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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
36.5KNew |
$3.01M - $3.25M
|
36.5K
$3.27M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2+ 0.02% |
$165 - $178
|
12K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
137K+ 5284.62% |
$11.3M - $12.2M
|
140K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-537K- 99.4% |
$44.3M - $47.8M
|
3.26K
$291K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.79KNew |
$231K - $249K
|
2.79K
$250K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-288- 57.37% |
$23.8K - $25.7K
|
214
$19.2K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.92K+ 3.1% |
$159K - $171K
|
63.8K
$5.71M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-885- 9.78% |
$73.1K - $78.9K
|
8.16K
$730K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-319- 6.81% |
$26.3K - $28.4K
|
4.37K
$391K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-14.8K- 82.59% |
$1.22M - $1.32M
|
3.12K
$279K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
88+ 1.66% |
$7.27K - $7.84K
|
5.38K
$481K
|
|
|
May 06, 2024
Q1 2024
|
Latigo Investments, LLC
|
BUY
|
- |
169+ 0.24% |
$14K - $15.1K
|
71K
$6.35M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
72.4KNew |
$5.98M - $6.45M
|
72.4K
$6.48M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-53.8K- 90.85% |
$4.44M - $4.8M
|
5.42K
$485K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
112New |
$9.25K - $9.98K
|
112
$10K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.64% |
$1.24K - $1.34K
|
2.37K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
200New |
$16.5K - $17.8K
|
200
$17.9K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-220- 1.41% |
$18.2K - $19.6K
|
15.3K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
29.7KNew |
$2.45M - $2.64M
|
29.7K
$2.66M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
135+ 30.0% |
$11.1K - $12K
|
585
$52.4K
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-167- 1.6% |
$13.8K - $14.9K
|
10.3K
$918K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12New |
$991 - $1.07K
|
12
$1.07K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-200- 5.89% |
$16.5K - $17.8K
|
3.2K
$286K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
432New |
$35.7K - $38.5K
|
432
$38.7K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-241- 9.21% |
$19.9K - $21.5K
|
2.38K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.85K- 14.41% |
$153K - $165K
|
11K
$985K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
126+ 5.54% |
$10.4K - $11.2K
|
2.4K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-310- 22.63% |
$25.6K - $27.6K
|
1.06K
$94.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-736- 2.26% |
$60.8K - $65.6K
|
31.8K
$2.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.85KNew |
$318K - $343K
|
3.85K
$344K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-167- 50.0% |
$13.8K - $14.9K
|
167
$14.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.13K+ 37.13% |
$92.9K - $100K
|
4.16K
$372K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-827- 24.1% |
$68.3K - $73.7K
|
2.61K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-720- 14.25% |
$59.5K - $64.2K
|
4.33K
$388K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
542New |
$44.8K - $48.3K
|
542
$48.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
23K+ 6.63% |
$1.9M - $2.05M
|
370K
$33.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.56K- 76.22% |
$707K - $763K
|
2.67K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.23K- 38.25% |
$184K - $199K
|
3.6K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
9.57KNew |
$790K - $853K
|
9.57K
$857K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.95K- 43.54% |
$326K - $352K
|
5.13K
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-365- 64.6% |
$30.1K - $32.5K
|
200
$17.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 50.0% |
$4.13K - $4.46K
|
50
$4.48K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
143+ 2.86% |
$11.8K - $12.7K
|
5.14K
$460K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-658- 17.55% |
$54.3K - $58.6K
|
3.09K
$277K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
8.16K+ 18122.22% |
$673K - $727K
|
8.2K
$734K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-69K- 97.46% |
$5.7M - $6.15M
|
1.8K
$161K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
600New |
$49.5K - $53.5K
|
600
$53.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.88K+ 14.55% |
$238K - $256K
|
22.6K
$2.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-30- 60.0% |
$2.48K - $2.67K
|
20
$1.79K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.6K- 8.33% |
$132K - $142K
|
17.6K
$1.57M
|