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 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-718- 1.76% |
$59.6K - $71.1K
|
40K
$3.92M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-1.76K- 20.89% |
$146K - $175K
|
6.68K
$654K
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
516+ 5.18% |
$42.8K - $51.1K
|
10.5K
$1.03M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-706- 2.69% |
$58.6K - $69.9K
|
25.5K
$2.5M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.3K- 6.69% |
$2.02M - $2.41M
|
339K
$33.2M
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
30K+ 1660.02% |
$2.49M - $2.97M
|
31.8K
$3.11M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.94K- 33.6% |
$327K - $390K
|
7.79K
$763K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.2K+ 5.94% |
$99.3K - $118K
|
21.3K
$2.09M
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
79+ 1.03% |
$6.55K - $7.82K
|
7.74K
$758K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-359- 15.96% |
$29.8K - $35.5K
|
1.89K
$185K
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
930+ 0.39% |
$77.2K - $92K
|
241K
$23.6M
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-259- 0.87% |
$21.5K - $25.6K
|
29.6K
$2.9M
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
781+ 2.92% |
$64.8K - $77.3K
|
27.5K
$2.7M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-627- 0.45% |
$52K - $62.1K
|
139K
$13.6M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5- 0.19% |
$415 - $495
|
2.64K
$259K
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
82+ 2.63% |
$6.8K - $8.12K
|
3.2K
$314K
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-4.81K- 9.29% |
$399K - $476K
|
47K
$4.6M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
4.27KNew |
$354K - $423K
|
4.27K
$419K
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-11.3K- 66.96% |
$941K - $1.12M
|
5.6K
$548K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13+ 0.13% |
$1.08K - $1.29K
|
9.75K
$955K
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
136+ 1.23% |
$11.3K - $13.5K
|
11.2K
$1.09M
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.86% |
$83 - $99
|
36
$3.53K
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
11.4K+ 110.63% |
$945K - $1.13M
|
21.7K
$2.13M
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.55K+ 20.46% |
$129K - $154K
|
9.15K
$896K
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
11.3K+ 1.23% |
$934K - $1.11M
|
927K
$90.8M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.08K- 11.3% |
$89.7K - $107K
|
8.49K
$832K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-34- 0.5% |
$2.82K - $3.36K
|
6.82K
$668K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-417- 4.32% |
$34.6K - $41.3K
|
9.24K
$905K
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
23+ 1.03% |
$1.91K - $2.28K
|
2.26K
$222K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.6K- 4.98% |
$133K - $158K
|
30.5K
$2.99M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-50- 47.62% |
$4.15K - $4.95K
|
55
$5.39K
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16.9K+ 29.45% |
$1.4M - $1.67M
|
74.1K
$7.26M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-13.4K- 5.41% |
$1.11M - $1.33M
|
235K
$23M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-535- 6.15% |
$44.4K - $52.9K
|
8.17K
$800K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.13KNew |
$177K - $211K
|
2.13K
$209K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-6.81K- 26.1% |
$565K - $674K
|
19.3K
$1.89M
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-115- 3.43% |
$9.54K - $11.4K
|
3.23K
$317K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.55M+ 17050.19% |
$295M - $352M
|
3.57M
$350M
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.01K+ 1.32% |
$83.5K - $99.6K
|
77K
$7.55M
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
35+ 1.25% |
$2.9K - $3.46K
|
2.84K
$278K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-322- 9.7% |
$26.7K - $31.9K
|
3K
$294K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
496New |
$41.2K - $49.1K
|
496
$48.6K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.28% |
$166 - $198
|
726
$71.1K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.04K- 2.22% |
$86.4K - $103K
|
45.9K
$4.49M
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.17K+ 45.72% |
$263K - $314K
|
10.1K
$990K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
117New |
$9.71K - $11.6K
|
117
$11.5K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 1.94% |
$581 - $693
|
367
$36K
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
75+ 2.74% |
$6.22K - $7.42K
|
2.82K
$276K
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.04K+ 11.88% |
$252K - $301K
|
28.6K
$2.8M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
670+ 8.91% |
$55.6K - $66.3K
|
8.19K
$802K
|