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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-220- 1.76% |
$17.3K - $18.9K
|
12.2K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
15.6K+ 51.67% |
$1.23M - $1.34M
|
45.9K
$4.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-157- 2.97% |
$12.3K - $13.5K
|
5.13K
$503K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-60- 3.76% |
$4.72K - $5.16K
|
1.53K
$150K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-310- 11.47% |
$24.4K - $26.7K
|
2.39K
$234K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
129+ 0.96% |
$10.1K - $11.1K
|
13.6K
$1.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
333New |
$26.2K - $28.6K
|
333
$32.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
58+ 2.36% |
$4.56K - $4.99K
|
2.51K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-403- 89.36% |
$31.7K - $34.6K
|
48
$4.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1K- 8.83% |
$78.6K - $86K
|
10.3K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-21- 3.4% |
$1.65K - $1.81K
|
597
$58.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
178+ 287.1% |
$14K - $15.3K
|
240
$23.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.39K- 63.91% |
$109K - $119K
|
785
$76.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-448- 7.27% |
$35.2K - $38.5K
|
5.71K
$560K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11- 0.42% |
$865 - $946
|
2.58K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-415- 27.21% |
$32.6K - $35.7K
|
1.11K
$109K
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$1.08M - $1.18M
|
13.7K
$1.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
189+ 7.32% |
$14.9K - $16.2K
|
2.77K
$271K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-24.9K- 55.42% |
$1.95M - $2.14M
|
20K
$1.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
400New |
$31.4K - $34.4K
|
400
$39.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-100- 51.81% |
$7.86K - $8.6K
|
93
$9.11K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 2.72% |
$39.3K - $43K
|
17.9K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1+ 0.01% |
$78.6 - $86
|
10.4K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.54K+ 130.43% |
$357K - $390K
|
8.02K
$786K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
118New |
$9.28K - $10.1K
|
118
$11.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-858- 11.1% |
$67.4K - $73.8K
|
6.87K
$673K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 25.42% |
$5.9K - $6.45K
|
220
$21.6K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.94KNew |
$231K - $253K
|
2.94K
$288K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
104KNew |
$8.17M - $8.94M
|
104K
$10.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
131+ 12.87% |
$10.3K - $11.3K
|
1.15K
$113K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-10- 0.32% |
$786 - $860
|
3.13K
$306K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
232+ 58.73% |
$18.2K - $19.9K
|
627
$61.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-125- 23.81% |
$9.83K - $10.7K
|
400
$39.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.11KNew |
$87.4K - $95.6K
|
1.11K
$109K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
30New |
$2.36K - $2.58K
|
30
$2.94K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8New |
$629 - $688
|
8
$784
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.41K- 96.68% |
$268K - $293K
|
117
$11.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
BUY
|
- |
1.2K+ 1.49% |
$94.3K - $103K
|
82K
$8.03M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.07K- 95.6% |
$83.7K - $91.6K
|
49
$4.8K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-62Closed |
$5.12K - $5.53K
|
0
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
500New |
$41.3K - $44.6K
|
500
$49K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.35KNew |
$277K - $299K
|
3.35K
$328K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
662+ 5.02% |
$54.7K - $59K
|
13.9K
$1.36M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
932+ 193.36% |
$77K - $83.1K
|
1.41K
$139K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
255New |
$21.1K - $22.7K
|
255
$25K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.9K- 32.83% |
$322K - $348K
|
7.99K
$782K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-68- 1.61% |
$5.62K - $6.06K
|
4.15K
$407K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$1.24M - $1.34M
|
15K
$1.47M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
162+ 22.47% |
$13.4K - $14.4K
|
883
$86.5K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
443+ 14.46% |
$36.6K - $39.5K
|
3.51K
$343K
|
|