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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6.33KNew |
$450K - $567K
|
6.33K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.5KNew |
$107K - $134K
|
1.5K
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
5.12KNew |
$364K - $458K
|
5.12K
$458K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
460New |
$32.7K - $41.2K
|
460
$41.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-4.51K- 7.43% |
$320K - $404K
|
56.1K
$5.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
34+ 1.27% |
$2.42K - $3.04K
|
2.72K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
5.01KNew |
$356K - $449K
|
5.01K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
70+ 1.62% |
$4.97K - $6.27K
|
4.38K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-8.98K- 14.5% |
$638K - $804K
|
53K
$4.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
604+ 13.89% |
$42.9K - $54.1K
|
4.95K
$443K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.29KNew |
$376K - $473K
|
5.29K
$473K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
92New |
$6.54K - $8.24K
|
92
$8.24K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-890- 10.87% |
$63.2K - $79.7K
|
7.3K
$653K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.05K- 5.77% |
$146K - $184K
|
33.5K
$3M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.06K- 44.6% |
$147K - $185K
|
2.56K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
61.4KNew |
$4.36M - $5.5M
|
61.4K
$5.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
193New |
$13.7K - $17.3K
|
193
$17.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-6.19K- 66.67% |
$440K - $554K
|
3.09K
$277K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-262- 66.84% |
$18.6K - $23.5K
|
130
$11.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.34KNew |
$166K - $209K
|
2.34K
$209K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.07KNew |
$502K - $633K
|
7.07K
$633K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
32+ 0.62% |
$2.27K - $2.87K
|
5.2K
$465K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7.91KNew |
$562K - $708K
|
7.91K
$708K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
450New |
$32K - $40.3K
|
450
$40.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-761- 22.66% |
$54.1K - $68.1K
|
2.6K
$233K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.08KNew |
$290K - $366K
|
4.08K
$366K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-101- 30.15% |
$7.18K - $9.04K
|
234
$20.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
14+ 0.33% |
$995 - $1.25K
|
4.21K
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
6KNew |
$426K - $537K
|
6K
$537K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
55New |
$3.91K - $4.92K
|
55
$4.92K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.98K- 35.92% |
$140K - $177K
|
3.52K
$315K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
436+ 1.78% |
$31K - $39K
|
24.9K
$2.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.49KNew |
$248K - $313K
|
3.49K
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.31KNew |
$164K - $207K
|
2.31K
$207K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$78.2K - $98.5K
|
1.1K
$98.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.5K- 35.76% |
$820K - $1.03M
|
20.7K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-357- 6.13% |
$25.4K - $32K
|
5.47K
$489K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-443- 72.15% |
$31.5K - $39.7K
|
171
$15.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.86KNew |
$274K - $346K
|
3.86K
$346K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
67New |
$4.76K - $6K
|
67
$6K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.86K- 17.82% |
$132K - $167K
|
8.6K
$769K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.69KNew |
$262K - $330K
|
3.69K
$330K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-21- 0.86% |
$1.49K - $1.88K
|
2.42K
$217K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$183K - $230K
|
2.57K
$230K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-927- 27.96% |
$65.9K - $83K
|
2.39K
$214K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-116- 3.03% |
$8.24K - $10.4K
|
3.71K
$332K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
335+ 3.78% |
$23.8K - $30K
|
9.19K
$823K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.5KNew |
$178K - $224K
|
2.5K
$224K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
166+ 2.99% |
$11.8K - $14.9K
|
5.72K
$512K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.12K- 55.5% |
$221K - $279K
|
2.5K
$224K
|