Latest Institutional Transactions on Vanguard Specialized Funds Van (VNQ)
This table provides information on the latest institutional transactions involving Vanguard Specialized Funds Van (VNQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
11.5K+ 6.17% |
$952K - $1.14M
|
197K
$19.3M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
9+ 0.22% |
$747 - $891
|
4.16K
$407K
|
|
Nov 05, 2024
Q3 2024
|
Fidato Wealth LLC
|
SELL
|
- |
-165- 1.97% |
$13.7K - $16.3K
|
8.21K
$804K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
25+ 0.01% |
$2.07K - $2.47K
|
177K
$17.3M
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-229- 6.9% |
$19K - $22.7K
|
3.09K
$303K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
337+ 6.54% |
$28K - $33.4K
|
5.49K
$538K
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-132- 0.61% |
$11K - $13.1K
|
21.3K
$2.09M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
114New |
$9.46K - $11.3K
|
114
$11.2K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-217- 4.28% |
$18K - $21.5K
|
4.85K
$475K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.07K- 1.5% |
$504K - $601K
|
398K
$39M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.63K- 29.69% |
$136K - $162K
|
3.87K
$379K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.18K- 1.52% |
$181K - $216K
|
141K
$13.8M
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-48.1K- 19.9% |
$3.99M - $4.76M
|
194K
$19M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-355- 0.45% |
$29.5K - $35.1K
|
78.9K
$7.73M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-202- 47.53% |
$16.8K - $20K
|
223
$21.8K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-446- 81.09% |
$37K - $44.1K
|
104
$10.2K
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
95.4KNew |
$7.92M - $9.45M
|
95.4K
$9.35M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-390- 1.29% |
$32.4K - $38.6K
|
29.8K
$2.92M
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.11K- 0.83% |
$175K - $209K
|
251K
$24.6M
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
6.58KNew |
$546K - $652K
|
6.58K
$645K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-249- 1.75% |
$20.7K - $24.6K
|
13.9K
$1.37M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
300+ 2.67% |
$24.9K - $29.7K
|
11.5K
$1.13M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.7K+ 41.25% |
$1.47M - $1.75M
|
60.6K
$5.93M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
97+ 0.7% |
$8.05K - $9.6K
|
13.9K
$1.36M
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.13KNew |
$177K - $211K
|
2.13K
$209K
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.3K+ 2.01% |
$108K - $129K
|
66K
$6.47M
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.35K+ 1.67% |
$195K - $232K
|
143K
$14M
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.05K+ 7.65% |
$87.2K - $104K
|
14.8K
$1.45M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.34% |
$83 - $99
|
294
$28.8K
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
100+ 0.49% |
$8.3K - $9.9K
|
20.4K
$2M
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
572+ 2.03% |
$47.5K - $56.6K
|
28.7K
$2.81M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
126K+ 1.11% |
$10.4M - $12.4M
|
11.4M
$1.12B
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.12K- 14.54% |
$259K - $309K
|
18.4K
$1.8M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-41- 1.15% |
$3.4K - $4.06K
|
3.53K
$346K
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-214- 2.73% |
$17.8K - $21.2K
|
7.63K
$748K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-59- 10.73% |
$4.9K - $5.84K
|
491
$48.1K
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
827K+ 834.93% |
$68.6M - $81.8M
|
926K
$90.7M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-400- 7.01% |
$33.2K - $39.6K
|
5.31K
$520K
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-244- 40.73% |
$20.2K - $24.1K
|
355
$34.8K
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
81+ 1.53% |
$6.72K - $8.02K
|
5.39K
$528K
|
|
Nov 04, 2024
Q3 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-1.32M- 63.41% |
$110M - $131M
|
763K
$74.7M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.66K+ 117.39% |
$138K - $164K
|
3.08K
$301K
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-490- 5.41% |
$40.7K - $48.5K
|
8.57K
$840K
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-770- 1.57% |
$63.9K - $76.2K
|
48.4K
$4.74M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.82K- 9.0% |
$151K - $181K
|
18.4K
$1.81M
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-416- 8.58% |
$34.5K - $41.2K
|
4.43K
$434K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-817- 19.88% |
$67.8K - $80.9K
|
3.29K
$323K
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.08K- 5.36% |
$89.2K - $106K
|
19K
$1.86M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-876- 8.31% |
$72.7K - $86.7K
|
9.67K
$947K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
499+ 0.41% |
$41.4K - $49.4K
|
122K
$11.9M
|