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 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.68K+ 21.66% |
$432K - $500K
|
31.9K
$2.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
5.66K+ 5.77% |
$431K - $499K
|
104K
$9.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
5.58K+ 208.99% |
$425K - $492K
|
8.25K
$749K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.55K+ 13.09% |
$423K - $489K
|
48K
$4.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.54K+ 7.0% |
$421K - $488K
|
84.6K
$7.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.54K+ 89.48% |
$421K - $488K
|
11.7K
$1.06M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
5.53KNew |
$421K - $487K
|
5.53K
$502K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.39KNew |
$410K - $475K
|
5.39K
$490K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.38KNew |
$410K - $474K
|
5.38K
$489K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.35K+ 3.41% |
$407K - $471K
|
162K
$14.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.31K+ 41.81% |
$405K - $468K
|
18K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.31KNew |
$404K - $468K
|
5.31K
$482K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.31KNew |
$404K - $468K
|
5.31K
$482K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.29K+ 34.67% |
$403K - $466K
|
20.5K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.28KNew |
$402K - $465K
|
5.28K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.27KNew |
$401K - $464K
|
5.27K
$479K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.27KNew |
$401K - $464K
|
5.27K
$478K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.21KNew |
$397K - $459K
|
5.21K
$473K
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.17K+ 11.49% |
$394K - $456K
|
50.2K
$4.56M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.1KNew |
$389K - $450K
|
5.1K
$463K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
5.1K+ 23.49% |
$389K - $450K
|
26.8K
$2.44M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.07KNew |
$386K - $446K
|
5.07K
$460K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.06KNew |
$385K - $446K
|
5.06K
$460K
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
5.03K+ 18.61% |
$383K - $443K
|
32.1K
$2.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
5KNew |
$381K - $441K
|
5K
$454K
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.99KNew |
$380K - $440K
|
4.99K
$453K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.98K+ 20.49% |
$379K - $439K
|
29.3K
$2.66M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.97K+ 4.92% |
$378K - $438K
|
106K
$9.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.94KNew |
$376K - $435K
|
4.94K
$449K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
4.89K+ 8.39% |
$373K - $431K
|
63.2K
$5.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.87KNew |
$371K - $429K
|
4.87K
$442K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.84KNew |
$369K - $427K
|
4.84K
$440K
|
|
|
Feb 06, 2023
Q4 2022
|
True Wealth Financial Partners
|
BUY
|
- |
4.83K+ 4.58% |
$368K - $425K
|
110K
$10M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
4.8KNew |
$365K - $423K
|
4.8K
$436K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.74KNew |
$361K - $417K
|
4.74K
$430K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4.72K+ 67.59% |
$360K - $416K
|
11.7K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.71KNew |
$358K - $415K
|
4.71K
$427K
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
4.68K+ 32.39% |
$356K - $412K
|
19.1K
$1.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
4.65K+ 23.81% |
$354K - $410K
|
24.2K
$2.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.65KNew |
$354K - $409K
|
4.65K
$422K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.64K+ 110.94% |
$354K - $409K
|
8.83K
$802K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.63KNew |
$353K - $408K
|
4.63K
$421K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.57KNew |
$348K - $402K
|
4.57K
$415K
|
|
|
Jan 30, 2023
Q4 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
4.54K+ 5.06% |
$346K - $400K
|
94.2K
$8.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.49KNew |
$342K - $396K
|
4.49K
$408K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.47K+ 33.3% |
$340K - $394K
|
17.9K
$1.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.47K+ 21.04% |
$340K - $393K
|
25.7K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.46K+ 4.9% |
$340K - $393K
|
95.5K
$8.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.45K+ 11.84% |
$339K - $392K
|
42K
$3.81M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.44KNew |
$338K - $391K
|
4.44K
$403K
|