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 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-877- 19.41% |
$72.8K - $86.8K
|
3.64K
$357K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.99% |
$332 - $396
|
408
$40K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-12- 0.52% |
$996 - $1.19K
|
2.31K
$227K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 3.3% |
$156K - $186K
|
55.2K
$5.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.17K- 10.05% |
$97K - $116K
|
10.5K
$1.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-178- 1.33% |
$14.8K - $17.6K
|
13.2K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.24M- 7.15% |
$103M - $123M
|
16.2M
$1.58B
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-631- 61.2% |
$52.4K - $62.5K
|
400
$39.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
468+ 25.59% |
$38.8K - $46.3K
|
2.3K
$225K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.21K- 4.62% |
$183K - $218K
|
45.5K
$4.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-97- 31.8% |
$8.05K - $9.6K
|
208
$20.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
133+ 0.3% |
$11K - $13.2K
|
44.8K
$4.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.18KNew |
$264K - $314K
|
3.18K
$311K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
182+ 3.8% |
$15.1K - $18K
|
4.97K
$487K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
21+ 6.33% |
$1.74K - $2.08K
|
353
$34.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
204+ 4.46% |
$16.9K - $20.2K
|
4.78K
$468K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
6.01K+ 60.5% |
$499K - $595K
|
15.9K
$1.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-234- 2.87% |
$19.4K - $23.2K
|
7.92K
$776K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-270- 1.1% |
$22.4K - $26.7K
|
24.3K
$2.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.5K- 37.67% |
$622K - $742K
|
12.4K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-248- 6.52% |
$20.6K - $24.5K
|
3.55K
$348K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
728+ 2.89% |
$60.4K - $72.1K
|
25.9K
$2.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-410- 10.57% |
$34K - $40.6K
|
3.47K
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.51K- 4.74% |
$291K - $347K
|
70.5K
$6.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.12K+ 33.24% |
$92.8K - $111K
|
4.48K
$439K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-470- 5.6% |
$39K - $46.5K
|
7.92K
$776K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-781- 21.91% |
$64.8K - $77.3K
|
2.78K
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 0.34% |
$1.99K - $2.38K
|
7.1K
$695K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-666- 10.26% |
$55.3K - $65.9K
|
5.83K
$571K
|
|
|
Oct 10, 2024
Q3 2024
|
Zeit Capital LLC
|
SELL
|
- |
-241- 0.78% |
$20K - $23.9K
|
30.6K
$3M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.66K+ 3.02% |
$138K - $164K
|
56.7K
$5.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.14K- 6.07% |
$178K - $212K
|
33.1K
$3.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-47.1K- 3.72% |
$3.91M - $4.66M
|
1.22M
$120M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
246+ 24.97% |
$20.4K - $24.3K
|
1.23K
$121K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
699+ 5.71% |
$58K - $69.2K
|
12.9K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.91K+ 37.49% |
$573K - $684K
|
25.3K
$2.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
23K+ 86.89% |
$1.91M - $2.27M
|
49.4K
$4.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-276- 3.0% |
$22.9K - $27.3K
|
8.94K
$875K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-28- 1.02% |
$2.32K - $2.77K
|
2.7K
$265K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.1K+ 0.6% |
$91.6K - $109K
|
186K
$18.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-7K- 3.5% |
$581K - $693K
|
193K
$18.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
202+ 17.91% |
$16.8K - $20K
|
1.33K
$130K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-999- 15.4% |
$82.9K - $98.9K
|
5.49K
$538K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-67- 1.32% |
$5.56K - $6.63K
|
5.02K
$491K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.34K+ 10.56% |
$111K - $133K
|
14.1K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-782- 6.88% |
$64.9K - $77.4K
|
10.6K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.92K- 55.61% |
$325K - $388K
|
3.13K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.21K- 6.28% |
$101K - $120K
|
18.1K
$1.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
250+ 5.2% |
$20.7K - $24.7K
|
5.06K
$495K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
28.5KNew |
$2.36M - $2.82M
|
28.5K
$2.79M
|