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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-603Closed |
$45.9K - $53.1K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-600- 90.77% |
$45.7K - $52.9K
|
61
$5.46K
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-574- 11.96% |
$43.7K - $50.6K
|
4.22K
$378K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-476- 7.24% |
$36.2K - $41.9K
|
6.1K
$546K
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-327- 4.38% |
$24.9K - $28.8K
|
7.14K
$639K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-313- 8.0% |
$23.8K - $27.6K
|
3.6K
$322K
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-155- 44.8% |
$11.8K - $13.7K
|
191
$17.1K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-132- 51.36% |
$10.1K - $11.6K
|
125
$11.2K
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-130- 50.0% |
$9.9K - $11.5K
|
130
$11.6K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-27- 0.68% |
$2.06K - $2.38K
|
3.92K
$350K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-12- 23.08% |
$914 - $1.06K
|
40
$3.58K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-7- 0.35% |
$533 - $617
|
1.97K
$176K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-2- 20.0% |
$152 - $176
|
8
$716
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$76.1 - $88.1
|
3.26K
$292K
|
|
Q3 2022 | |||||||
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16.5K- 2.21% |
$1.31M - $1.68M
|
729K
$65.3M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-14.8K- 3.79% |
$1.17M - $1.51M
|
375K
$33.5M
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-12K- 70.98% |
$952K - $1.23M
|
4.91K
$440K
|
|
Nov 03, 2022
Q3 2022
|
Schaeffer Financial LLC
|
SELL
|
- |
-11.8K- 18.97% |
$938K - $1.21M
|
50.6K
$4.53M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-10.3KClosed |
$817K - $1.05M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.1KClosed |
$801K - $1.03M
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-7.36K- 68.65% |
$583K - $751K
|
3.36K
$301K
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-5.6K- 61.88% |
$444K - $572K
|
3.45K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-5.39K- 31.9% |
$427K - $551K
|
11.5K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.56K- 47.49% |
$282K - $363K
|
3.93K
$352K
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.95K- 24.07% |
$234K - $302K
|
9.32K
$834K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.67K- 8.23% |
$212K - $273K
|
29.8K
$2.67M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.89K- 3.97% |
$150K - $193K
|
45.8K
$4.1M
|
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-1.8K- 1.89% |
$143K - $184K
|
93.8K
$8.4M
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.06K- 4.16% |
$83.8K - $108K
|
24.3K
$2.18M
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-995- 83.33% |
$78.9K - $102K
|
199
$17.8K
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-950- 25.56% |
$75.3K - $97K
|
2.77K
$248K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-742- 64.35% |
$58.8K - $75.8K
|
411
$36.8K
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-600- 15.92% |
$47.6K - $61.3K
|
3.17K
$284K
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-554- 6.44% |
$43.9K - $56.6K
|
8.05K
$720K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-463- 0.89% |
$36.7K - $47.3K
|
51.5K
$4.61M
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-405- 13.64% |
$32.1K - $41.4K
|
2.56K
$230K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-213- 1.04% |
$16.9K - $21.8K
|
20.2K
$1.81M
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-116- 3.76% |
$9.2K - $11.8K
|
2.97K
$266K
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-113- 1.02% |
$8.96K - $11.5K
|
11K
$982K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-65- 0.16% |
$5.15K - $6.64K
|
41K
$3.67M
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-64- 16.93% |
$5.07K - $6.54K
|
314
$28.1K
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-40- 1.0% |
$3.17K - $4.09K
|
3.97K
$356K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-21- 0.08% |
$1.66K - $2.14K
|
26.1K
$2.34M
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-19- 12.67% |
$1.51K - $1.94K
|
131
$11.7K
|
|
Q2 2022 | |||||||
Mar 11, 2024
Q2 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-314KClosed |
$27.3M - $35.3M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-244K- 42.19% |
$21.2M - $27.4M
|
334K
$29.9M
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-155KClosed |
$13.5M - $17.5M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-132KClosed |
$11.5M - $14.8M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-90.3K- 45.63% |
$7.86M - $10.2M
|
108K
$9.63M
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-70.2K- 96.52% |
$6.11M - $7.9M
|
2.53K
$226K
|