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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.88K- 83.88% |
$148K - $162K
|
361
$33.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-949- 94.15% |
$74.6K - $81.6K
|
59
$5.54K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-367- 57.43% |
$28.8K - $31.6K
|
272
$25.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Fore Capital, LLC
|
BUY
|
- |
27KNew |
$2.12M - $2.32M
|
27K
$2.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.09K+ 275.68% |
$400K - $438K
|
6.94K
$651K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-249- 22.02% |
$19.6K - $21.4K
|
882
$82.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
545New |
$42.8K - $46.9K
|
545
$51.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
171New |
$13.4K - $14.7K
|
171
$16.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-569- 61.98% |
$44.7K - $48.9K
|
349
$32.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-116- 1.51% |
$9.12K - $9.97K
|
7.56K
$710K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.7K- 41.16% |
$134K - $146K
|
2.43K
$228K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
BUY
|
- |
20+ 0.03% |
$1.57K - $1.72K
|
68.9K
$6.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-469- 43.87% |
$36.9K - $40.3K
|
600
$56.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$205K - $225K
|
2.61K
$245K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
551New |
$43.3K - $47.4K
|
551
$51.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-742- 9.17% |
$58.3K - $63.8K
|
7.35K
$690K
|
|
|
Jul 31, 2024
Q2 2024
|
Oikos Holdings LLC
|
SELL
|
- |
-7.18K- 1.93% |
$564K - $617K
|
365K
$34.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.49K- 24.71% |
$117K - $128K
|
4.53K
$425K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-4.55K- 99.85% |
$357K - $391K
|
7
$657
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
278+ 5.84% |
$21.9K - $23.9K
|
5.04K
$473K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
672New |
$52.8K - $57.8K
|
672
$63.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
24+ 0.73% |
$1.89K - $2.06K
|
3.31K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
399+ 7.93% |
$31.4K - $34.3K
|
5.43K
$510K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
554+ 0.77% |
$43.5K - $47.6K
|
72.8K
$6.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
42+ 1.08% |
$3.3K - $3.61K
|
3.93K
$369K
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
4.71KNew |
$370K - $405K
|
4.71K
$442K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
499New |
$39.2K - $42.9K
|
499
$46.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
653+ 5.88% |
$51.3K - $56.1K
|
11.8K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
38+ 4.39% |
$2.99K - $3.27K
|
903
$84.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.09KNew |
$164K - $179K
|
2.09K
$196K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.2K- 78.86% |
$724K - $791K
|
2.47K
$232K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.11K- 77.67% |
$638K - $697K
|
2.33K
$219K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-120- 4.32% |
$9.43K - $10.3K
|
2.66K
$250K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-225- 8.1% |
$17.7K - $19.3K
|
2.55K
$240K
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-90- 1.88% |
$7.07K - $7.74K
|
4.7K
$441K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
448+ 1.78% |
$35.2K - $38.5K
|
25.6K
$2.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.08KNew |
$242K - $265K
|
3.08K
$289K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.86KNew |
$225K - $246K
|
2.86K
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-122- 4.62% |
$9.59K - $10.5K
|
2.52K
$236K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-220- 1.76% |
$17.3K - $18.9K
|
12.2K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-157- 2.97% |
$12.3K - $13.5K
|
5.13K
$482K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
129+ 0.96% |
$10.1K - $11.1K
|
13.6K
$1.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
333New |
$26.2K - $28.6K
|
333
$31.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
58+ 2.36% |
$4.56K - $4.99K
|
2.51K
$236K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-403- 89.36% |
$31.7K - $34.6K
|
48
$4.51K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-21- 3.4% |
$1.65K - $1.81K
|
597
$56.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
178+ 287.1% |
$14K - $15.3K
|
240
$22.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.39K- 63.91% |
$109K - $119K
|
785
$73.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-11- 0.42% |
$865 - $946
|
2.58K
$242K
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$1.08M - $1.18M
|
13.7K
$1.28M
|