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 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
84New |
$5.97K - $7.52K
|
84
$7.52K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.08K- 26.9% |
$76.4K - $96.3K
|
2.92K
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 32.43% |
$853 - $1.07K
|
49
$4.39K
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-60K- 38.71% |
$4.26M - $5.37M
|
95K
$8.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.39KNew |
$170K - $214K
|
2.39K
$214K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.71K- 36.14% |
$121K - $153K
|
3.02K
$270K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-400- 13.41% |
$28.4K - $35.8K
|
2.58K
$231K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
431+ 1.46% |
$30.6K - $38.6K
|
29.9K
$2.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.65K- 61.23% |
$260K - $327K
|
2.31K
$207K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
154New |
$10.9K - $13.8K
|
154
$13.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-15- 0.52% |
$1.07K - $1.34K
|
2.87K
$257K
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
361+ 3.69% |
$25.6K - $32.3K
|
10.2K
$909K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
10.9KNew |
$775K - $977K
|
10.9K
$977K
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
10.4KNew |
$738K - $930K
|
10.4K
$930K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
114+ 2.07% |
$8.1K - $10.2K
|
5.62K
$503K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 1.03% |
$426 - $537
|
589
$52.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-298- 4.95% |
$21.2K - $26.7K
|
5.72K
$512K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-729- 62.15% |
$51.8K - $65.3K
|
444
$39.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-17- 0.09% |
$1.21K - $1.52K
|
18.6K
$1.67M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
32.3KNew |
$2.3M - $2.9M
|
32.3K
$2.9M
|
|
| Q3 2023 | |||||||
|
May 19, 2025
Q3 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1.19K- 97.46% |
$89.6K - $103K
|
31
$2.78K
|
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2.73KClosed |
$206K - $237K
|
0
$0
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
302+ 43.52% |
$22.8K - $26.2K
|
996
$89.2K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.27KNew |
$322K - $371K
|
4.27K
$382K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.2% |
$75.4 - $86.9
|
84
$7.52K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-324- 9.97% |
$24.4K - $28.2K
|
2.93K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-15.3K- 25.2% |
$1.16M - $1.33M
|
45.6K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.64K- 3.32% |
$274K - $316K
|
106K
$9.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
104+ 3.71% |
$7.85K - $9.04K
|
2.91K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.08% |
$151 - $174
|
2.65K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.47KNew |
$261K - $301K
|
3.47K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.12KNew |
$537K - $618K
|
7.12K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-128- 3.48% |
$9.66K - $11.1K
|
3.55K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
72New |
$5.43K - $6.26K
|
72
$6.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.08K- 3.38% |
$81.3K - $93.7K
|
30.8K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
235+ 4.35% |
$17.7K - $20.4K
|
5.64K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.51K+ 11.27% |
$114K - $131K
|
14.9K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-505- 13.78% |
$38.1K - $43.9K
|
3.16K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
946New |
$71.4K - $82.2K
|
946
$84.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.15K- 79.3% |
$86.7K - $99.8K
|
300
$26.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-100- 3.03% |
$7.54K - $8.69K
|
3.21K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.12% |
$226 - $261
|
270
$24.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1.88K- 99.37% |
$142K - $163K
|
12
$1.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-906KClosed |
$68.4M - $78.7M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.42MNew |
$107M - $124M
|
1.42M
$128M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-3.8K- 34.27% |
$287K - $330K
|
7.29K
$652K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
222+ 2.46% |
$16.7K - $19.3K
|
9.25K
$828K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-181- 5.37% |
$13.7K - $15.7K
|
3.19K
$285K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.25KNew |
$245K - $283K
|
3.25K
$291K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-5.36K- 1.49% |
$404K - $466K
|
354K
$31.7M
|
|