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 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-41.6K- 17.88% |
$3.45M - $4.12M
|
191K
$18.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21+ 0.05% |
$1.74K - $2.08K
|
41.8K
$4.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-57.8K- 15.11% |
$4.8M - $5.72M
|
325K
$31.8M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.12K- 21.08% |
$93K - $111K
|
4.2K
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
12+ 0.05% |
$996 - $1.19K
|
24.8K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.89K- 15.71% |
$322K - $384K
|
20.8K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.17K+ 5.14% |
$97.1K - $116K
|
23.9K
$2.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.91K- 9.28% |
$158K - $189K
|
18.6K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
840+ 2.27% |
$69.7K - $83.1K
|
37.9K
$3.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
2.41KNew |
$200K - $239K
|
2.41K
$236K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.53K- 4.06% |
$210K - $251K
|
59.9K
$5.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.05K+ 7.29% |
$87.5K - $104K
|
15.5K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
26.7KNew |
$2.21M - $2.64M
|
26.7K
$2.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
24.9K+ 98.77% |
$2.06M - $2.46M
|
50.1K
$4.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-456- 1.82% |
$37.8K - $45.1K
|
24.7K
$2.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
BUY
|
- |
291+ 1.85% |
$24.1K - $28.8K
|
16K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.01% |
$166 - $198
|
20.5K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.11KNew |
$175K - $209K
|
2.11K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 3.93% |
$99.3K - $118K
|
31.6K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.92K+ 2.58% |
$242K - $289K
|
116K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.52K- 17.32% |
$126K - $150K
|
7.23K
$709K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.06K+ 2.91% |
$171K - $204K
|
72.8K
$7.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.21K+ 30.92% |
$100K - $120K
|
5.13K
$502K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.41KNew |
$200K - $238K
|
2.41K
$236K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
2.23KNew |
$185K - $221K
|
2.23K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
444+ 6.85% |
$36.8K - $43.9K
|
6.93K
$679K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
903+ 3.43% |
$74.9K - $89.4K
|
27.2K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
7.46KNew |
$619K - $739K
|
7.46K
$731K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.77M+ 465.07% |
$313M - $374M
|
4.59M
$449M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.56K+ 128.08% |
$129K - $154K
|
2.78K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.11K- 3.0% |
$91.9K - $110K
|
35.8K
$3.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-15- 0.39% |
$1.24K - $1.48K
|
3.83K
$375K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
2.21KNew |
$183K - $218K
|
2.21K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-313- 1.16% |
$26K - $31K
|
26.6K
$2.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
769+ 4.58% |
$63.8K - $76.1K
|
17.6K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
251+ 1.83% |
$20.8K - $24.8K
|
14K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-914- 3.54% |
$75.8K - $90.5K
|
24.9K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.29K+ 13.05% |
$107K - $128K
|
11.2K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3+ 0.16% |
$249 - $297
|
1.85K
$181K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-266- 0.24% |
$22.1K - $26.3K
|
109K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-36- 0.24% |
$2.99K - $3.56K
|
14.7K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-996- 4.8% |
$82.6K - $98.6K
|
19.7K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-31- 0.21% |
$2.57K - $3.07K
|
14.6K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-294- 11.49% |
$24.4K - $29.1K
|
2.26K
$222K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.29KNew |
$190K - $226K
|
2.29K
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-685- 13.62% |
$56.8K - $67.8K
|
4.34K
$426K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-55- 1.84% |
$4.56K - $5.44K
|
2.93K
$287K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.41KNew |
$283K - $337K
|
3.41K
$334K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.2% |
$83 - $99
|
504
$49.4K
|