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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.81K- 7.67% |
$138K - $159K
|
21.8K
$1.95M
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-1.81K- 15.58% |
$138K - $160K
|
9.81K
$879K
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 7.18% |
$138K - $160K
|
23.4K
$2.1M
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.82K- 7.61% |
$138K - $160K
|
22.1K
$1.98M
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.83K- 8.56% |
$140K - $162K
|
19.6K
$1.75M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.83K- 24.19% |
$140K - $162K
|
5.75K
$515K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.85K- 22.27% |
$141K - $163K
|
6.45K
$578K
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.88K- 5.42% |
$143K - $165K
|
32.7K
$2.93M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.89K- 11.41% |
$144K - $166K
|
14.6K
$1.31M
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.9K- 18.27% |
$144K - $167K
|
8.48K
$760K
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-1.9K- 12.64% |
$145K - $168K
|
13.2K
$1.18M
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.91K- 64.51% |
$145K - $168K
|
1.05K
$94K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.95K- 10.95% |
$148K - $172K
|
15.8K
$1.42M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.95K- 13.15% |
$149K - $172K
|
12.9K
$1.16M
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.98K- 28.21% |
$150K - $174K
|
5.03K
$450K
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.01KClosed |
$153K - $177K
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.01K- 5.16% |
$153K - $177K
|
36.9K
$3.31M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 8.84% |
$154K - $178K
|
20.8K
$1.87M
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-2.03K- 14.91% |
$155K - $179K
|
11.6K
$1.04M
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.04K- 10.75% |
$156K - $180K
|
17K
$1.52M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.05K- 4.59% |
$156K - $180K
|
42.6K
$3.82M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.08K- 1.29% |
$159K - $183K
|
159K
$14.2M
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.09K- 15.14% |
$159K - $184K
|
11.7K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.13K- 17.4% |
$162K - $187K
|
10.1K
$905K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.15K- 8.98% |
$164K - $189K
|
21.8K
$1.95M
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.16K- 50.3% |
$164K - $190K
|
2.13K
$191K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.16K- 8.4% |
$165K - $190K
|
23.6K
$2.11M
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 39.92% |
$166K - $192K
|
3.27K
$293K
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-2.21K- 1.87% |
$168K - $195K
|
116K
$10.4M
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.21K- 39.23% |
$168K - $195K
|
3.43K
$307K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.21K- 20.48% |
$168K - $195K
|
8.59K
$770K
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.23K- 11.3% |
$170K - $196K
|
17.5K
$1.57M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.26K- 15.25% |
$172K - $199K
|
12.5K
$1.12M
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-2.26K- 5.7% |
$172K - $199K
|
37.4K
$3.35M
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.3K- 4.96% |
$175K - $202K
|
44K
$3.94M
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.32K- 20.1% |
$177K - $205K
|
9.23K
$827K
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.34K- 9.92% |
$178K - $206K
|
21.3K
$1.91M
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.36K- 31.02% |
$180K - $208K
|
5.25K
$471K
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.37K- 13.24% |
$181K - $209K
|
15.5K
$1.39M
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.4K- 33.13% |
$183K - $211K
|
4.84K
$434K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.4K- 37.47% |
$183K - $212K
|
4.01K
$359K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.44K- 13.03% |
$186K - $215K
|
16.3K
$1.46M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.47K- 4.17% |
$188K - $218K
|
56.9K
$5.1M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.5K- 48.0% |
$191K - $220K
|
2.71K
$243K
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.51K- 11.34% |
$191K - $221K
|
19.6K
$1.76M
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.53K- 22.43% |
$193K - $223K
|
8.76K
$785K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.53K- 4.38% |
$193K - $223K
|
55.3K
$4.96M
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.55K- 29.36% |
$194K - $225K
|
6.14K
$550K
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-2.55K- 17.96% |
$194K - $225K
|
11.7K
$1.05M
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-2.56K- 61.42% |
$195K - $225K
|
1.61K
$144K
|