Purchases and Sales Made in Q3 2021 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
499New |
$50.8K - $55.3K
|
499
$42.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
496+ 6.66% |
$50.5K - $55K
|
7.95K
$680K
|
|
|
Oct 08, 2021
Q3 2021
|
Sara Bay Financial
|
BUY
|
- |
476+ 6.77% |
$48.4K - $52.8K
|
7.5K
$642K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
475+ 0.39% |
$48.3K - $52.7K
|
122K
$10.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
474New |
$48.2K - $52.6K
|
474
$40.6K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
472+ 33.71% |
$48K - $52.4K
|
1.87K
$160K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
463+ 8.55% |
$47.1K - $51.4K
|
5.88K
$503K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
460+ 5.87% |
$46.8K - $51K
|
8.3K
$710K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
458+ 12.42% |
$46.6K - $50.8K
|
4.15K
$355K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
456+ 4.53% |
$46.4K - $50.6K
|
10.5K
$900K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
446+ 1.77% |
$45.4K - $49.5K
|
25.6K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
436+ 62.2% |
$44.4K - $48.4K
|
1.14K
$97.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
431+ 1.58% |
$43.9K - $47.8K
|
27.7K
$2.37M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
431+ 12.05% |
$43.9K - $47.8K
|
4.01K
$343K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
425+ 3.95% |
$43.3K - $47.1K
|
11.2K
$957K
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
417+ 2.58% |
$42.4K - $46.3K
|
16.6K
$1.42M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
411+ 4.21% |
$41.8K - $45.6K
|
10.2K
$870K
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
409+ 0.94% |
$41.6K - $45.4K
|
44K
$3.76M
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
BUY
|
- |
409+ 2.26% |
$41.6K - $45.4K
|
18.5K
$1.58M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
408+ 1.04% |
$41.5K - $45.3K
|
39.5K
$3.38M
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
400+ 11.25% |
$40.7K - $44.4K
|
3.96K
$338K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
400+ 5.77% |
$40.7K - $44.4K
|
7.33K
$627K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
399+ 1.15% |
$40.6K - $44.3K
|
35.2K
$3.01M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
396+ 43.47% |
$40.3K - $43.9K
|
1.31K
$112K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
393+ 3.46% |
$40K - $43.6K
|
11.7K
$1.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
391+ 0.88% |
$39.8K - $43.4K
|
44.6K
$3.82M
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
387+ 10.82% |
$39.4K - $42.9K
|
3.96K
$339K
|
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
380+ 0.75% |
$38.7K - $42.1K
|
51.2K
$4.38M
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
380+ 7.36% |
$38.7K - $42.1K
|
5.54K
$474K
|
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
375+ 7.32% |
$38.2K - $41.6K
|
5.5K
$470K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
375+ 3.84% |
$38.2K - $41.6K
|
10.1K
$868K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
371+ 4.17% |
$37.8K - $41.2K
|
9.27K
$793K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
370+ 2.71% |
$37.7K - $41K
|
14K
$1.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
363+ 1.13% |
$36.9K - $40.3K
|
32.4K
$2.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
356New |
$36.2K - $39.5K
|
356
$30.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
355+ 1.46% |
$36.1K - $39.4K
|
24.7K
$2.11M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
353+ 0.73% |
$35.9K - $39.2K
|
48.7K
$4.17M
|
|
|
Oct 28, 2021
Q3 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
352+ 2.27% |
$35.8K - $39K
|
15.8K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
351+ 1.05% |
$35.7K - $38.9K
|
33.8K
$2.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
347+ 1.47% |
$35.3K - $38.5K
|
23.9K
$2.05M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
345+ 0.94% |
$35.1K - $38.3K
|
37.1K
$3.17M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
340+ 14.39% |
$34.6K - $37.7K
|
2.7K
$231K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
336+ 2.72% |
$34.2K - $37.3K
|
12.7K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
335+ 3.32% |
$34.1K - $37.2K
|
10.4K
$891K
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
335+ 13.51% |
$34.1K - $37.2K
|
2.82K
$241K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
335+ 3.47% |
$34.1K - $37.2K
|
9.99K
$855K
|
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
334+ 6.45% |
$34K - $37K
|
5.51K
$472K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
329+ 100.0% |
$33.5K - $36.5K
|
658
$56.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
325+ 3.76% |
$33.1K - $36K
|
8.98K
$768K
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
318+ 0.87% |
$32.4K - $35.3K
|
36.7K
$3.14M
|