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 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
553New |
$45.9K - $54.7K
|
553
$51.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-17.8K- 78.58% |
$1.48M - $1.76M
|
4.86K
$456K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
598New |
$49.6K - $59.2K
|
598
$56.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2New |
$166 - $198
|
2
$188
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
114New |
$9.46K - $11.3K
|
114
$10.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-963- 5.57% |
$79.9K - $95.3K
|
16.3K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-910- 13.55% |
$75.5K - $90.1K
|
5.81K
$545K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.3KNew |
$191K - $228K
|
2.3K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
36+ 1.22% |
$2.99K - $3.56K
|
3K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
3.45KNew |
$286K - $341K
|
3.45K
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-26- 0.97% |
$2.16K - $2.57K
|
2.65K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
133New |
$11K - $13.2K
|
133
$12.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-225- 10.97% |
$18.7K - $22.3K
|
1.83K
$171K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
85+ 3.36% |
$7.05K - $8.41K
|
2.61K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-100- 84.75% |
$8.3K - $9.9K
|
18
$1.69K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-192- 85.33% |
$15.9K - $19K
|
33
$3.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.24% |
$83 - $99
|
414
$38.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
150New |
$12.4K - $14.8K
|
150
$14.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-823- 10.9% |
$68.3K - $81.5K
|
6.72K
$631K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
3.33KNew |
$276K - $330K
|
3.33K
$313K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 3.68% |
$8.3K - $9.9K
|
2.62K
$246K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
114New |
$9.46K - $11.3K
|
114
$10.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.13KNew |
$177K - $211K
|
2.13K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-1.32M- 63.41% |
$110M - $131M
|
763K
$71.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.11KNew |
$175K - $209K
|
2.11K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.41KNew |
$200K - $238K
|
2.41K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
2.23KNew |
$185K - $221K
|
2.23K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.77M+ 465.07% |
$313M - $374M
|
4.59M
$431M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
2.21KNew |
$183K - $218K
|
2.21K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3+ 0.16% |
$249 - $297
|
1.85K
$173K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.29KNew |
$190K - $226K
|
2.29K
$215K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-55- 1.84% |
$4.56K - $5.44K
|
2.93K
$275K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.41KNew |
$283K - $337K
|
3.41K
$320K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
600New |
$49.8K - $59.4K
|
600
$56.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
157+ 21.48% |
$13K - $15.5K
|
888
$83.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
431+ 10.75% |
$35.8K - $42.7K
|
4.44K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$193K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-549- 2.06% |
$45.6K - $54.3K
|
26.2K
$2.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-266- 6.51% |
$22.1K - $26.3K
|
3.82K
$359K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-850- 27.78% |
$70.5K - $84.1K
|
2.21K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-390- 8.71% |
$32.4K - $38.6K
|
4.09K
$384K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
374New |
$31K - $37K
|
374
$35.1K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.36KNew |
$195K - $233K
|
2.36K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4.95K- 91.42% |
$411K - $490K
|
465
$43.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.95% |
$83 - $99
|
106
$9.95K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.08KNew |
$172K - $205K
|
2.08K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8+ 1.2% |
$664 - $792
|
674
$63.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-77- 1.5% |
$6.39K - $7.62K
|
5.07K
$476K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
121KNew |
$10M - $11.9M
|
121K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-331- 48.75% |
$27.5K - $32.8K
|
348
$32.7K
|