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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-11- 0.14% |
$862 - $924
|
8.1K
$742K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
208+ 1.52% |
$16.3K - $17.5K
|
13.9K
$1.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
461+ 2.65% |
$36.1K - $38.7K
|
17.8K
$1.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
825+ 0.71% |
$64.7K - $69.3K
|
117K
$10.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
52+ 200.0% |
$4.08K - $4.37K
|
78
$7.15K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-786- 18.49% |
$61.6K - $66K
|
3.47K
$318K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
3.6K+ 13.73% |
$282K - $302K
|
29.8K
$2.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.86K- 4.45% |
$303K - $324K
|
82.9K
$7.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 31.84% |
$115K - $123K
|
3.15K
$288K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-246- 1.43% |
$19.3K - $20.7K
|
16.9K
$1.55M
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
789+ 33.91% |
$61.2K - $73.9K
|
3.12K
$286K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
50New |
$3.88K - $4.69K
|
50
$4.58K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
97KNew |
$7.53M - $9.09M
|
97K
$8.89M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-8- 0.07% |
$621 - $750
|
11K
$1.01M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1K- 20.74% |
$77.6K - $93.7K
|
3.82K
$350K
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-5.69K- 35.28% |
$442K - $533K
|
10.4K
$957K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.98K+ 298.34% |
$154K - $186K
|
2.65K
$242K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
644New |
$50K - $60.3K
|
644
$59K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.3K- 98.8% |
$178K - $215K
|
28
$2.57K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.78K- 25.38% |
$138K - $167K
|
5.24K
$481K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
426KNew |
$33.1M - $39.9M
|
426K
$39M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
40+ 1.34% |
$3.1K - $3.75K
|
3.02K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.91K- 57.94% |
$148K - $179K
|
1.39K
$127K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.62KNew |
$204K - $246K
|
2.62K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
333New |
$25.8K - $31.2K
|
333
$30.5K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
77.7K+ 499.61% |
$6.03M - $7.28M
|
93.3K
$8.55M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-500- 13.48% |
$38.8K - $46.9K
|
3.21K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-70- 0.51% |
$5.43K - $6.56K
|
13.6K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
200New |
$15.5K - $18.7K
|
200
$18.3K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.07K- 1.12% |
$83.1K - $100K
|
94.2K
$8.63M
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
639New |
$49.6K - $59.9K
|
639
$58.6K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
207+ 5.28% |
$16.1K - $19.4K
|
4.13K
$378K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
66.6KNew |
$5.17M - $6.24M
|
66.6K
$6.1M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
6New |
$466 - $562
|
6
$550
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
18.2KNew |
$1.41M - $1.71M
|
18.2K
$1.67M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.41MNew |
$109M - $132M
|
1.41M
$129M
|
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
2.42KNew |
$188K - $227K
|
2.42K
$222K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
499New |
$38.7K - $46.8K
|
499
$45.7K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-8- 0.07% |
$621 - $750
|
11K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-94- 3.05% |
$7.29K - $8.81K
|
2.99K
$274K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.34KNew |
$415K - $501K
|
5.34K
$490K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
300New |
$23.3K - $28.1K
|
300
$27.5K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-606- 7.06% |
$47K - $56.8K
|
7.97K
$731K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18+ 0.34% |
$1.4K - $1.69K
|
5.33K
$489K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
607New |
$47.1K - $56.9K
|
607
$55.6K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-200- 4.78% |
$15.5K - $18.7K
|
3.99K
$365K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
84New |
$6.52K - $7.87K
|
84
$7.7K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.71K- 0.88% |
$133K - $160K
|
193K
$17.7M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-460- 13.89% |
$35.7K - $43.1K
|
2.85K
$261K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-570- 1.49% |
$44.2K - $53.4K
|
37.7K
$3.45M
|
|