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 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
3.47K+ 28.71% |
$264K - $306K
|
15.6K
$1.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 3.85% |
$264K - $305K
|
93.5K
$8.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.44K+ 10.8% |
$262K - $303K
|
35.3K
$3.16M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.44K+ 24.35% |
$262K - $303K
|
17.6K
$1.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.44KNew |
$262K - $303K
|
3.44K
$308K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.43KNew |
$261K - $302K
|
3.43K
$308K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.4K+ 83.04% |
$259K - $300K
|
7.5K
$672K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.38K+ 100.74% |
$258K - $298K
|
6.74K
$604K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.38K+ 8.69% |
$257K - $298K
|
42.3K
$3.79M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.37KNew |
$257K - $297K
|
3.37K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.33K+ 7.23% |
$254K - $293K
|
49.4K
$4.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.31KNew |
$252K - $291K
|
3.31K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.3KNew |
$251K - $290K
|
3.3K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
3.27KNew |
$249K - $288K
|
3.27K
$293K
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.24K+ 3.7% |
$247K - $285K
|
91K
$8.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.23KNew |
$246K - $284K
|
3.23K
$289K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
3.22K+ 111.84% |
$245K - $284K
|
6.1K
$547K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.22K+ 9.14% |
$245K - $283K
|
38.4K
$3.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 190.26% |
$242K - $280K
|
4.86K
$435K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
3.16K+ 12.43% |
$241K - $279K
|
28.6K
$2.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.16K+ 5.76% |
$241K - $279K
|
58.1K
$5.21M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.16K+ 31.92% |
$241K - $278K
|
13.1K
$1.17M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.12KNew |
$237K - $274K
|
3.12K
$279K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
3.08KNew |
$235K - $271K
|
3.08K
$276K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.08K+ 33.78% |
$234K - $271K
|
12.2K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.07KNew |
$234K - $270K
|
3.07K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$233K - $269K
|
3.06K
$274K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
3.06K+ 20.4% |
$233K - $269K
|
18K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.05K+ 5.0% |
$232K - $268K
|
64K
$5.74M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.04KNew |
$231K - $267K
|
3.04K
$272K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.03KNew |
$231K - $267K
|
3.03K
$272K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.03KNew |
$230K - $267K
|
3.03K
$271K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.03K+ 1.39% |
$230K - $267K
|
220K
$19.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$229K - $265K
|
3.01K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3KNew |
$228K - $264K
|
3K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
3KNew |
$228K - $264K
|
3K
$269K
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.99K+ 1.9% |
$228K - $263K
|
160K
$14.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Fidato Wealth LLC
|
BUY
|
- |
2.98K+ 3.67% |
$227K - $262K
|
84.1K
$7.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.95K+ 40.7% |
$225K - $260K
|
10.2K
$914K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.93KNew |
$223K - $258K
|
2.93K
$263K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.92K+ 18.41% |
$222K - $257K
|
18.8K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.91K+ 5.76% |
$221K - $256K
|
53.3K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.88KNew |
$220K - $254K
|
2.88K
$258K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.88K+ 2.15% |
$219K - $254K
|
137K
$12.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.87KNew |
$218K - $252K
|
2.87K
$257K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.86K+ 36.41% |
$218K - $252K
|
10.7K
$959K
|
|
|
Feb 03, 2023
Q4 2022
|
Fairfield University
|
BUY
|
- |
2.8K+ 1.4% |
$213K - $246K
|
202K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
2.74KNew |
$209K - $242K
|
2.74K
$246K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.73KNew |
$208K - $240K
|
2.73K
$244K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
2.72KNew |
$207K - $239K
|
2.72K
$243K
|