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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
38+ 0.94% |
$2.7K - $3.4K
|
4.09K
$384K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
114+ 2.07% |
$8.1K - $10.2K
|
5.62K
$528K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.56KNew |
$253K - $318K
|
3.56K
$334K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 1.03% |
$426 - $537
|
589
$55.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-298- 4.95% |
$21.2K - $26.7K
|
5.72K
$537K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-729- 62.15% |
$51.8K - $65.3K
|
444
$41.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-17- 0.09% |
$1.21K - $1.52K
|
18.6K
$1.75M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
32.3KNew |
$2.3M - $2.9M
|
32.3K
$3.04M
|
|
| Q3 2023 | |||||||
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2.73KClosed |
$206K - $237K
|
0
$0
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-14- 7.57% |
$1.06K - $1.22K
|
171
$16.1K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
302+ 43.52% |
$22.8K - $26.2K
|
996
$93.5K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
272+ 4533.33% |
$20.5K - $23.6K
|
278
$26.1K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.27KNew |
$322K - $371K
|
4.27K
$401K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.2% |
$75.4 - $86.9
|
84
$7.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-324- 9.97% |
$24.4K - $28.2K
|
2.93K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-15.3K- 25.2% |
$1.16M - $1.33M
|
45.6K
$4.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.64K- 3.32% |
$274K - $316K
|
106K
$9.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
104+ 3.71% |
$7.85K - $9.04K
|
2.91K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.08% |
$151 - $174
|
2.65K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.47KNew |
$261K - $301K
|
3.47K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.12KNew |
$537K - $618K
|
7.12K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-128- 3.48% |
$9.66K - $11.1K
|
3.55K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
72New |
$5.43K - $6.26K
|
72
$6.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.08K- 3.38% |
$81.3K - $93.7K
|
30.8K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
235+ 4.35% |
$17.7K - $20.4K
|
5.64K
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.51K+ 11.27% |
$114K - $131K
|
14.9K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-505- 13.78% |
$38.1K - $43.9K
|
3.16K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
946New |
$71.4K - $82.2K
|
946
$88.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.15K- 79.3% |
$86.7K - $99.8K
|
300
$28.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-100- 3.03% |
$7.54K - $8.69K
|
3.21K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.12% |
$226 - $261
|
270
$25.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1.88K- 99.37% |
$142K - $163K
|
12
$1.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-906KClosed |
$68.4M - $78.7M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.42MNew |
$107M - $124M
|
1.42M
$134M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-3.8K- 34.27% |
$287K - $330K
|
7.29K
$684K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
222+ 2.46% |
$16.7K - $19.3K
|
9.25K
$869K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-181- 5.37% |
$13.7K - $15.7K
|
3.19K
$299K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.25KNew |
$245K - $283K
|
3.25K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-5.36K- 1.49% |
$404K - $466K
|
354K
$33.3M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.75KNew |
$207K - $239K
|
2.75K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
109+ 1.94% |
$8.22K - $9.47K
|
5.71K
$537K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.31K+ 3.56% |
$98.6K - $114K
|
38K
$3.57M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-133K- 14.42% |
$10.1M - $11.6M
|
792K
$74.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.1KNew |
$460K - $530K
|
6.1K
$573K
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.87KNew |
$217K - $249K
|
2.87K
$270K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
360New |
$27.2K - $31.3K
|
360
$33.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
65New |
$4.9K - $5.65K
|
65
$6.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-590- 8.89% |
$44.5K - $51.3K
|
6.05K
$568K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-314- 5.05% |
$23.7K - $27.3K
|
5.9K
$554K
|
|
|
Nov 03, 2023
Q3 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
34.6KNew |
$2.61M - $3.01M
|
34.6K
$3.25M
|
|