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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.49KNew |
$248K - $313K
|
3.49K
$320K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.31KNew |
$164K - $207K
|
2.31K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$78.2K - $98.5K
|
1.1K
$101K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.5K- 35.76% |
$820K - $1.03M
|
20.7K
$1.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-357- 6.13% |
$25.4K - $32K
|
5.47K
$501K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-443- 72.15% |
$31.5K - $39.7K
|
171
$15.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.86KNew |
$274K - $346K
|
3.86K
$354K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
67New |
$4.76K - $6K
|
67
$6.14K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.86K- 17.82% |
$132K - $167K
|
8.6K
$788K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.69KNew |
$262K - $330K
|
3.69K
$338K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-21- 0.86% |
$1.49K - $1.88K
|
2.42K
$222K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$183K - $230K
|
2.57K
$235K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-927- 27.96% |
$65.9K - $83K
|
2.39K
$219K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-116- 3.03% |
$8.24K - $10.4K
|
3.71K
$340K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
335+ 3.78% |
$23.8K - $30K
|
9.19K
$842K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.5KNew |
$178K - $224K
|
2.5K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
166+ 2.99% |
$11.8K - $14.9K
|
5.72K
$524K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.12K- 55.5% |
$221K - $279K
|
2.5K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
84New |
$5.97K - $7.52K
|
84
$7.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.08K- 26.9% |
$76.4K - $96.3K
|
2.92K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-105K- 85.32% |
$7.48M - $9.43M
|
18.1K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 32.43% |
$853 - $1.07K
|
49
$4.49K
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-60K- 38.71% |
$4.26M - $5.37M
|
95K
$8.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.39KNew |
$170K - $214K
|
2.39K
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
3.65KNew |
$259K - $327K
|
3.65K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.71K- 36.14% |
$121K - $153K
|
3.02K
$277K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-400- 13.41% |
$28.4K - $35.8K
|
2.58K
$237K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
431+ 1.46% |
$30.6K - $38.6K
|
29.9K
$2.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.65K- 61.23% |
$260K - $327K
|
2.31K
$212K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
154New |
$10.9K - $13.8K
|
154
$14.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
2.5KNew |
$178K - $224K
|
2.5K
$229K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-15- 0.52% |
$1.07K - $1.34K
|
2.87K
$263K
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
361+ 3.69% |
$25.6K - $32.3K
|
10.2K
$930K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
140+ 164.71% |
$9.95K - $12.5K
|
225
$20.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
10.9KNew |
$775K - $977K
|
10.9K
$1M
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
10.4KNew |
$738K - $930K
|
10.4K
$952K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
24.5KNew |
$1.74M - $2.19M
|
24.5K
$2.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
38+ 0.94% |
$2.7K - $3.4K
|
4.09K
$375K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
114+ 2.07% |
$8.1K - $10.2K
|
5.62K
$515K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.56KNew |
$253K - $318K
|
3.56K
$326K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 1.03% |
$426 - $537
|
589
$54K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-298- 4.95% |
$21.2K - $26.7K
|
5.72K
$524K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-729- 62.15% |
$51.8K - $65.3K
|
444
$40.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-17- 0.09% |
$1.21K - $1.52K
|
18.6K
$1.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
32.3KNew |
$2.3M - $2.9M
|
32.3K
$2.96M
|
|
| Q3 2023 | |||||||
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2.73KClosed |
$206K - $237K
|
0
$0
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-14- 7.57% |
$1.06K - $1.22K
|
171
$15.7K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
302+ 43.52% |
$22.8K - $26.2K
|
996
$91.3K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
272+ 4533.33% |
$20.5K - $23.6K
|
278
$25.5K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.27KNew |
$322K - $371K
|
4.27K
$391K
|
|