Latest Institutional Sells of Vanguard Specialized Funds Van (VNQ)
This list provides information on the latest institutional transactions involving Vanguard Specialized Funds Van (VNQ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-924- 24.75% |
$69.7K - $80.3K
|
2.81K
$254K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-854- 7.68% |
$64.4K - $74.2K
|
10.3K
$926K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-590- 8.89% |
$44.5K - $51.3K
|
6.05K
$546K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-538- 16.98% |
$40.6K - $46.7K
|
2.63K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-505- 13.78% |
$38.1K - $43.9K
|
3.16K
$285K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-500- 14.29% |
$37.7K - $43.4K
|
3K
$271K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-346- 4.93% |
$26.1K - $30.1K
|
6.68K
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-324- 9.97% |
$24.4K - $28.2K
|
2.93K
$264K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-314- 5.05% |
$23.7K - $27.3K
|
5.9K
$533K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-181- 5.37% |
$13.7K - $15.7K
|
3.19K
$288K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-136- 3.6% |
$10.3K - $11.8K
|
3.64K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-128- 3.48% |
$9.66K - $11.1K
|
3.55K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-100- 3.03% |
$7.54K - $8.69K
|
3.21K
$289K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-91- 0.9% |
$6.87K - $7.91K
|
10K
$904K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-74- 1.79% |
$5.58K - $6.43K
|
4.07K
$367K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-31- 0.58% |
$2.34K - $2.69K
|
5.34K
$482K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-14- 7.57% |
$1.06K - $1.22K
|
171
$15.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-9- 0.06% |
$679 - $782
|
14.8K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-1Closed |
$75.4 - $86.9
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-174K- 49.37% |
$13.7M - $14.6M
|
179K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-132K- 74.63% |
$10.4M - $11.1M
|
45K
$4.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-39.1K- 13.89% |
$3.07M - $3.29M
|
243K
$21.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-31.8K- 88.8% |
$2.49M - $2.67M
|
4.01K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-31.8K- 91.41% |
$2.49M - $2.67M
|
2.99K
$270K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-9.12K- 60.57% |
$715K - $766K
|
5.94K
$536K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.86K- 4.45% |
$303K - $324K
|
82.9K
$7.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.37K- 43.1% |
$264K - $283K
|
4.45K
$402K
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-3.32K- 50.68% |
$260K - $278K
|
3.23K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.95K- 11.39% |
$231K - $248K
|
23K
$2.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.53K- 1.42% |
$199K - $213K
|
176K
$15.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 31.84% |
$115K - $123K
|
3.15K
$284K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.33K- 13.45% |
$104K - $111K
|
8.53K
$770K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.11K- 31.6% |
$86.7K - $92.9K
|
2.39K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-954- 50.37% |
$74.8K - $80.1K
|
940
$84.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-786- 18.49% |
$61.6K - $66K
|
3.47K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-775- 19.68% |
$60.8K - $65.1K
|
3.16K
$286K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-725- 11.91% |
$56.8K - $60.9K
|
5.36K
$484K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-605- 48.4% |
$47.4K - $50.8K
|
645
$58.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-500- 9.96% |
$39.2K - $42K
|
4.52K
$408K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-403- 11.93% |
$31.6K - $33.8K
|
2.98K
$269K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-276- 2.0% |
$21.6K - $23.2K
|
13.5K
$1.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-246- 1.43% |
$19.3K - $20.7K
|
16.9K
$1.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-173- 32.46% |
$13.6K - $14.5K
|
360
$32.5K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-128- 98.46% |
$10K - $10.7K
|
2
$181
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-120- 0.19% |
$9.41K - $10.1K
|
62.3K
$5.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-96- 8.78% |
$7.53K - $8.06K
|
997
$90K
|
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-50- 4.55% |
$3.92K - $4.2K
|
1.05K
$94.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-49- 26.92% |
$3.84K - $4.12K
|
133
$12K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-20- 0.43% |
$1.57K - $1.68K
|
4.62K
$417K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20- 1.84% |
$1.57K - $1.68K
|
1.07K
$96.2K
|
|