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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-274- 84.83% |
$22.6K - $24.4K
|
49
$4.81K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.95K- 43.54% |
$326K - $352K
|
5.13K
$503K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-365- 64.6% |
$30.1K - $32.5K
|
200
$19.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-186- 6.41% |
$15.4K - $16.6K
|
2.72K
$267K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 50.0% |
$4.13K - $4.46K
|
50
$4.91K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
143+ 2.86% |
$11.8K - $12.7K
|
5.14K
$505K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-658- 17.55% |
$54.3K - $58.6K
|
3.09K
$303K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
8.16K+ 18122.22% |
$673K - $727K
|
8.2K
$805K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-69K- 97.46% |
$5.7M - $6.15M
|
1.8K
$177K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
600New |
$49.5K - $53.5K
|
600
$58.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.88K+ 14.55% |
$238K - $256K
|
22.6K
$2.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.79KNew |
$644K - $695K
|
7.79K
$765K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
145+ 6.0% |
$12K - $12.9K
|
2.56K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$330 - $356
|
3.78K
$371K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 6.14% |
$153K - $165K
|
32.1K
$3.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-30- 60.0% |
$2.48K - $2.67K
|
20
$1.96K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.6K- 8.33% |
$132K - $142K
|
17.6K
$1.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6- 0.38% |
$495 - $535
|
1.59K
$156K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
81+ 1.74% |
$6.69K - $7.22K
|
4.73K
$465K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.27K+ 51.24% |
$765K - $826K
|
27.4K
$2.69M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-75- 0.83% |
$6.19K - $6.68K
|
8.94K
$877K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-2.25K- 25.25% |
$186K - $201K
|
6.67K
$655K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.5K- 26.96% |
$207K - $223K
|
6.78K
$665K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1K+ 485.44% |
$82.6K - $89.1K
|
1.21K
$118K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
26+ 0.45% |
$2.15K - $2.32K
|
5.77K
$566K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.14K- 97.99% |
$177K - $191K
|
44
$4.32K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-31.3K- 81.73% |
$2.59M - $2.79M
|
7K
$687K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
666+ 22.01% |
$55K - $59.4K
|
3.69K
$362K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.8KNew |
$1.22M - $1.32M
|
14.8K
$1.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-138- 0.64% |
$11.4K - $12.3K
|
21.4K
$2.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-63- 15.11% |
$5.2K - $5.61K
|
354
$34.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-594- 17.27% |
$49.1K - $52.9K
|
2.85K
$279K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-175- 1.14% |
$14.5K - $15.6K
|
15.1K
$1.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$221K - $238K
|
2.67K
$262K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
210+ 1235.29% |
$17.3K - $18.7K
|
227
$22.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-50- 14.29% |
$4.13K - $4.46K
|
300
$29.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
650+ 6.06% |
$53.7K - $57.9K
|
11.4K
$1.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-308- 80.63% |
$25.4K - $27.4K
|
74
$7.26K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.91KNew |
$323K - $349K
|
3.91K
$384K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
7.53K+ 22.87% |
$622K - $671K
|
40.5K
$3.97M
|
|
| Q4 2023 | |||||||
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.57KNew |
$182K - $230K
|
2.57K
$252K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.28% |
$71.1 - $89.5
|
361
$35.4K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-15.9KClosed |
$1.13M - $1.42M
|
0
$0
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-4.56K- 6.01% |
$324K - $408K
|
71.3K
$7M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-344- 0.5% |
$24.4K - $30.8K
|
68.8K
$6.75M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.76KNew |
$267K - $337K
|
3.76K
$369K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2- 66.67% |
$142 - $179
|
1
$98.2
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
49+ 4900.0% |
$3.48K - $4.39K
|
50
$4.91K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
188+ 5.43% |
$13.4K - $16.8K
|
3.65K
$358K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
13+ 0.48% |
$924 - $1.16K
|
2.73K
$268K
|
|