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 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.1KNew |
$174K - $208K
|
2.1K
$206K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-40- 2.14% |
$3.32K - $3.96K
|
1.83K
$179K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
21+ 0.62% |
$1.74K - $2.08K
|
3.4K
$334K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-74- 1.19% |
$6.14K - $7.32K
|
6.15K
$604K
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-233- 2.21% |
$19.3K - $23.1K
|
10.3K
$1.01M
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-18.8K- 55.43% |
$1.56M - $1.86M
|
15.1K
$1.48M
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
184+ 0.39% |
$15.3K - $18.2K
|
47.3K
$4.64M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
721+ 5.48% |
$59.8K - $71.4K
|
13.9K
$1.36M
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-29.8K- 80.9% |
$2.47M - $2.95M
|
7.03K
$690K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.19K+ 41.06% |
$513K - $612K
|
21.3K
$2.09M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.78K+ 3.07% |
$147K - $176K
|
59.5K
$5.84M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
569New |
$47.2K - $56.3K
|
569
$55.9K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-262- 5.3% |
$21.7K - $25.9K
|
4.68K
$459K
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-778- 2.48% |
$64.6K - $77K
|
30.6K
$3M
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-91.3K- 5.08% |
$7.57M - $9.03M
|
1.71M
$167M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-485- 1.36% |
$40.2K - $48K
|
35.1K
$3.44M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.24KNew |
$186K - $221K
|
2.24K
$220K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 0.56% |
$498 - $594
|
1.08K
$106K
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-514- 12.28% |
$42.6K - $50.9K
|
3.67K
$361K
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-4- 0.05% |
$332 - $396
|
7.82K
$768K
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-135- 2.25% |
$11.2K - $13.4K
|
5.86K
$575K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-3.41K- 5.77% |
$283K - $338K
|
55.7K
$5.47M
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-221- 1.2% |
$18.3K - $21.9K
|
18.2K
$1.78M
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.1K+ 3.69% |
$257K - $307K
|
87.2K
$8.56M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-260- 25.9% |
$21.6K - $25.7K
|
744
$73K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-361- 1.25% |
$30K - $35.7K
|
28.5K
$2.79M
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-513- 0.77% |
$42.6K - $50.8K
|
66.4K
$6.52M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.2K- 1.81% |
$99.3K - $118K
|
64.8K
$6.36M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.91K- 14.69% |
$158K - $189K
|
11.1K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.3KNew |
$857K - $1.02M
|
10.3K
$1.01M
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-43- 0.64% |
$3.57K - $4.26K
|
6.64K
$652K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 0.92% |
$996 - $1.19K
|
1.3K
$127K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.27K+ 42.38% |
$105K - $125K
|
4.25K
$417K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-62- 2.35% |
$5.14K - $6.14K
|
2.58K
$253K
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28+ 1.31% |
$2.32K - $2.77K
|
2.17K
$213K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-324- 11.38% |
$26.9K - $32.1K
|
2.52K
$248K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-53- 1.83% |
$4.4K - $5.25K
|
2.85K
$279K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-90- 2.98% |
$7.47K - $8.91K
|
2.93K
$287K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$249 - $297
|
16.3K
$1.6M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
410+ 9.87% |
$34K - $40.6K
|
4.57K
$448K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
779+ 1.23% |
$64.6K - $77.1K
|
64.4K
$6.32M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-120- 0.6% |
$9.96K - $11.9K
|
19.8K
$1.94M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.26K+ 11.97% |
$104K - $124K
|
11.8K
$1.15M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.84K- 3.77% |
$152K - $182K
|
46.9K
$4.61M
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
136+ 251.85% |
$11.3K - $13.5K
|
190
$18.7K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-870- 26.66% |
$72.2K - $86.1K
|
2.39K
$235K
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-75- 1.74% |
$6.22K - $7.42K
|
4.25K
$417K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
23+ 0.16% |
$1.91K - $2.28K
|
14.6K
$1.43M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-17- 0.63% |
$1.41K - $1.68K
|
2.67K
$262K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.38K+ 1.64% |
$281K - $335K
|
210K
$20.6M
|