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 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-410- 4.63% |
$34K - $40.6K
|
8.44K
$826K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.92K+ 36.72% |
$159K - $190K
|
7.14K
$699K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
80+ 216.22% |
$6.64K - $7.92K
|
117
$11.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-67.3K- 72.24% |
$5.58M - $6.66M
|
25.8K
$2.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-635- 3.71% |
$52.7K - $62.8K
|
16.5K
$1.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-947- 10.98% |
$78.6K - $93.7K
|
7.68K
$752K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-5.01K- 11.71% |
$416K - $496K
|
37.7K
$3.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
88+ 2.65% |
$7.3K - $8.71K
|
3.41K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
985+ 8.86% |
$81.7K - $97.5K
|
12.1K
$1.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
463+ 6.76% |
$38.4K - $45.8K
|
7.31K
$716K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-17.2K- 55.03% |
$1.43M - $1.7M
|
14K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
545+ 2.32% |
$45.2K - $53.9K
|
24K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-98- 0.14% |
$8.13K - $9.7K
|
70.3K
$6.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 1.25% |
$581 - $693
|
565
$55.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.63K- 8.0% |
$218K - $260K
|
30.3K
$2.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
495+ 0.57% |
$41.1K - $49K
|
86.7K
$8.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
949+ 624.34% |
$78.7K - $93.9K
|
1.1K
$108K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
258+ 0.51% |
$21.4K - $25.5K
|
51.3K
$5.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.18K+ 2.11% |
$263K - $314K
|
154K
$15.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
72+ 1.57% |
$5.97K - $7.13K
|
4.66K
$457K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-312- 6.1% |
$25.9K - $30.9K
|
4.8K
$470K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.18K+ 8.79% |
$181K - $216K
|
27K
$2.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
6.11K+ 12.89% |
$507K - $605K
|
53.5K
$5.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-10.8K- 30.63% |
$900K - $1.07M
|
24.6K
$2.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
79+ 58.09% |
$6.55K - $7.82K
|
215
$21.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$108K - $129K
|
1.3K
$127K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.4K- 2.26% |
$199K - $238K
|
104K
$10.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
31.6K+ 47.59% |
$2.62M - $3.13M
|
97.9K
$9.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.96K- 15.39% |
$328K - $392K
|
21.7K
$2.13M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
328+ 2.1% |
$27.2K - $32.5K
|
15.9K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-950- 17.92% |
$78.8K - $94K
|
4.35K
$426K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.59% |
$3.98K - $4.75K
|
8.23K
$806K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
692+ 1.06% |
$57.4K - $68.5K
|
66.2K
$6.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
12.1KNew |
$1M - $1.19M
|
12.1K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
294+ 8.08% |
$24.4K - $29.1K
|
3.93K
$385K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.39K+ 2.9% |
$199K - $237K
|
84.9K
$8.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-787- 15.1% |
$65.3K - $77.9K
|
4.43K
$434K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-118- 0.49% |
$9.79K - $11.7K
|
23.8K
$2.34M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-382- 6.83% |
$31.7K - $37.8K
|
5.21K
$510K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.06K- 14.6% |
$88.3K - $105K
|
6.22K
$610K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.54KClosed |
$211K - $251K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.87KNew |
$238K - $284K
|
2.87K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-665- 7.28% |
$55.2K - $65.8K
|
8.47K
$830K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
368+ 1.34% |
$30.5K - $36.4K
|
27.9K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.23K- 5.32% |
$268K - $320K
|
57.5K
$5.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
42.1KNew |
$3.49M - $4.16M
|
42.1K
$4.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
300+ 8.81% |
$24.9K - $29.7K
|
3.71K
$363K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 1.6% |
$861K - $1.03M
|
658K
$64.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.03K+ 2.0% |
$85.5K - $102K
|
52.6K
$5.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.43K+ 3.27% |
$285K - $340K
|
108K
$10.6M
|