K
|
37.7K
$3.38M
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
2.49K+ 4.3% |
$190K - $220K
|
60.5K
$5.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.49K+ 24.19% |
$190K - $219K
|
12.8K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.48K+ 16.91% |
$189K - $218K
|
17.1K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.48KNew |
$189K - $218K
|
2.48K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.48KNew |
$189K - $218K
|
2.48K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.48KNew |
$188K - $218K
|
2.48K
$222K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
2.47KNew |
$188K - $217K
|
2.47K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.46KNew |
$187K - $217K
|
2.46K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.45K+ 5.36% |
$187K - $216K
|
48.2K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.45KNew |
$187K - $216K
|
2.45K
$220K
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.45K+ 18.34% |
$186K - $216K
|
15.8K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.44KNew |
$186K - $215K
|
2.44K
$219K
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
2.43KNew |
$185K - $214K
|
2.43K
$218K
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
2.42K+ 2.78% |
$184K - $213K
|
89.6K
$8.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.41K+ 6.42% |
$183K - $212K
|
39.9K
$3.58M
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.37KNew |
$181K - $209K
|
2.37K
$212K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
2.37K+ 1.33% |
$180K - $209K
|
181K
$16.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.37K+ 49.82% |
$180K - $208K
|
7.11K
$637K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.36K+ 3.39% |
$180K - $208K
|
72.2K
$6.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.29KNew |
$175K - $202K
|
2.29K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.27K+ 19.82% |
$173K - $200K
|
13.7K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.22K+ 4.93% |
$169K - $195K
|
47.1K
$4.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.21K+ 12.58% |
$168K - $195K
|
19.8K
$1.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.2K+ 3.23% |
$167K - $194K
|
70.2K
$6.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2.19K+ 3779.31% |
$167K - $193K
|
2.25K
$202K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.19K+ 6.17% |
$167K - $193K
|
37.7K
$3.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
2.18K+ 51.85% |
$166K - $192K
|
6.4K
$573K
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
BUY
|
- |
2.16K+ 7.12% |
$165K - $190K
|
32.5K
$2.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
2.15K+ 11.3% |
$163K - $189K
|
21.1K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.12K+ 15.25% |
$162K - $187K
|
16.1K
$1.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
2.12K+ 4.53% |
$162K - $187K
|
49K
$4.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.12K+ 18.19% |
$162K - $187K
|
13.8K
$1.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.11K+ 3.77% |
$160K - $186K
|
58K
$5.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.09K+ 1.87% |
$159K - $184K
|
114K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.09K+ 11.15% |
$159K - $184K
|
20.8K
$1.87M
|