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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.2K- 78.86% |
$724K - $791K
|
2.47K
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.11K- 77.67% |
$638K - $697K
|
2.33K
$216K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-90- 1.88% |
$7.07K - $7.74K
|
4.7K
$436K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
448+ 1.78% |
$35.2K - $38.5K
|
25.6K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.08KNew |
$242K - $265K
|
3.08K
$286K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-122- 4.62% |
$9.59K - $10.5K
|
2.52K
$234K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-157- 2.97% |
$12.3K - $13.5K
|
5.13K
$476K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
129+ 0.96% |
$10.1K - $11.1K
|
13.6K
$1.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
333New |
$26.2K - $28.6K
|
333
$30.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
58+ 2.36% |
$4.56K - $4.99K
|
2.51K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-403- 89.36% |
$31.7K - $34.6K
|
48
$4.45K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-21- 3.4% |
$1.65K - $1.81K
|
597
$55.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
178+ 287.1% |
$14K - $15.3K
|
240
$22.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.39K- 63.91% |
$109K - $119K
|
785
$72.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$1.08M - $1.18M
|
13.7K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
400New |
$31.4K - $34.4K
|
400
$37.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
118New |
$9.28K - $10.1K
|
118
$11K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 25.42% |
$5.9K - $6.45K
|
220
$20.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
232+ 58.73% |
$18.2K - $19.9K
|
627
$58.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-125- 23.81% |
$9.83K - $10.7K
|
400
$37.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
30New |
$2.36K - $2.58K
|
30
$2.78K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.07K- 95.6% |
$83.7K - $91.6K
|
49
$4.55K
|
|
| Q1 2024 | |||||||
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
2.99KNew |
$247K - $266K
|
2.99K
$277K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.29KClosed |
$189K - $204K
|
0
$0
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-62Closed |
$5.12K - $5.53K
|
0
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
500New |
$41.3K - $44.6K
|
500
$46.4K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
15KNew |
$1.24M - $1.34M
|
15K
$1.39M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
162+ 22.47% |
$13.4K - $14.4K
|
883
$82K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
443+ 14.46% |
$36.6K - $39.5K
|
3.51K
$325K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-11- 1.69% |
$908 - $980
|
640
$59.4K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.34K+ 105.89% |
$688K - $743K
|
16.2K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
118New |
$9.74K - $10.5K
|
118
$11K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-982- 28.18% |
$81.1K - $87.5K
|
2.5K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
SELL
|
- |
-1.98K- 92.95% |
$163K - $176K
|
150
$13.9K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
102New |
$8.42K - $9.09K
|
102
$9.47K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-239- 12.96% |
$19.7K - $21.3K
|
1.61K
$149K
|
|
|
May 15, 2024
Q1 2024
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
CALL |
1.05MNew |
$86.7M - $93.6M
|
1.05M
$97.5M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
9.9KNew |
$818K - $882K
|
9.9K
$919K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.48KNew |
$205K - $221K
|
2.48K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
14.5K+ 30.42% |
$1.2M - $1.3M
|
62.4K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
34.1KNew |
$2.82M - $3.04M
|
34.1K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
70New |
$5.78K - $6.24K
|
70
$6.5K
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-9.88K- 63.11% |
$816K - $881K
|
5.78K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-8.77K- 44.0% |
$724K - $781K
|
11.2K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-18.5K- 94.95% |
$1.53M - $1.65M
|
985
$91.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
117K+ 14.29% |
$9.68M - $10.5M
|
938K
$87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
124K+ 200.99% |
$10.3M - $11.1M
|
186K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 0.99% |
$165 - $178
|
204
$18.9K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-421- 3.6% |
$34.8K - $37.5K
|
11.3K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-91- 2.4% |
$7.51K - $8.11K
|
3.7K
$343K
|
|