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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-500- 9.96% |
$39.2K - $42K
|
4.52K
$443K
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-403- 11.93% |
$31.6K - $33.8K
|
2.98K
$291K
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-356- 8.03% |
$27.9K - $29.9K
|
4.08K
$400K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-276- 2.0% |
$21.6K - $23.2K
|
13.5K
$1.33M
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-246- 1.43% |
$19.3K - $20.7K
|
16.9K
$1.66M
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200- 2.42% |
$15.7K - $16.8K
|
8.06K
$790K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-173- 32.46% |
$13.6K - $14.5K
|
360
$35.3K
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-171- 92.93% |
$13.4K - $14.4K
|
13
$1.27K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-133- 0.56% |
$10.4K - $11.2K
|
23.8K
$2.33M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-128- 98.46% |
$10K - $10.7K
|
2
$196
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-120- 0.19% |
$9.41K - $10.1K
|
62.3K
$6.1M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-96- 8.78% |
$7.53K - $8.06K
|
997
$97.7K
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-50- 4.55% |
$3.92K - $4.2K
|
1.05K
$103K
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-49- 26.92% |
$3.84K - $4.12K
|
133
$13K
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-20- 0.43% |
$1.57K - $1.68K
|
4.62K
$453K
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20- 1.84% |
$1.57K - $1.68K
|
1.07K
$104K
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-11- 0.14% |
$862 - $924
|
8.1K
$793K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-27.7K- 70.0% |
$2.15M - $2.6M
|
11.9K
$1.16M
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-13.2K- 78.32% |
$1.03M - $1.24M
|
3.66K
$358K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-12.9K- 99.92% |
$1M - $1.21M
|
10
$980
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-5.69K- 35.28% |
$442K - $533K
|
10.4K
$1.02M
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-5.19K- 84.56% |
$403K - $486K
|
948
$92.9K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.51KClosed |
$195K - $235K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.3K- 98.8% |
$178K - $215K
|
28
$2.74K
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-1.95K- 90.73% |
$151K - $182K
|
199
$19.5K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.91K- 57.94% |
$148K - $179K
|
1.39K
$136K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.78K- 25.38% |
$138K - $167K
|
5.24K
$514K
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.71K- 0.88% |
$133K - $160K
|
193K
$18.9M
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 25.48% |
$117K - $141K
|
4.39K
$430K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.07K- 1.12% |
$83.1K - $100K
|
94.2K
$9.23M
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1K- 20.74% |
$77.6K - $93.7K
|
3.82K
$374K
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-910- 83.87% |
$70.6K - $85.3K
|
175
$17.1K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-718- 5.3% |
$55.7K - $67.3K
|
12.8K
$1.26M
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-713- 3.98% |
$55.3K - $66.8K
|
17.2K
$1.69M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-635- 5.06% |
$49.3K - $59.5K
|
11.9K
$1.17M
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-606- 7.06% |
$47K - $56.8K
|
7.97K
$781K
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-605- 18.65% |
$46.9K - $56.7K
|
2.64K
$259K
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-570- 1.49% |
$44.2K - $53.4K
|
37.7K
$3.69M
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-562- 17.17% |
$43.6K - $52.7K
|
2.71K
$266K
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-561- 14.76% |
$43.5K - $52.6K
|
3.24K
$318K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-558- 13.59% |
$43.3K - $52.3K
|
3.55K
$348K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-500- 13.48% |
$38.8K - $46.9K
|
3.21K
$314K
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-460- 13.89% |
$35.7K - $43.1K
|
2.85K
$279K
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-274- 9.71% |
$21.3K - $25.7K
|
2.55K
$250K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-201- 13.39% |
$15.6K - $18.8K
|
1.3K
$127K
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-200- 4.78% |
$15.5K - $18.7K
|
3.99K
$391K
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-172- 1.49% |
$13.3K - $16.1K
|
11.3K
$1.11M
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-103- 3.32% |
$7.99K - $9.65K
|
3K
$294K
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-94- 3.05% |
$7.29K - $8.81K
|
2.99K
$293K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-70- 0.51% |
$5.43K - $6.56K
|
13.6K
$1.34M
|