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 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
222+ 2.46% |
$16.7K - $19.3K
|
9.25K
$912K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-181- 5.37% |
$13.7K - $15.7K
|
3.19K
$314K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.25KNew |
$245K - $283K
|
3.25K
$321K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-5.36K- 1.49% |
$404K - $466K
|
354K
$34.9M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.75KNew |
$207K - $239K
|
2.75K
$271K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
109+ 1.94% |
$8.22K - $9.47K
|
5.71K
$563K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.31K+ 3.56% |
$98.6K - $114K
|
38K
$3.74M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-133K- 14.42% |
$10.1M - $11.6M
|
792K
$78M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.1KNew |
$460K - $530K
|
6.1K
$602K
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.87KNew |
$217K - $249K
|
2.87K
$283K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
360New |
$27.2K - $31.3K
|
360
$35.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
65New |
$4.9K - $5.65K
|
65
$6.41K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-590- 8.89% |
$44.5K - $51.3K
|
6.05K
$596K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-314- 5.05% |
$23.7K - $27.3K
|
5.9K
$582K
|
|
|
Nov 03, 2023
Q3 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
34.6KNew |
$2.61M - $3.01M
|
34.6K
$3.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.46K+ 48.46% |
$261K - $300K
|
10.6K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
65KNew |
$4.9M - $5.65M
|
65K
$6.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-1Closed |
$75.4 - $86.9
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
31New |
$2.34K - $2.69K
|
31
$3.06K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-346- 4.93% |
$26.1K - $30.1K
|
6.68K
$658K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.7KNew |
$128K - $148K
|
1.7K
$168K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-74- 1.79% |
$5.58K - $6.43K
|
4.07K
$401K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1New |
$75.4 - $86.9
|
1
$98.6
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-30.6K- 69.4% |
$2.31M - $2.66M
|
13.5K
$1.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
607+ 13.51% |
$45.8K - $52.7K
|
5.1K
$503K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
37K+ 1177.9% |
$2.79M - $3.21M
|
40.1K
$3.96M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-91- 0.9% |
$6.87K - $7.91K
|
10K
$988K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.6K+ 5.9% |
$121K - $139K
|
28.8K
$2.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-575- 13.34% |
$43.4K - $50K
|
3.73K
$368K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$151 - $174
|
2.65K
$261K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
118+ 2.14% |
$8.9K - $10.3K
|
5.63K
$555K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.08KNew |
$81.6K - $93.9K
|
1.08K
$107K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-924- 24.75% |
$69.7K - $80.3K
|
2.81K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 6.25% |
$754 - $869
|
170
$16.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
426+ 9.74% |
$32.1K - $37K
|
4.8K
$473K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.9K- 29.15% |
$143K - $165K
|
4.61K
$455K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-46.1K- 57.52% |
$3.48M - $4.01M
|
34.1K
$3.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.07% |
$151 - $174
|
2.89K
$284K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-31- 0.58% |
$2.34K - $2.69K
|
5.34K
$526K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-136- 3.6% |
$10.3K - $11.8K
|
3.64K
$359K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
68+ 1.97% |
$5.13K - $5.91K
|
3.52K
$347K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.27KNew |
$473K - $545K
|
6.27K
$619K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
324+ 4.2% |
$24.4K - $28.2K
|
8.04K
$792K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.73K+ 5.87% |
$131K - $150K
|
31.2K
$3.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-6- 0.04% |
$453 - $521
|
14.2K
$1.4M
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-854- 7.68% |
$64.4K - $74.2K
|
10.3K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-5.46K- 35.92% |
$412K - $475K
|
9.75K
$961K
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-2.28K- 23.77% |
$172K - $198K
|
7.3K
$719K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
720+ 2.8% |
$54.3K - $62.6K
|
26.5K
$2.61M
|