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 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.11K- 1.25% |
$84.2K - $97.4K
|
87.5K
$7.84M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 19.42% |
$84.7K - $98K
|
4.61K
$413K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.12K- 7.97% |
$85K - $98.3K
|
12.9K
$1.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.12K- 18.07% |
$85K - $98.4K
|
5.06K
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.14K- 34.92% |
$86.8K - $100K
|
2.13K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.15K- 29.22% |
$87.2K - $101K
|
2.77K
$249K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.16K- 21.66% |
$87.9K - $102K
|
4.18K
$374K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.17K- 1.63% |
$88.9K - $103K
|
70.5K
$6.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.17K- 5.19% |
$89.2K - $103K
|
21.4K
$1.92M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.18K- 8.19% |
$90.1K - $104K
|
13.3K
$1.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.2K- 1.55% |
$91.5K - $106K
|
76.1K
$6.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.2K- 1.12% |
$91.5K - $106K
|
106K
$9.53M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.21K- 6.28% |
$92.4K - $107K
|
18.1K
$1.62M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.22K- 47.11% |
$93.2K - $108K
|
1.37K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.23K- 26.22% |
$93.6K - $108K
|
3.46K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.25K- 5.4% |
$95.3K - $110K
|
21.9K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.26K- 14.44% |
$95.9K - $111K
|
7.46K
$668K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.26K- 4.26% |
$96K - $111K
|
28.3K
$2.54M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.29K- 1.17% |
$98.1K - $113K
|
109K
$9.78M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.31K- 14.08% |
$99.7K - $115K
|
7.99K
$716K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.33K- 6.39% |
$101K - $117K
|
19.5K
$1.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-1.4K- 3.5% |
$107K - $124K
|
38.7K
$3.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.41K- 29.39% |
$107K - $124K
|
3.38K
$303K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.42K- 17.37% |
$108K - $125K
|
6.76K
$605K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.43K- 33.15% |
$108K - $126K
|
2.87K
$257K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.43K- 20.92% |
$109K - $126K
|
5.4K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.43K- 29.87% |
$109K - $126K
|
3.36K
$301K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.44K- 94.61% |
$109K - $127K
|
82
$7.35K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.44K- 4.44% |
$110K - $127K
|
31.1K
$2.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.45K- 27.01% |
$110K - $128K
|
3.92K
$351K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.45K- 23.32% |
$110K - $128K
|
4.77K
$428K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.53K- 11.53% |
$117K - $135K
|
11.8K
$1.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.55K- 26.39% |
$118K - $136K
|
4.32K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.56K- 4.65% |
$119K - $138K
|
32.1K
$2.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.57K- 11.28% |
$119K - $138K
|
12.3K
$1.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.58K- 18.19% |
$120K - $139K
|
7.11K
$637K
|
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.58K- 4.15% |
$121K - $139K
|
36.5K
$3.27M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.59K- 37.88% |
$121K - $140K
|
2.61K
$234K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 17.81% |
$122K - $141K
|
7.38K
$661K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 35.22% |
$123K - $143K
|
2.98K
$267K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.63K- 51.9% |
$124K - $143K
|
1.51K
$135K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.64K- 1.25% |
$125K - $144K
|
129K
$11.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.69K- 28.76% |
$129K - $149K
|
4.18K
$375K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.7K- 11.31% |
$129K - $150K
|
13.3K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.7K- 24.26% |
$129K - $150K
|
5.3K
$475K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.73K- 2.68% |
$132K - $152K
|
62.7K
$5.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.75K- 39.64% |
$133K - $154K
|
2.66K
$238K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.76K- 65.14% |
$134K - $155K
|
943
$84.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 3.17% |
$135K - $156K
|
54K
$4.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.77K- 11.56% |
$135K - $156K
|
13.5K
$1.21M
|