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 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17- 0.04% |
$1.41K - $1.68K
|
39.9K
$3.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-4.17K- 3.79% |
$346K - $413K
|
106K
$10.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-14.8K- 87.83% |
$1.23M - $1.47M
|
2.05K
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-72- 1.48% |
$5.97K - $7.13K
|
4.79K
$469K
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.39K+ 1.83% |
$115K - $137K
|
77.3K
$7.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
274+ 7.18% |
$22.7K - $27.1K
|
4.09K
$401K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.74K+ 15.18% |
$393K - $469K
|
35.9K
$3.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
11.6KNew |
$964K - $1.15M
|
11.6K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-361K- 64.88% |
$30M - $35.7M
|
195K
$19.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-164- 1.16% |
$13.6K - $16.2K
|
14K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-596- 4.02% |
$49.5K - $59K
|
14.2K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-502- 12.64% |
$41.7K - $49.7K
|
3.47K
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-655- 30.87% |
$54.3K - $64.8K
|
1.47K
$144K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.29K+ 3.58% |
$107K - $128K
|
37.3K
$3.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
36+ 1.09% |
$2.99K - $3.56K
|
3.35K
$328K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6.64K+ 17.43% |
$551K - $657K
|
44.7K
$4.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.12K+ 3.34% |
$93.1K - $111K
|
34.7K
$3.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2K+ 52.68% |
$166K - $197K
|
5.78K
$566K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-497- 10.54% |
$41.2K - $49.2K
|
4.22K
$413K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
193+ 5.92% |
$16K - $19.1K
|
3.46K
$338K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
113+ 0.97% |
$9.38K - $11.2K
|
11.7K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
20+ 0.72% |
$1.66K - $1.98K
|
2.8K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$83 - $99
|
17.3K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10+ 0.13% |
$830 - $990
|
7.9K
$774K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.08% |
$83 - $99
|
1.28K
$125K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-197- 2.58% |
$16.3K - $19.5K
|
7.44K
$729K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
107+ 3.66% |
$8.88K - $10.6K
|
3.03K
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
557+ 12.48% |
$46.2K - $55.1K
|
5.02K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.76K- 8.18% |
$146K - $174K
|
19.7K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
17.3K+ 6.3% |
$1.44M - $1.72M
|
293K
$28.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.43K+ 6.58% |
$118K - $141K
|
23.1K
$2.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.16KNew |
$179K - $214K
|
2.16K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-88- 3.21% |
$7.3K - $8.71K
|
2.65K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
253+ 0.87% |
$21K - $25K
|
29.5K
$2.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-1.01K- 20.42% |
$84K - $100K
|
3.94K
$386K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-72- 2.84% |
$5.97K - $7.13K
|
2.46K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-167- 1.14% |
$13.9K - $16.5K
|
14.4K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-4- 0.11% |
$332 - $396
|
3.67K
$360K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.21K- 5.66% |
$100K - $120K
|
20.2K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-29.4K- 50.01% |
$2.44M - $2.91M
|
29.4K
$2.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-789- 7.21% |
$65.5K - $78.1K
|
10.2K
$994K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.1K+ 72.9% |
$1.33M - $1.59M
|
38.1K
$3.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3.01K+ 2.7% |
$250K - $298K
|
114K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-48.4K- 17.28% |
$4.01M - $4.79M
|
232K
$22.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-841- 25.88% |
$69.8K - $83.2K
|
2.41K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-312- 3.11% |
$25.9K - $30.9K
|
9.73K
$953K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-616- 1.66% |
$51.1K - $61K
|
36.6K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.29K- 0.76% |
$107K - $128K
|
169K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-231- 0.7% |
$19.2K - $22.9K
|
33K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5- 0.17% |
$415 - $495
|
2.92K
$286K
|