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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
122+ 148.78% |
$10.1K - $10.9K
|
204
$19.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.56K- 76.22% |
$707K - $763K
|
2.67K
$251K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.67K- 55.38% |
$633K - $683K
|
6.18K
$580K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.23K- 38.25% |
$184K - $199K
|
3.6K
$338K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
9.57KNew |
$790K - $853K
|
9.57K
$899K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-274- 84.83% |
$22.6K - $24.4K
|
49
$4.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.95K- 43.54% |
$326K - $352K
|
5.13K
$481K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-365- 64.6% |
$30.1K - $32.5K
|
200
$18.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 50.0% |
$4.13K - $4.46K
|
50
$4.7K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
143+ 2.86% |
$11.8K - $12.7K
|
5.14K
$483K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-658- 17.55% |
$54.3K - $58.6K
|
3.09K
$290K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
8.16K+ 18122.22% |
$673K - $727K
|
8.2K
$770K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-69K- 97.46% |
$5.7M - $6.15M
|
1.8K
$169K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
600New |
$49.5K - $53.5K
|
600
$56.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.88K+ 14.55% |
$238K - $256K
|
22.6K
$2.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-30- 60.0% |
$2.48K - $2.67K
|
20
$1.88K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.6K- 8.33% |
$132K - $142K
|
17.6K
$1.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6- 0.38% |
$495 - $535
|
1.59K
$149K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
81+ 1.74% |
$6.69K - $7.22K
|
4.73K
$445K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.27K+ 51.24% |
$765K - $826K
|
27.4K
$2.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-2.25K- 25.25% |
$186K - $201K
|
6.67K
$627K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.5K- 26.96% |
$207K - $223K
|
6.78K
$636K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1K+ 485.44% |
$82.6K - $89.1K
|
1.21K
$113K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
26+ 0.45% |
$2.15K - $2.32K
|
5.77K
$542K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.14K- 97.99% |
$177K - $191K
|
44
$4.13K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-31.3K- 81.73% |
$2.59M - $2.79M
|
7K
$657K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
666+ 22.01% |
$55K - $59.4K
|
3.69K
$347K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.8KNew |
$1.22M - $1.32M
|
14.8K
$1.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-138- 0.64% |
$11.4K - $12.3K
|
21.4K
$2.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-594- 17.27% |
$49.1K - $52.9K
|
2.85K
$267K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
210+ 1235.29% |
$17.3K - $18.7K
|
227
$21.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-50- 14.29% |
$4.13K - $4.46K
|
300
$28.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-308- 80.63% |
$25.4K - $27.4K
|
74
$6.95K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.91KNew |
$323K - $349K
|
3.91K
$367K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
7.53K+ 22.87% |
$622K - $671K
|
40.5K
$3.8M
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
26.5KNew |
$1.89M - $2.38M
|
26.5K
$2.49M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.57KNew |
$182K - $230K
|
2.57K
$241K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.28% |
$71.1 - $89.5
|
361
$33.9K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-15.9KClosed |
$1.13M - $1.42M
|
0
$0
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-4.56K- 6.01% |
$324K - $408K
|
71.3K
$6.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.76KNew |
$267K - $337K
|
3.76K
$353K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2- 66.67% |
$142 - $179
|
1
$93.9
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
49+ 4900.0% |
$3.48K - $4.39K
|
50
$4.7K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
188+ 5.43% |
$13.4K - $16.8K
|
3.65K
$343K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
13+ 0.48% |
$924 - $1.16K
|
2.73K
$256K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
496New |
$35.2K - $44.4K
|
496
$46.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.98MNew |
$140M - $177M
|
1.98M
$185M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
671New |
$47.7K - $60.1K
|
671
$63K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.54K+ 35.61% |
$109K - $138K
|
5.87K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
6.78KNew |
$482K - $607K
|
6.78K
$637K
|
|