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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
47.3K+ 378.54% |
$3.92M - $4.68M
|
59.8K
$5.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.99K- 12.92% |
$165K - $197K
|
13.4K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.06K- 12.77% |
$336K - $401K
|
27.7K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.11KNew |
$175K - $208K
|
2.11K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
220+ 1.14% |
$18.3K - $21.8K
|
19.5K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.69K- 91.01% |
$389K - $464K
|
463
$44.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-457K- 99.2% |
$37.9M - $45.3M
|
3.68K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-4.62K- 3.66% |
$383K - $457K
|
122K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3.08K- 26.78% |
$255K - $305K
|
8.41K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54K+ 6.68% |
$4.48M - $5.35M
|
863K
$83M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31- 8.38% |
$2.57K - $3.07K
|
339
$32.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.15K+ 1.75% |
$95.7K - $114K
|
67K
$6.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.45K+ 7.39% |
$120K - $144K
|
21.1K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
453+ 228.79% |
$37.6K - $44.8K
|
651
$62.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
293+ 3.3% |
$24.3K - $29K
|
9.17K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.97K- 19.12% |
$329K - $393K
|
16.8K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-484- 0.95% |
$40.2K - $47.9K
|
50.6K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-238K- 2.86% |
$19.8M - $23.6M
|
8.11M
$780M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-149- 0.96% |
$12.4K - $14.7K
|
15.3K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-170- 5.52% |
$14.1K - $16.8K
|
2.91K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.91K+ 46.03% |
$241K - $288K
|
9.22K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.35K- 1.82% |
$112K - $134K
|
73K
$7.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9.46K+ 3.82% |
$785K - $936K
|
257K
$24.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.12KNew |
$259K - $309K
|
3.12K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
281+ 2.27% |
$23.3K - $27.8K
|
12.7K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
293+ 2.4% |
$24.3K - $29K
|
12.5K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.05K- 7.93% |
$87.1K - $104K
|
12.2K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
8.76K+ 21.89% |
$727K - $867K
|
48.8K
$4.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-16.8K- 3.35% |
$1.4M - $1.66M
|
485K
$46.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
751+ 0.84% |
$62.3K - $74.3K
|
90.1K
$8.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
148+ 3.48% |
$12.3K - $14.6K
|
4.4K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 41.91% |
$124K - $148K
|
5.06K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
65.6K+ 1176.83% |
$5.44M - $6.49M
|
71.2K
$6.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-120- 4.96% |
$9.96K - $11.9K
|
2.3K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield University
|
BUY
|
- |
1.7K+ 0.84% |
$141K - $168K
|
203K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.66K+ 85.13% |
$636K - $758K
|
16.7K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
407+ 2.0% |
$33.8K - $40.3K
|
20.7K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.04K- 29.88% |
$169K - $202K
|
4.79K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-320- 9.59% |
$26.6K - $31.7K
|
3.02K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
4.42KNew |
$367K - $438K
|
4.42K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-772- 2.13% |
$64.1K - $76.4K
|
35.4K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-640- 4.25% |
$53.1K - $63.3K
|
14.4K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.07K- 27.27% |
$420K - $501K
|
13.5K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-619- 1.12% |
$51.4K - $61.3K
|
54.8K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
67+ 0.78% |
$5.56K - $6.63K
|
8.67K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
7.83K+ 32.24% |
$650K - $775K
|
32.1K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
144+ 0.26% |
$11.9K - $14.3K
|
54.6K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-86- 1.18% |
$7.14K - $8.51K
|
7.19K
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.48K- 6.72% |
$123K - $146K
|
20.5K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
779+ 9.58% |
$64.6K - $77.1K
|
8.91K
$858K
|