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 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.78K- 25.38% |
$138K - $167K
|
5.24K
$517K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
426KNew |
$33.1M - $39.9M
|
426K
$42M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
40+ 1.34% |
$3.1K - $3.75K
|
3.02K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.91K- 57.94% |
$148K - $179K
|
1.39K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.62KNew |
$204K - $246K
|
2.62K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
333New |
$25.8K - $31.2K
|
333
$32.8K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
77.7K+ 499.61% |
$6.03M - $7.28M
|
93.3K
$9.2M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-500- 13.48% |
$38.8K - $46.9K
|
3.21K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-70- 0.51% |
$5.43K - $6.56K
|
13.6K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
200New |
$15.5K - $18.7K
|
200
$19.7K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.07K- 1.12% |
$83.1K - $100K
|
94.2K
$9.29M
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
639New |
$49.6K - $59.9K
|
639
$63K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
207+ 5.28% |
$16.1K - $19.4K
|
4.13K
$407K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
66.6KNew |
$5.17M - $6.24M
|
66.6K
$6.57M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
6New |
$466 - $562
|
6
$592
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
18.2KNew |
$1.41M - $1.71M
|
18.2K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.41MNew |
$109M - $132M
|
1.41M
$139M
|
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
2.42KNew |
$188K - $227K
|
2.42K
$239K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
499New |
$38.7K - $46.8K
|
499
$49.2K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-8- 0.07% |
$621 - $750
|
11K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-94- 3.05% |
$7.29K - $8.81K
|
2.99K
$295K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.34KNew |
$415K - $501K
|
5.34K
$527K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
300New |
$23.3K - $28.1K
|
300
$29.6K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-606- 7.06% |
$47K - $56.8K
|
7.97K
$786K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18+ 0.34% |
$1.4K - $1.69K
|
5.33K
$526K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
607New |
$47.1K - $56.9K
|
607
$59.9K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-200- 4.78% |
$15.5K - $18.7K
|
3.99K
$393K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
84New |
$6.52K - $7.87K
|
84
$8.28K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.71K- 0.88% |
$133K - $160K
|
193K
$19M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-460- 13.89% |
$35.7K - $43.1K
|
2.85K
$281K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-570- 1.49% |
$44.2K - $53.4K
|
37.7K
$3.72M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-14- 87.5% |
$1.09K - $1.31K
|
2
$197
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-561- 14.76% |
$43.5K - $52.6K
|
3.24K
$320K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-64- 0.75% |
$4.97K - $6K
|
8.45K
$833K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-558- 13.59% |
$43.3K - $52.3K
|
3.55K
$350K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.98% |
$77.6 - $93.7
|
103
$10.2K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-605- 18.65% |
$46.9K - $56.7K
|
2.64K
$260K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
254New |
$19.7K - $23.8K
|
254
$25K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43.1KNew |
$3.34M - $4.04M
|
43.1K
$4.25M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$222K - $268K
|
2.86K
$282K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-635- 5.06% |
$49.3K - $59.5K
|
11.9K
$1.18M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-201- 13.39% |
$15.6K - $18.8K
|
1.3K
$128K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-5.19K- 84.56% |
$403K - $486K
|
948
$93.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-27.7K- 70.0% |
$2.15M - $2.6M
|
11.9K
$1.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
124KNew |
$9.63M - $11.6M
|
124K
$12.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
70KNew |
$5.43M - $6.56M
|
70K
$6.91M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-103- 3.32% |
$7.99K - $9.65K
|
3K
$296K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
680+ 359.79% |
$52.8K - $63.7K
|
869
$85.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-713- 3.98% |
$55.3K - $66.8K
|
17.2K
$1.7M
|