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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-9.74K- 54.89% |
$741K - $858K
|
8K
$734K
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-9.92K- 47.11% |
$755K - $874K
|
11.1K
$1.02M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10K- 62.93% |
$762K - $881K
|
5.89K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10.2K- 20.05% |
$779K - $901K
|
40.8K
$3.74M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-10.5K- 63.48% |
$796K - $921K
|
6.01K
$551K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.5K- 43.46% |
$799K - $925K
|
13.7K
$1.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.5K- 35.61% |
$801K - $926K
|
19K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-10.7K- 14.3% |
$813K - $941K
|
64K
$5.87M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-10.8K- 81.11% |
$821K - $950K
|
2.51K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.8K- 18.92% |
$825K - $955K
|
46.4K
$4.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 69.44% |
$852K - $985K
|
4.92K
$451K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-12.3K- 36.2% |
$940K - $1.09M
|
21.8K
$1.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-12.5K- 31.06% |
$951K - $1.1M
|
27.7K
$2.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-12.8K- 60.14% |
$978K - $1.13M
|
8.51K
$781K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-13K- 53.11% |
$991K - $1.15M
|
11.5K
$1.05M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13.6K- 4.44% |
$1.04M - $1.2M
|
294K
$26.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-13.8K- 11.7% |
$1.05M - $1.22M
|
104K
$9.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-14.1K- 5.28% |
$1.07M - $1.24M
|
252K
$23.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-14.3K- 69.66% |
$1.09M - $1.26M
|
6.24K
$572K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-14.4K- 19.82% |
$1.1M - $1.27M
|
58.3K
$5.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14.6K- 5.95% |
$1.11M - $1.28M
|
230K
$21.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-14.9K- 85.41% |
$1.13M - $1.31M
|
2.54K
$233K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 81.99% |
$1.15M - $1.33M
|
3.31K
$304K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15.2K- 84.52% |
$1.16M - $1.34M
|
2.79K
$256K
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-15.5K- 92.4% |
$1.18M - $1.37M
|
1.28K
$117K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16.3K- 19.39% |
$1.24M - $1.44M
|
68K
$6.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-16.7K- 29.04% |
$1.27M - $1.47M
|
40.9K
$3.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16.7K- 57.69% |
$1.27M - $1.47M
|
12.3K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-17.1K- 10.37% |
$1.3M - $1.5M
|
147K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-17.2K- 7.59% |
$1.31M - $1.52M
|
210K
$19.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17.6K- 7.07% |
$1.34M - $1.55M
|
232K
$21.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17.7K- 12.92% |
$1.35M - $1.56M
|
120K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-17.9K- 9.48% |
$1.36M - $1.57M
|
171K
$15.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18.1K- 8.34% |
$1.38M - $1.59M
|
199K
$18.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-18.5K- 2.07% |
$1.41M - $1.63M
|
872K
$80M
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-19.5K- 3.78% |
$1.49M - $1.72M
|
497K
$45.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-20.2K- 27.33% |
$1.54M - $1.78M
|
53.8K
$4.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.4K- 10.37% |
$1.55M - $1.79M
|
176K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20.4K- 8.88% |
$1.55M - $1.8M
|
210K
$19.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-20.7K- 10.0% |
$1.58M - $1.82M
|
186K
$17.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-20.8K- 72.07% |
$1.58M - $1.83M
|
8.06K
$739K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21.2K- 99.31% |
$1.61M - $1.86M
|
148
$13.6K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.4K- 13.14% |
$1.63M - $1.89M
|
142K
$13M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-22.3K- 3.22% |
$1.69M - $1.96M
|
669K
$61.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-22.4K- 10.19% |
$1.7M - $1.97M
|
197K
$18.1M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-22.4K- 65.11% |
$1.71M - $1.97M
|
12K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-22.6K- 9.27% |
$1.72M - $1.99M
|
221K
$20.3M
|
|
|
May 19, 2023
Q4 2022
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-23.3K- 0.97% |
$1.77M - $2.05M
|
2.37M
$218M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-23.7K- 82.69% |
$1.8M - $2.08M
|
4.95K
$454K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-24K- 21.62% |
$1.83M - $2.11M
|
87K
$7.98M
|