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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.41KNew |
$283K - $337K
|
3.41K
$305K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$184K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-549- 2.06% |
$45.6K - $54.3K
|
26.2K
$2.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-390- 8.71% |
$32.4K - $38.6K
|
4.09K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
374New |
$31K - $37K
|
374
$33.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4.95K- 91.42% |
$411K - $490K
|
465
$41.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.95% |
$83 - $99
|
106
$9.49K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8+ 1.2% |
$664 - $792
|
674
$60.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
121KNew |
$10M - $11.9M
|
121K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-331- 48.75% |
$27.5K - $32.8K
|
348
$31.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-107- 2.72% |
$8.88K - $10.6K
|
3.83K
$342K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-812- 50.15% |
$67.4K - $80.4K
|
807
$72.2K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
167+ 0.59% |
$13.9K - $16.5K
|
28.3K
$2.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-8.14KClosed |
$675K - $806K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$184K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.04% |
$166 - $198
|
4.95K
$443K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-348Closed |
$28.9K - $34.4K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-377- 7.17% |
$31.3K - $37.3K
|
4.88K
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.03% |
$83 - $99
|
3.64K
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-94- 8.36% |
$7.8K - $9.3K
|
1.03K
$92.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-145- 86.31% |
$12K - $14.4K
|
23
$2.06K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-749- 86.19% |
$62.1K - $74.1K
|
120
$10.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.14K- 48.19% |
$178K - $212K
|
2.3K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
2.28KNew |
$189K - $226K
|
2.28K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.33KNew |
$193K - $231K
|
2.33K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.83K- 6.03% |
$650K - $775K
|
122K
$10.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.5KNew |
$207K - $247K
|
2.5K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$184K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-6- 0.28% |
$498 - $594
|
2.16K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-249- 10.3% |
$20.7K - $24.6K
|
2.17K
$194K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-65- 98.48% |
$5.39K - $6.43K
|
1
$89.5
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-359- 15.96% |
$29.8K - $35.5K
|
1.89K
$169K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-417- 4.32% |
$34.6K - $41.3K
|
9.24K
$827K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.13KNew |
$177K - $211K
|
2.13K
$191K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
117New |
$9.71K - $11.6K
|
117
$10.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.04K+ 11.88% |
$252K - $301K
|
28.6K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
95New |
$7.88K - $9.4K
|
95
$8.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134K+ 31.44% |
$11.1M - $13.2M
|
559K
$50.1M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
47.5KNew |
$3.94M - $4.7M
|
47.5K
$4.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-859- 0.11% |
$71.3K - $85K
|
808K
$72.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.5KNew |
$539K - $643K
|
6.5K
$582K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
15New |
$1.24K - $1.48K
|
15
$1.34K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-9.09K- 26.74% |
$754K - $900K
|
24.9K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
40+ 5.77% |
$3.32K - $3.96K
|
733
$65.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
292KNew |
$24.3M - $28.9M
|
292K
$26.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.25K- 37.16% |
$104K - $124K
|
2.11K
$189K
|
|
|
Oct 17, 2024
Q3 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
15KNew |
$1.24M - $1.48M
|
15K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-14.8K- 87.83% |
$1.23M - $1.47M
|
2.05K
$184K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
11.6KNew |
$964K - $1.15M
|
11.6K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
20+ 0.72% |
$1.66K - $1.98K
|
2.8K
$251K
|