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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-600- 0.16% |
$49.8K - $59.4K
|
372K
$36.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-384- 12.44% |
$31.9K - $38K
|
2.7K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-54.7K- 6.44% |
$4.53M - $5.41M
|
794K
$77.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.95% |
$83 - $99
|
106
$10.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-244- 6.58% |
$20.2K - $24.1K
|
3.46K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
491+ 3.28% |
$40.7K - $48.6K
|
15.5K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-285- 1.57% |
$23.6K - $28.2K
|
17.8K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.29% |
$664 - $792
|
2.73K
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-94- 0.57% |
$7.8K - $9.3K
|
16.5K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
417+ 4.42% |
$34.6K - $41.3K
|
9.84K
$964K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.08KNew |
$172K - $205K
|
2.08K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
171+ 0.01% |
$14.2K - $16.9K
|
1.21M
$118M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8+ 1.2% |
$664 - $792
|
674
$66K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-80- 2.6% |
$6.64K - $7.92K
|
3K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-95- 1.57% |
$7.88K - $9.4K
|
5.95K
$583K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-77- 1.5% |
$6.39K - $7.62K
|
5.07K
$497K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-322- 2.36% |
$26.7K - $31.9K
|
13.3K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
121KNew |
$10M - $11.9M
|
121K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
16.6K+ 2.12% |
$1.38M - $1.64M
|
800K
$78.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-220- 3.98% |
$18.3K - $21.8K
|
5.31K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
200+ 2.3% |
$16.6K - $19.8K
|
8.88K
$870K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.95K+ 22.99% |
$162K - $193K
|
10.4K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
22.5K+ 3.39% |
$1.86M - $2.22M
|
685K
$67.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-813- 12.47% |
$67.5K - $80.5K
|
5.71K
$559K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-279- 6.8% |
$23.1K - $27.6K
|
3.82K
$374K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.49K- 9.75% |
$123K - $147K
|
13.7K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-901- 7.95% |
$74.8K - $89.2K
|
10.4K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-3.67K- 3.04% |
$305K - $364K
|
117K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-198K- 33.74% |
$16.5M - $19.6M
|
390K
$38.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.37K+ 66.51% |
$446K - $532K
|
13.4K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 3.55% |
$127K - $151K
|
44.5K
$4.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-31- 1.62% |
$2.57K - $3.07K
|
1.88K
$185K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
417+ 3.28% |
$34.6K - $41.3K
|
13.1K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-70- 1.76% |
$5.81K - $6.93K
|
3.9K
$382K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-215K- 17.93% |
$17.8M - $21.2M
|
982K
$96.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.24KNew |
$186K - $221K
|
2.24K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-331- 48.75% |
$27.5K - $32.8K
|
348
$34.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-133- 2.51% |
$11K - $13.2K
|
5.16K
$506K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3+ 0.34% |
$249 - $297
|
880
$86.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
284+ 1.79% |
$23.6K - $28.1K
|
16.2K
$1.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
832+ 0.66% |
$69K - $82.3K
|
126K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-485- 2.78% |
$40.2K - $48K
|
16.9K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
131+ 16.33% |
$10.9K - $13K
|
933
$91.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.52K+ 5.84% |
$126K - $150K
|
27.5K
$2.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.32KNew |
$192K - $229K
|
2.32K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-107- 2.72% |
$8.88K - $10.6K
|
3.83K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.7K- 10.24% |
$307K - $367K
|
32.5K
$3.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$231K - $275K
|
2.78K
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-8.65K- 54.73% |
$718K - $856K
|
7.16K
$701K
|