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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
6.3KNew |
$500K - $644K
|
6.3K
$577K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-116- 3.76% |
$9.2K - $11.8K
|
2.97K
$272K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$1.06M - $1.36M
|
13.3K
$1.22M
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
13.3KNew |
$1.06M - $1.36M
|
13.3K
$1.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2- 8.7% |
$159 - $204
|
21
$1.92K
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
230+ 9.96% |
$18.2K - $23.5K
|
2.54K
$233K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
414+ 1.43% |
$32.8K - $42.3K
|
29.4K
$2.69M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.4K+ 7.91% |
$190K - $245K
|
32.7K
$3M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
16+ 13.56% |
$1.27K - $1.63K
|
134
$12.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-600- 15.92% |
$47.6K - $61.3K
|
3.17K
$290K
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-7.36K- 68.65% |
$583K - $751K
|
3.36K
$308K
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-405- 13.64% |
$32.1K - $41.4K
|
2.56K
$235K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.06K- 4.16% |
$83.8K - $108K
|
24.3K
$2.23M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-628- 3.95% |
$54.7K - $70.7K
|
15.3K
$1.4M
|
|
|
Mar 11, 2024
Q2 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-314KClosed |
$27.3M - $35.3M
|
0
$0
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
50KNew |
$4.35M - $5.63M
|
50K
$4.58M
|
|
|
Aug 28, 2023
Q2 2022
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
75.5KNew |
$6.57M - $8.5M
|
75.5K
$6.92M
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-405- 6.85% |
$35.3K - $45.6K
|
5.51K
$505K
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-334- 8.28% |
$29.1K - $37.6K
|
3.7K
$339K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.52KNew |
$220K - $284K
|
2.52K
$231K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-440Closed |
$38.3K - $49.5K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-386Closed |
$33.6K - $43.4K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4+ 0.11% |
$348 - $450
|
3.57K
$327K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
448New |
$39K - $50.4K
|
448
$41.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
2.23KNew |
$194K - $251K
|
2.23K
$204K
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.44KClosed |
$300K - $387K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.53KClosed |
$220K - $285K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-9.36KClosed |
$814K - $1.05M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-244K- 42.19% |
$21.2M - $27.4M
|
334K
$30.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
50New |
$4.35K - $5.63K
|
50
$4.58K
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-19.2KClosed |
$1.67M - $2.16M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.98KClosed |
$695K - $898K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-959- 25.15% |
$83.5K - $108K
|
2.85K
$262K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15+ 0.58% |
$1.31K - $1.69K
|
2.61K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-2.1KClosed |
$183K - $236K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.32KClosed |
$115K - $149K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
89+ 4.06% |
$7.75K - $10K
|
2.28K
$209K
|
|
|
Aug 15, 2022
Q2 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-47.3KClosed |
$4.11M - $5.32M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.84KClosed |
$160K - $207K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-154Closed |
$13.4K - $17.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-5.15K- 60.06% |
$448K - $579K
|
3.42K
$314K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.17KClosed |
$189K - $244K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-8.61KClosed |
$750K - $969K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-300- 11.13% |
$26.1K - $33.8K
|
2.4K
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
19.8KNew |
$1.72M - $2.23M
|
19.8K
$1.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
67.7KNew |
$5.89M - $7.62M
|
67.7K
$6.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
213New |
$18.5K - $24K
|
213
$19.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.36KClosed |
$205K - $265K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
238New |
$20.7K - $26.8K
|
238
$21.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-3.48KClosed |
$302K - $391K
|
0
$0
|
|