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 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.33K+ 92.53% |
$644K - $702K
|
13.2K
$1.19M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
6.05K+ 115.89% |
$615K - $671K
|
11.3K
$1.02M
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
6K+ 10.63% |
$611K - $666K
|
62.5K
$5.67M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.94K+ 7.44% |
$605K - $659K
|
85.9K
$7.79M
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
5.91K+ 2.75% |
$601K - $655K
|
221K
$20M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.84K+ 4.75% |
$594K - $648K
|
129K
$11.7M
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
5.81K+ 10.98% |
$591K - $644K
|
58.7K
$5.33M
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
5.81K+ 5.64% |
$591K - $644K
|
109K
$9.88M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5.74K+ 150.52% |
$584K - $637K
|
9.56K
$867K
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.71K+ 0.6% |
$581K - $634K
|
955K
$86.6M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.64K+ 5750.0% |
$574K - $625K
|
5.73K
$520K
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.63K+ 261.09% |
$573K - $624K
|
7.79K
$706K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.56K+ 75.52% |
$566K - $616K
|
12.9K
$1.17M
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
5.49KNew |
$559K - $609K
|
5.49K
$498K
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.47K+ 111.24% |
$557K - $607K
|
10.4K
$942K
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.3KNew |
$539K - $587K
|
5.3K
$480K
|
|
Nov 15, 2021
Q3 2021
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
5.29K+ 8.2% |
$539K - $587K
|
69.8K
$6.33M
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
BUY
|
- |
5.27K+ 13.83% |
$536K - $584K
|
43.3K
$3.93M
|
|
Nov 12, 2021
Q3 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
5.24K+ 2.0% |
$533K - $581K
|
268K
$24.3M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.21K+ 0.12% |
$531K - $578K
|
4.52M
$410M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.19K+ 1.65% |
$528K - $575K
|
320K
$29M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
5.17K+ 955.82% |
$526K - $574K
|
5.71K
$518K
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.1KNew |
$519K - $566K
|
5.1K
$463K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.06K+ 20.03% |
$515K - $561K
|
30.3K
$2.75M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5K+ 242.17% |
$508K - $554K
|
7.06K
$640K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
4.98K+ 1.37% |
$507K - $553K
|
368K
$33.4M
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
4.95KNew |
$504K - $549K
|
4.95K
$449K
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
4.95KNew |
$503K - $548K
|
4.95K
$449K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.87K+ 17.82% |
$496K - $541K
|
32.2K
$2.92M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.86K+ 2.67% |
$494K - $539K
|
187K
$17M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.82K+ 56.05% |
$491K - $535K
|
13.4K
$1.22M
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
4.77K+ 7.76% |
$485K - $529K
|
66.2K
$6.01M
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
4.77K+ 4.79% |
$485K - $529K
|
104K
$9.45M
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4.76K+ 15.38% |
$485K - $528K
|
35.7K
$3.24M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.76K+ 12.38% |
$485K - $528K
|
43.2K
$3.92M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.7K+ 12.3% |
$479K - $522K
|
42.9K
$3.89M
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.64K+ 3.06% |
$472K - $514K
|
156K
$14.2M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.58K+ 14.87% |
$466K - $508K
|
35.4K
$3.21M
|
|
Nov 10, 2021
Q3 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
4.5KNew |
$458K - $499K
|
4.5K
$408K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.48K+ 66.52% |
$456K - $497K
|
11.2K
$1.02M
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.46K+ 6.33% |
$453K - $494K
|
74.9K
$6.79M
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.45K+ 2.88% |
$453K - $493K
|
159K
$14.4M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.29K+ 68.28% |
$436K - $475K
|
10.6K
$958K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.28K+ 6.11% |
$436K - $475K
|
74.3K
$6.74M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4.28K+ 1.91% |
$436K - $475K
|
228K
$20.7M
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.2K+ 4.82% |
$427K - $466K
|
91.3K
$8.28M
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.14KNew |
$421K - $459K
|
4.14K
$376K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.13K+ 0.35% |
$420K - $458K
|
1.17M
$106M
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
4.06K+ 4.68% |
$413K - $451K
|
90.9K
$8.24M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.05K+ 14.56% |
$413K - $450K
|
31.9K
$2.89M
|