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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 11.36% |
$162K - $187K
|
16.8K
$1.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-538- 16.98% |
$40.6K - $46.7K
|
2.63K
$258K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-6- 0.15% |
$453 - $521
|
4.13K
$405K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-9- 0.06% |
$679 - $782
|
14.8K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
20.5K+ 44.09% |
$1.55M - $1.78M
|
67K
$6.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
573New |
$43.2K - $49.8K
|
573
$56.2K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-500- 14.29% |
$37.7K - $43.4K
|
3K
$294K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.46KNew |
$261K - $301K
|
3.46K
$340K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
152+ 524.14% |
$11.9K - $12.8K
|
181
$17.8K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-128- 98.46% |
$10K - $10.7K
|
2
$196
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65+ 38.46% |
$5.1K - $5.46K
|
234
$23K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112+ 1600.0% |
$8.78K - $9.41K
|
119
$11.7K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-174K- 49.37% |
$13.7M - $14.6M
|
179K
$17.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3.45KNew |
$270K - $290K
|
3.45K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
123+ 0.18% |
$9.64K - $10.3K
|
69.9K
$6.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.32KNew |
$260K - $279K
|
3.32K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-133- 0.56% |
$10.4K - $11.2K
|
23.8K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
20KNew |
$1.57M - $1.68M
|
20K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
3KNew |
$235K - $252K
|
3K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
258+ 10.25% |
$20.2K - $21.7K
|
2.78K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-954- 50.37% |
$74.8K - $80.1K
|
940
$92.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-132K- 74.63% |
$10.4M - $11.1M
|
45K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-356- 8.03% |
$27.9K - $29.9K
|
4.08K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
76.2K+ 511.35% |
$5.98M - $6.4M
|
91.1K
$8.95M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.21KNew |
$252K - $270K
|
3.21K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30.2KNew |
$2.37M - $2.54M
|
30.2K
$2.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
11.5KNew |
$902K - $966K
|
11.5K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-20- 0.43% |
$1.57K - $1.68K
|
4.62K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.87K+ 2.98% |
$146K - $157K
|
64.6K
$6.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.95K- 11.39% |
$231K - $248K
|
23K
$2.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.04% |
$78.4 - $84
|
2.43K
$238K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.55KNew |
$122K - $130K
|
1.55K
$152K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.7KNew |
$212K - $227K
|
2.7K
$265K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
57New |
$4.47K - $4.79K
|
57
$5.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
28New |
$2.2K - $2.35K
|
28
$2.75K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
125New |
$9.8K - $10.5K
|
125
$12.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.53K- 1.42% |
$199K - $213K
|
176K
$17.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
489+ 2.86% |
$38.3K - $41.1K
|
17.6K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
18New |
$1.41K - $1.51K
|
18
$1.77K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.82KNew |
$299K - $320K
|
3.82K
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-403- 11.93% |
$31.6K - $33.8K
|
2.98K
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-605- 48.4% |
$47.4K - $50.8K
|
645
$63.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14.8KNew |
$1.16M - $1.24M
|
14.8K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-775- 19.68% |
$60.8K - $65.1K
|
3.16K
$310K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.33K- 13.45% |
$104K - $111K
|
8.53K
$837K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
16.8KNew |
$1.31M - $1.41M
|
16.8K
$1.64M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-171- 92.93% |
$13.4K - $14.4K
|
13
$1.28K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
20.5K+ 71.61% |
$1.61M - $1.72M
|
49.2K
$4.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
264+ 8.95% |
$20.7K - $22.2K
|
3.22K
$316K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.8KNew |
$298K - $319K
|
3.8K
$373K
|
|