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 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-273- 1.48% |
$22.7K - $27K
|
18.2K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
24+ 0.44% |
$1.99K - $2.38K
|
5.45K
$533K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.49K+ 20.03% |
$124K - $148K
|
8.95K
$877K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
40+ 0.69% |
$3.32K - $3.96K
|
5.86K
$574K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-91- 15.29% |
$7.55K - $9.01K
|
504
$49.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.06K+ 10.6% |
$171K - $204K
|
21.5K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
9.76KNew |
$810K - $966K
|
9.76K
$956K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.07KNew |
$171K - $205K
|
2.07K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-9.09K- 26.74% |
$754K - $900K
|
24.9K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
159+ 1.37% |
$13.2K - $15.7K
|
11.8K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2.21K- 3.27% |
$184K - $219K
|
65.4K
$6.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.81K+ 185.54% |
$482K - $575K
|
8.95K
$876K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
40+ 5.77% |
$3.32K - $3.96K
|
733
$71.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.67K+ 88.4% |
$305K - $364K
|
7.83K
$767K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-212- 4.47% |
$17.6K - $21K
|
4.53K
$444K
|
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
292KNew |
$24.3M - $28.9M
|
292K
$28.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.28K- 3.73% |
$189K - $225K
|
58.7K
$5.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-43- 0.26% |
$3.57K - $4.26K
|
16.3K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
500+ 2.33% |
$41.5K - $49.5K
|
22K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.99K+ 15.9% |
$414K - $494K
|
36.4K
$3.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
72+ 2.19% |
$5.97K - $7.13K
|
3.36K
$329K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
803+ 21.33% |
$66.6K - $79.5K
|
4.57K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.05K+ 8.54% |
$170K - $202K
|
26K
$2.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
64+ 0.05% |
$5.31K - $6.33K
|
123K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
18+ 1.31% |
$1.49K - $1.78K
|
1.39K
$136K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1K+ 22.22% |
$83K - $99K
|
5.5K
$539K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.68K+ 10.69% |
$139K - $166K
|
17.4K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-574- 6.43% |
$47.6K - $56.8K
|
8.35K
$818K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.25K- 37.16% |
$104K - $124K
|
2.11K
$207K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.17K+ 5.69% |
$96.8K - $115K
|
21.7K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.99K+ 1.01% |
$248K - $296K
|
298K
$29.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.42K- 11.65% |
$118K - $140K
|
10.8K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
15KNew |
$1.24M - $1.48M
|
15K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
621+ 0.52% |
$51.5K - $61.5K
|
120K
$11.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-83- 0.9% |
$6.89K - $8.21K
|
9.12K
$894K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-32.2K- 1.76% |
$2.67M - $3.18M
|
1.8M
$176M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.42K- 7.6% |
$201K - $240K
|
29.4K
$2.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-987- 3.61% |
$81.9K - $97.7K
|
26.4K
$2.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
86.5K+ 32.41% |
$7.17M - $8.56M
|
353K
$34.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.22K+ 1042.74% |
$101K - $121K
|
1.34K
$131K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-57.8K- 7.97% |
$4.8M - $5.72M
|
668K
$65.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10+ 0.08% |
$830 - $990
|
12K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.16K- 3.34% |
$511K - $609K
|
178K
$17.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-54- 0.42% |
$4.48K - $5.34K
|
12.9K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.1K+ 2.45% |
$423K - $504K
|
213K
$20.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 26.16% |
$1.03M - $1.23M
|
60K
$5.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.95K+ 4.74% |
$411K - $490K
|
109K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.74KNew |
$476K - $568K
|
5.74K
$562K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.18% |
$83 - $99
|
555
$54.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.46K+ 4.48% |
$121K - $145K
|
34.2K
$3.35M
|