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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
BUY
|
- |
20+ 0.03% |
$1.57K - $1.72K
|
68.9K
$6.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2.36K+ 70.62% |
$186K - $203K
|
5.71K
$559K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-469- 43.87% |
$36.9K - $40.3K
|
600
$58.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-123- 0.66% |
$9.67K - $10.6K
|
18.6K
$1.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-245- 3.44% |
$19.3K - $21.1K
|
6.88K
$674K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 23.53% |
$15.7K - $17.2K
|
650
$63.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$205K - $225K
|
2.61K
$256K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
551New |
$43.3K - $47.4K
|
551
$54K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-742- 9.17% |
$58.3K - $63.8K
|
7.35K
$720K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
50+ 1.46% |
$3.93K - $4.3K
|
3.48K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-42.6K- 99.92% |
$3.35M - $3.66M
|
36
$3.53K
|
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
SELL
|
- |
-7.18K- 1.93% |
$564K - $617K
|
365K
$35.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.49K- 24.71% |
$117K - $128K
|
4.53K
$444K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.04% |
$78.6 - $86
|
50
$4.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
349+ 6.87% |
$27.4K - $30K
|
5.43K
$532K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-4.55K- 99.85% |
$357K - $391K
|
7
$686
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-692- 7.76% |
$54.4K - $59.5K
|
8.23K
$806K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
278+ 5.84% |
$21.9K - $23.9K
|
5.04K
$493K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
672New |
$52.8K - $57.8K
|
672
$65.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-440- 6.34% |
$34.6K - $37.8K
|
6.51K
$637K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
24+ 0.73% |
$1.89K - $2.06K
|
3.31K
$324K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
399+ 7.93% |
$31.4K - $34.3K
|
5.43K
$532K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
554+ 0.77% |
$43.5K - $47.6K
|
72.8K
$7.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.03K- 19.72% |
$160K - $175K
|
8.27K
$810K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
42+ 1.08% |
$3.3K - $3.61K
|
3.93K
$385K
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.03K- 14.61% |
$159K - $174K
|
11.8K
$1.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
4.71KNew |
$370K - $405K
|
4.71K
$461K
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
37.7KNew |
$2.96M - $3.24M
|
37.7K
$3.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
499New |
$39.2K - $42.9K
|
499
$48.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-451- 8.93% |
$35.5K - $38.8K
|
4.6K
$451K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-61- 42.96% |
$4.8K - $5.24K
|
81
$7.94K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
867+ 3.71% |
$68.2K - $74.5K
|
24.2K
$2.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
653+ 5.88% |
$51.3K - $56.1K
|
11.8K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
38+ 4.39% |
$2.99K - $3.27K
|
903
$88.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-150- 12.13% |
$11.8K - $12.9K
|
1.09K
$106K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.09KNew |
$164K - $179K
|
2.09K
$204K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.31KNew |
$417K - $456K
|
5.31K
$520K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.67KNew |
$289K - $316K
|
3.67K
$360K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-269- 12.71% |
$21.1K - $23.1K
|
1.85K
$181K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.2K- 78.86% |
$724K - $791K
|
2.47K
$242K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.11K- 77.67% |
$638K - $697K
|
2.33K
$228K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-120- 4.32% |
$9.43K - $10.3K
|
2.66K
$261K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-225- 8.1% |
$17.7K - $19.3K
|
2.55K
$250K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-90- 1.88% |
$7.07K - $7.74K
|
4.7K
$460K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6- 0.08% |
$472 - $516
|
7.54K
$738K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
448+ 1.78% |
$35.2K - $38.5K
|
25.6K
$2.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.08KNew |
$242K - $265K
|
3.08K
$302K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-32- 11.15% |
$2.52K - $2.75K
|
255
$25K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.86KNew |
$225K - $246K
|
2.86K
$280K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-122- 4.62% |
$9.59K - $10.5K
|
2.52K
$246K
|