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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6- 0.38% |
$495 - $535
|
1.59K
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.27K+ 51.24% |
$765K - $826K
|
27.4K
$2.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-2.25K- 25.25% |
$186K - $201K
|
6.67K
$597K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.5K- 26.96% |
$207K - $223K
|
6.78K
$607K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1K+ 485.44% |
$82.6K - $89.1K
|
1.21K
$108K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.14K- 97.99% |
$177K - $191K
|
44
$3.94K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-31.3K- 81.73% |
$2.59M - $2.79M
|
7K
$627K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
666+ 22.01% |
$55K - $59.4K
|
3.69K
$331K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.8KNew |
$1.22M - $1.32M
|
14.8K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-138- 0.64% |
$11.4K - $12.3K
|
21.4K
$1.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-594- 17.27% |
$49.1K - $52.9K
|
2.85K
$255K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-50- 14.29% |
$4.13K - $4.46K
|
300
$26.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-308- 80.63% |
$25.4K - $27.4K
|
74
$6.62K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.91KNew |
$323K - $349K
|
3.91K
$350K
|
|
| Q4 2023 | |||||||
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
11.5KNew |
$817K - $1.03M
|
11.5K
$1.03M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.57KNew |
$182K - $230K
|
2.57K
$230K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.28% |
$71.1 - $89.5
|
361
$32.3K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-15.9KClosed |
$1.13M - $1.42M
|
0
$0
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-4.56K- 6.01% |
$324K - $408K
|
71.3K
$6.38M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.76KNew |
$267K - $337K
|
3.76K
$337K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2- 66.67% |
$142 - $179
|
1
$89.5
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
49+ 4900.0% |
$3.48K - $4.39K
|
50
$4.48K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
188+ 5.43% |
$13.4K - $16.8K
|
3.65K
$327K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
13+ 0.48% |
$924 - $1.16K
|
2.73K
$244K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
496New |
$35.2K - $44.4K
|
496
$44.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.98MNew |
$140M - $177M
|
1.98M
$177M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
671New |
$47.7K - $60.1K
|
671
$60.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
6.78KNew |
$482K - $607K
|
6.78K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
105New |
$7.46K - $9.4K
|
105
$9.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
39KNew |
$2.77M - $3.49M
|
39K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
911KNew |
$64.8M - $81.6M
|
911K
$81.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
101New |
$7.18K - $9.04K
|
101
$9.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.2KNew |
$228K - $287K
|
3.2K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
90.9KNew |
$6.46M - $8.14M
|
90.9K
$8.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
1.7MNew |
$121M - $152M
|
1.7M
$152M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.99KNew |
$425K - $536K
|
5.99K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
675New |
$48K - $60.4K
|
675
$60.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.8KNew |
$981K - $1.24M
|
13.8K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
1KNew |
$71.1K - $89.5K
|
1K
$89.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
5.34K+ 8.08% |
$379K - $478K
|
71.4K
$6.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.56KNew |
$182K - $229K
|
2.56K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-370- 8.41% |
$26.3K - $33.1K
|
4.03K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.45KNew |
$245K - $309K
|
3.45K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$264K - $332K
|
3.71K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
1.5KNew |
$107K - $134K
|
1.5K
$134K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
CALL |
10KNew |
$711K - $895K
|
10K
$895K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.3KNew |
$163K - $206K
|
2.3K
$206K
|
|