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 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 18.78% |
$131K - $156K
|
6.82K
$668K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.49K+ 5.13% |
$207K - $247K
|
51.1K
$5M
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
160K+ 215.18% |
$13.2M - $15.8M
|
234K
$22.9M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
20+ 0.7% |
$1.66K - $1.98K
|
2.89K
$283K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.72K- 5.34% |
$143K - $170K
|
30.5K
$2.99M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
343K+ 13.17% |
$28.5M - $33.9M
|
2.95M
$289M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-392- 1.6% |
$32.5K - $38.8K
|
24.2K
$2.37M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-72- 0.8% |
$5.97K - $7.13K
|
8.91K
$873K
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-280- 1.64% |
$23.2K - $27.7K
|
16.8K
$1.64M
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-478- 17.82% |
$39.7K - $47.3K
|
2.21K
$216K
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.74KNew |
$227K - $271K
|
2.74K
$268K
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
27+ 0.33% |
$2.24K - $2.67K
|
8.23K
$806K
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-11- 0.3% |
$913 - $1.09K
|
3.61K
$353K
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-740- 0.22% |
$61.4K - $73.2K
|
340K
$33.3M
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-2.59K- 23.26% |
$215K - $256K
|
8.55K
$838K
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
2.28KNew |
$189K - $226K
|
2.28K
$224K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
65.2K+ 43.51% |
$5.41M - $6.45M
|
215K
$21.1M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-2.02K- 11.44% |
$168K - $200K
|
15.6K
$1.53M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
258+ 0.67% |
$21.4K - $25.5K
|
38.5K
$3.77M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.4K- 61.15% |
$1.45M - $1.73M
|
11.1K
$1.08M
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.84KNew |
$318K - $380K
|
3.84K
$376K
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.39K- 0.65% |
$115K - $137K
|
212K
$20.8M
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
313+ 1.2% |
$26K - $31K
|
26.3K
$2.58M
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.4K+ 17.66% |
$531K - $633K
|
42.6K
$4.17M
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
359+ 1.65% |
$29.8K - $35.5K
|
22.1K
$2.16M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.4KNew |
$944K - $1.13M
|
11.4K
$1.11M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6.21K+ 4.35% |
$515K - $614K
|
149K
$14.6M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.99K+ 11.07% |
$248K - $296K
|
30K
$2.94M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.06K- 95.22% |
$87.6K - $105K
|
53
$5.19K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
48+ 0.89% |
$3.98K - $4.75K
|
5.45K
$534K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.12KNew |
$342K - $408K
|
4.12K
$404K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.04K+ 4.4% |
$169K - $202K
|
48.4K
$4.74M
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
15New |
$1.24K - $1.48K
|
15
$1.47K
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.64K+ 14.19% |
$136K - $162K
|
13.2K
$1.29M
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8+ 0.07% |
$664 - $792
|
12.2K
$1.19M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
197+ 0.25% |
$16.3K - $19.5K
|
79K
$7.74M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-473- 11.45% |
$39.2K - $46.8K
|
3.66K
$358K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-33- 0.66% |
$2.74K - $3.27K
|
5K
$490K
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-133- 2.8% |
$11K - $13.2K
|
4.61K
$452K
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-559- 6.8% |
$46.4K - $55.3K
|
7.67K
$751K
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-5.3K- 6.85% |
$440K - $524K
|
72.1K
$7.06M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-69- 2.22% |
$5.72K - $6.83K
|
3.04K
$298K
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
9.93K+ 67.28% |
$823K - $982K
|
24.7K
$2.42M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
499+ 236.49% |
$41.4K - $49.4K
|
710
$69.6K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-801- 2.95% |
$66.5K - $79.3K
|
26.3K
$2.58M
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-11K- 5.93% |
$915K - $1.09M
|
175K
$17.1M
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-420- 15.27% |
$34.8K - $41.6K
|
2.33K
$228K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
51+ 1.39% |
$4.23K - $5.05K
|
3.72K
$365K
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.28KNew |
$272K - $325K
|
3.28K
$321K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.06K- 5.27% |
$254K - $303K
|
55.1K
$5.39M
|