Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Specialized Funds Van Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.91 Billion
  • Q3 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 402,241 shares of VNQ stock, worth $36 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
402,241
Previous 387,069 3.92%
Holding current value
$36 Million
Previous $34.5 Million 6.67%
% of portfolio
0.75%
Previous 0.79%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$88.47 - $93.24 $1.34 Million - $1.41 Million
15,172 Added 3.92%
402,241 $36.8 Million
Q2 2025

Jul 21, 2025
BUY
$79.79 - $91.42 $457,515 - $524,202
5,734 Added 1.5%
387,069 $34.5 Million
Q1 2025

May 08, 2025
BUY
$85.55 - $94.34 $802,031 - $884,437
9,375 Added 2.52%
381,335 $34.5 Million
Q4 2024

Jan 21, 2025
SELL
$87.85 - $98.6 $1.56 Million - $1.75 Million
-17,722 Reduced 4.55%
371,960 $33.1 Million
Q3 2024

Oct 31, 2024
SELL
$82.97 - $98.97 $16.5 Million - $19.6 Million
-198,463 Reduced 33.74%
389,682 $38 Million
Q2 2024

Aug 09, 2024
SELL
$78.61 - $85.97 $2.35 Million - $2.57 Million
-29,921 Reduced 4.84%
588,145 $49.3 Million
Q1 2024

May 06, 2024
BUY
$82.58 - $89.12 $1.44 Million - $1.55 Million
17,432 Added 2.9%
618,066 $53.5 Million
Q4 2023

Feb 06, 2024
BUY
$71.05 - $89.54 $2.91 Million - $3.67 Million
40,960 Added 7.32%
600,634 $53.1 Million
Q3 2023

Nov 02, 2023
BUY
$75.44 - $86.89 $2.6 Million - $3 Million
34,469 Added 6.56%
559,674 $42.3 Million
Q2 2023

Aug 11, 2023
BUY
$78.4 - $83.98 $3.28 Million - $3.51 Million
41,796 Added 8.65%
525,205 $43.9 Million
Q1 2023

May 09, 2023
BUY
$77.59 - $93.7 $2.34 Million - $2.83 Million
30,206 Added 6.67%
483,409 $40.1 Million
Q4 2022

Feb 07, 2023
BUY
$76.14 - $88.09 $3.72 Million - $4.3 Million
48,792 Added 12.06%
453,203 $37.4 Million
Q3 2022

Nov 02, 2022
BUY
$79.28 - $102.13 $2.72 Million - $3.51 Million
34,338 Added 9.28%
404,411 $32.4 Million
Q2 2022

Aug 02, 2022
BUY
$87.04 - $112.5 $51,266 - $66,262
589 Added 0.16%
370,073 $33.7 Million
Q1 2022

May 13, 2022
BUY
$99.96 - $115.1 $1.91 Million - $2.2 Million
19,120 Added 5.46%
369,484 $40 Million
Q4 2021

Feb 14, 2022
BUY
$102.53 - $116.01 $1.46 Million - $1.65 Million
14,257 Added 4.24%
350,364 $40.6 Million
Q3 2021

Nov 02, 2021
BUY
$101.78 - $110.92 $1.64 Million - $1.78 Million
16,070 Added 5.02%
336,107 $34.2 Million
Q2 2021

Aug 12, 2021
BUY
$93.53 - $105.5 $5.78 Million - $6.52 Million
61,787 Added 23.93%
320,037 $32.6 Million
Q1 2021

May 17, 2021
SELL
$81.97 - $92.98 $1.18 Million - $1.34 Million
-14,422 Reduced 5.29%
258,250 $23.7 Million
Q4 2020

Feb 12, 2021
BUY
$76.08 - $86.67 $1.35 Million - $1.53 Million
17,695 Added 6.94%
272,672 $23.2 Million
Q3 2020

Nov 12, 2020
BUY
$76.31 - $83.64 $709,988 - $778,186
9,304 Added 3.79%
254,977 $20.1 Million
Q2 2020

Aug 12, 2020
BUY
$64.53 - $86.79 $822,305 - $1.11 Million
12,743 Added 5.47%
245,673 $19.3 Million
Q1 2020

May 11, 2020
SELL
$56.91 - $99.57 $1.08 Million - $1.9 Million
-19,046 Reduced 7.56%
232,930 $16.3 Million
Q4 2019

Feb 13, 2020
BUY
$90.14 - $95.25 $1.13 Million - $1.2 Million
12,590 Added 5.26%
251,976 $23.4 Million
Q3 2019

Nov 13, 2019
BUY
$91.64 - $93.61 $689,682 - $704,508
7,526 Added 3.25%
239,386 $22.3 Million
Q2 2019

Aug 12, 2019
BUY
N/A
11,157 Added 5.06%
231,860 $20.3 Million
Q1 2019

May 13, 2019
BUY
N/A
20,628 Added 10.31%
220,703 $19.2 Million
Q4 2018

Feb 13, 2019
BUY
N/A
24,102 Added 13.7%
200,075 $14.9 Million
Q3 2018

Nov 13, 2018
BUY
N/A
9,035 Added 5.41%
175,973 $14.2 Million
Q2 2018

Aug 13, 2018
BUY
N/A
11,969 Added 7.72%
166,938 $13.6 Million
Q1 2018

May 14, 2018
BUY
N/A
46,286 Added 42.59%
154,969 $11.7 Million
Q1 2018

May 14, 2018
SELL
N/A
-34,755 Reduced 24.23%
108,683 $11.7 Million
Q4 2017

Feb 12, 2018
BUY
N/A
9,885 Added 7.4%
143,438 $11.9 Million
Q3 2017

Nov 13, 2017
BUY
N/A
4,649 Added 3.61%
133,553 $11.1 Million
Q2 2017

Aug 10, 2017
BUY
N/A
128,904
128,904 $10.7 Million

Others Institutions Holding VNQ

# of Institutions
1,935
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email