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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
292KNew |
$24.3M - $28.9M
|
292K
$27.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1K+ 22.22% |
$83K - $99K
|
5.5K
$516K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.25K- 37.16% |
$104K - $124K
|
2.11K
$198K
|
|
|
Oct 17, 2024
Q3 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
15KNew |
$1.24M - $1.48M
|
15K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-14.8K- 87.83% |
$1.23M - $1.47M
|
2.05K
$193K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
11.6KNew |
$964K - $1.15M
|
11.6K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
20+ 0.72% |
$1.66K - $1.98K
|
2.8K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.08% |
$83 - $99
|
1.28K
$120K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-72- 2.84% |
$5.97K - $7.13K
|
2.46K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-841- 25.88% |
$69.8K - $83.2K
|
2.41K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.1KNew |
$174K - $208K
|
2.1K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
569New |
$47.2K - $56.3K
|
569
$53.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.24KNew |
$186K - $221K
|
2.24K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-221- 1.2% |
$18.3K - $21.9K
|
18.2K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.3KNew |
$857K - $1.02M
|
10.3K
$970K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-62- 2.35% |
$5.14K - $6.14K
|
2.58K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28+ 1.31% |
$2.32K - $2.77K
|
2.17K
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
136+ 251.85% |
$11.3K - $13.5K
|
190
$17.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-870- 26.66% |
$72.2K - $86.1K
|
2.39K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-75- 1.74% |
$6.22K - $7.42K
|
4.25K
$399K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-17- 0.63% |
$1.41K - $1.68K
|
2.67K
$251K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-12- 0.52% |
$996 - $1.19K
|
2.31K
$217K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-631- 61.2% |
$52.4K - $62.5K
|
400
$37.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.18KNew |
$264K - $314K
|
3.18K
$298K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
21+ 6.33% |
$1.74K - $2.08K
|
353
$33.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-470- 5.6% |
$39K - $46.5K
|
7.92K
$744K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
202+ 17.91% |
$16.8K - $20K
|
1.33K
$125K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.92K- 55.61% |
$325K - $388K
|
3.13K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
250+ 5.2% |
$20.7K - $24.7K
|
5.06K
$475K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
28.5KNew |
$2.36M - $2.82M
|
28.5K
$2.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
80+ 216.22% |
$6.64K - $7.92K
|
117
$11K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
88+ 2.65% |
$7.3K - $8.71K
|
3.41K
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
79+ 58.09% |
$6.55K - $7.82K
|
215
$20.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$108K - $129K
|
1.3K
$122K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.87KNew |
$238K - $284K
|
2.87K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
300+ 8.81% |
$24.9K - $29.7K
|
3.71K
$348K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.72K- 5.34% |
$143K - $170K
|
30.5K
$2.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
343K+ 13.17% |
$28.5M - $33.9M
|
2.95M
$277M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-72- 0.8% |
$5.97K - $7.13K
|
8.91K
$836K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-280- 1.64% |
$23.2K - $27.7K
|
16.8K
$1.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-478- 17.82% |
$39.7K - $47.3K
|
2.21K
$207K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.74KNew |
$227K - $271K
|
2.74K
$257K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-11- 0.3% |
$913 - $1.09K
|
3.61K
$339K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.84KNew |
$318K - $380K
|
3.84K
$360K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
313+ 1.2% |
$26K - $31K
|
26.3K
$2.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.06K- 95.22% |
$87.6K - $105K
|
53
$4.98K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.12KNew |
$342K - $408K
|
4.12K
$387K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
15New |
$1.24K - $1.48K
|
15
$1.41K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8+ 0.07% |
$664 - $792
|
12.2K
$1.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-420- 15.27% |
$34.8K - $41.6K
|
2.33K
$219K
|