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 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
423+ 1.56% |
$32.2K - $37.3K
|
27.6K
$2.47M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
422+ 1.93% |
$32.1K - $37.2K
|
22.3K
$2M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
420+ 1.36% |
$32K - $37K
|
31.4K
$2.81M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
419+ 3.09% |
$31.9K - $36.9K
|
14K
$1.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
413+ 16.12% |
$31.4K - $36.4K
|
2.98K
$267K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
405+ 2.12% |
$30.8K - $35.7K
|
19.6K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
400+ 10.57% |
$30.5K - $35.2K
|
4.19K
$375K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
399+ 14.82% |
$30.4K - $35.1K
|
3.09K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
398+ 0.28% |
$30.3K - $35.1K
|
145K
$13M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
397+ 4.81% |
$30.2K - $35K
|
8.65K
$775K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
394+ 4.27% |
$30K - $34.7K
|
9.63K
$863K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
391+ 7.87% |
$29.8K - $34.4K
|
5.36K
$480K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
BUY
|
- |
387+ 14.88% |
$29.5K - $34.1K
|
2.99K
$268K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
386+ 22.04% |
$29.4K - $34K
|
2.14K
$191K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
381+ 11.14% |
$29K - $33.6K
|
3.8K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
381+ 2.29% |
$29K - $33.6K
|
17K
$1.53M
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
378+ 4.15% |
$28.8K - $33.3K
|
9.48K
$850K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
371+ 5.22% |
$28.2K - $32.7K
|
7.48K
$671K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
362+ 44.8% |
$27.6K - $31.9K
|
1.17K
$105K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
361+ 4.48% |
$27.5K - $31.8K
|
8.42K
$754K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
361+ 28.36% |
$27.5K - $31.8K
|
1.63K
$146K
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
360+ 2.39% |
$27.4K - $31.7K
|
15.4K
$1.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
358+ 6.29% |
$27.3K - $31.5K
|
6.05K
$542K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
358+ 3.36% |
$27.3K - $31.5K
|
11K
$988K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
352+ 5.95% |
$26.8K - $31K
|
6.26K
$561K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
351+ 3.42% |
$26.7K - $30.9K
|
10.6K
$950K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
350+ 4.76% |
$26.6K - $30.8K
|
7.71K
$691K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
344+ 2.24% |
$26.2K - $30.3K
|
15.7K
$1.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
342New |
$26K - $30.1K
|
342
$30.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
341+ 4.45% |
$26K - $30K
|
8.01K
$718K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
334+ 12.61% |
$25.4K - $29.4K
|
2.98K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
331New |
$25.2K - $29.2K
|
331
$29.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
327+ 0.48% |
$24.9K - $28.8K
|
69.1K
$6.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
326+ 1.62% |
$24.8K - $28.7K
|
20.5K
$1.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
325+ 2.79% |
$24.7K - $28.6K
|
12K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
321+ 9.57% |
$24.4K - $28.3K
|
3.67K
$329K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
321+ 6.64% |
$24.4K - $28.3K
|
5.15K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
312New |
$23.8K - $27.5K
|
312
$28K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
309+ 1.75% |
$23.5K - $27.2K
|
17.9K
$1.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
309+ 2.04% |
$23.5K - $27.2K
|
15.5K
$1.39M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
307+ 3.14% |
$23.4K - $27K
|
10.1K
$904K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
306+ 5.33% |
$23.3K - $27K
|
6.05K
$542K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
300+ 300.0% |
$22.8K - $26.4K
|
400
$35.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
300+ 11.32% |
$22.8K - $26.4K
|
2.95K
$264K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
298+ 1.01% |
$22.7K - $26.3K
|
29.9K
$2.68M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
294+ 2.77% |
$22.4K - $25.9K
|
10.9K
$976K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
291New |
$22.2K - $25.6K
|
291
$26.1K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
282+ 0.58% |
$21.5K - $24.8K
|
49.2K
$4.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
277+ 5.92% |
$21.1K - $24.4K
|
4.95K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
270+ 14.73% |
$20.6K - $23.8K
|
2.1K
$188K
|