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 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
921K+ 11.85% |
$70.1M - $81.1M
|
8.69M
$853M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-155- 44.8% |
$11.8K - $13.7K
|
191
$18.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$76.1 - $88.1
|
3.26K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-313- 8.0% |
$23.8K - $27.6K
|
3.6K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.15K- 29.22% |
$87.2K - $101K
|
2.77K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.5KNew |
$190K - $220K
|
2.5K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
277+ 5.92% |
$21.1K - $24.4K
|
4.95K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-325- 10.13% |
$24.7K - $28.6K
|
2.88K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-94.2K- 23.93% |
$7.17M - $8.3M
|
299K
$29.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
226KNew |
$17.2M - $20M
|
226K
$22.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.48KNew |
$188K - $218K
|
2.48K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5New |
$381 - $440
|
5
$491
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.38KNew |
$333K - $385K
|
4.38K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10.2K- 20.05% |
$779K - $901K
|
40.8K
$4.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-12- 23.08% |
$914 - $1.06K
|
40
$3.93K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.65KNew |
$354K - $409K
|
4.65K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.04K- 10.75% |
$156K - $180K
|
17K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-600- 90.77% |
$45.7K - $52.9K
|
61
$5.99K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
5KNew |
$381K - $441K
|
5K
$491K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.71KNew |
$207K - $239K
|
2.71K
$266K
|
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-130- 50.0% |
$9.9K - $11.5K
|
130
$12.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-7- 0.35% |
$533 - $617
|
1.97K
$193K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3New |
$228 - $264
|
3
$294
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
16.7KNew |
$1.27M - $1.47M
|
16.7K
$1.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-912- 2.67% |
$69.4K - $80.3K
|
33.2K
$3.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
157+ 2.69% |
$12K - $13.8K
|
6K
$588K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.71KNew |
$206K - $239K
|
2.71K
$266K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
100New |
$7.61K - $8.81K
|
100
$9.82K
|
|
|
Feb 06, 2023
Q4 2022
|
Rainwater Charitable Foundation
|
SELL
|
- |
-37.1K- 35.14% |
$2.82M - $3.27M
|
68.4K
$6.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
506New |
$38.5K - $44.6K
|
506
$49.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.85KNew |
$445K - $515K
|
5.85K
$574K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
41New |
$3.12K - $3.61K
|
41
$4.02K
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.58K- 47.66% |
$196K - $227K
|
2.83K
$278K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
27.1K+ 170.69% |
$2.07M - $2.39M
|
43.1K
$4.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.82K- 7.61% |
$138K - $160K
|
22.1K
$2.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-574- 11.96% |
$43.7K - $50.6K
|
4.22K
$415K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-327- 4.38% |
$24.9K - $28.8K
|
7.14K
$700K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
8.71KNew |
$663K - $767K
|
8.71K
$855K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
68+ 680.0% |
$5.18K - $5.99K
|
78
$7.66K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.03KNew |
$230K - $267K
|
3.03K
$297K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
79+ 1.83% |
$6.02K - $6.96K
|
4.4K
$432K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-2- 20.0% |
$152 - $176
|
8
$785
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 42.86% |
$457 - $529
|
20
$1.96K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
31.5KNew |
$2.4M - $2.77M
|
31.5K
$3.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.27KNew |
$401K - $464K
|
5.27K
$517K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
171New |
$13K - $15.1K
|
171
$16.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Iyo Bank, Ltd.
|
SELL
|
- |
-204K- 46.43% |
$15.6M - $18M
|
236K
$23.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.55K- 26.39% |
$118K - $136K
|
4.32K
$424K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.33K+ 4.76% |
$101K - $117K
|
29.2K
$2.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
32.2KNew |
$2.45M - $2.84M
|
32.2K
$3.16M
|