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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
165+ 0.99% |
$16.8K - $18.3K
|
16.9K
$1.44M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
160+ 7.38% |
$16.3K - $17.7K
|
2.33K
$199K
|
|
|
Nov 12, 2021
Q3 2021
|
Zeit Capital LLC
|
BUY
|
- |
160+ 0.56% |
$16.3K - $17.7K
|
28.6K
$2.44M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
159+ 1.35% |
$16.2K - $17.6K
|
12K
$1.02M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
158+ 3.55% |
$16.1K - $17.5K
|
4.61K
$394K
|
|
|
Aug 06, 2024
Q3 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
158+ 3.67% |
$16.1K - $17.5K
|
4.46K
$382K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
151New |
$15.4K - $16.7K
|
151
$12.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
149+ 1.5% |
$15.2K - $16.5K
|
10.1K
$864K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
147+ 4.5% |
$15K - $16.3K
|
3.41K
$292K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
146New |
$14.9K - $16.2K
|
146
$12.5K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
145+ 2.68% |
$14.8K - $16.1K
|
5.57K
$476K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
145+ 0.52% |
$14.8K - $16.1K
|
28K
$2.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
134New |
$13.6K - $14.9K
|
134
$11.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
132+ 9.53% |
$13.4K - $14.6K
|
1.52K
$130K
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
130+ 6.28% |
$13.2K - $14.4K
|
2.2K
$188K
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
129+ 2.13% |
$13.1K - $14.3K
|
6.18K
$529K
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
128+ 0.31% |
$13K - $14.2K
|
41.5K
$3.55M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
123+ 27.15% |
$12.5K - $13.6K
|
576
$49.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
123+ 2.43% |
$12.5K - $13.6K
|
5.19K
$444K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
122+ 4.11% |
$12.4K - $13.5K
|
3.09K
$265K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
122+ 2.42% |
$12.4K - $13.5K
|
5.17K
$442K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
121+ 1.45% |
$12.3K - $13.4K
|
8.45K
$723K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
121New |
$12.3K - $13.4K
|
121
$10.4K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
121+ 4.39% |
$12.3K - $13.4K
|
2.88K
$246K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
119+ 4.34% |
$12.1K - $13.2K
|
2.86K
$245K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
116+ 0.26% |
$11.8K - $12.9K
|
44.5K
$3.81M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
114+ 8.23% |
$11.6K - $12.6K
|
1.5K
$128K
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
108+ 1.38% |
$11K - $12K
|
7.93K
$678K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
104+ 1.32% |
$10.6K - $11.5K
|
8K
$684K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
103+ 1.04% |
$10.5K - $11.4K
|
10K
$856K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
102+ 18.58% |
$10.4K - $11.3K
|
651
$55.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
100+ 4.09% |
$10.2K - $11.1K
|
2.55K
$218K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Management Group Inc
|
BUY
|
- |
100+ 1.58% |
$10.2K - $11.1K
|
6.42K
$549K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
98+ 1.36% |
$9.97K - $10.9K
|
7.31K
$625K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
98+ 0.93% |
$9.97K - $10.9K
|
10.6K
$909K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
97+ 4.25% |
$9.87K - $10.8K
|
2.38K
$204K
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
97+ 1.01% |
$9.87K - $10.8K
|
9.75K
$834K
|
|
|
Nov 02, 2021
Q3 2021
|
Inverness Counsel LLC
|
BUY
|
- |
97+ 2.83% |
$9.87K - $10.8K
|
3.53K
$302K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
97New |
$9.87K - $10.8K
|
97
$8.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
96+ 0.01% |
$9.77K - $10.6K
|
833K
$71.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
96+ 181.13% |
$9.77K - $10.6K
|
149
$12.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
95+ 2.41% |
$9.67K - $10.5K
|
4.05K
$346K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
95+ 0.4% |
$9.67K - $10.5K
|
23.7K
$2.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
94+ 0.29% |
$9.57K - $10.4K
|
32K
$2.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
94+ 0.21% |
$9.57K - $10.4K
|
45K
$3.85M
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
93+ 2.36% |
$9.47K - $10.3K
|
4.04K
$346K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
92+ 27.63% |
$9.36K - $10.2K
|
425
$36.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
92+ 2.77% |
$9.36K - $10.2K
|
3.42K
$292K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
91+ 4.3% |
$9.26K - $10.1K
|
2.21K
$189K
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
90+ 3.99% |
$9.16K - $9.98K
|
2.35K
$201K
|