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 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.46K+ 48.46% |
$261K - $300K
|
10.6K
$994K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
65KNew |
$4.9M - $5.65M
|
65K
$6.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-1Closed |
$75.4 - $86.9
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
31New |
$2.34K - $2.69K
|
31
$2.91K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-346- 4.93% |
$26.1K - $30.1K
|
6.68K
$627K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.7KNew |
$128K - $148K
|
1.7K
$160K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-74- 1.79% |
$5.58K - $6.43K
|
4.07K
$382K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1New |
$75.4 - $86.9
|
1
$93.9
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-30.6K- 69.4% |
$2.31M - $2.66M
|
13.5K
$1.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
607+ 13.51% |
$45.8K - $52.7K
|
5.1K
$479K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
37K+ 1177.9% |
$2.79M - $3.21M
|
40.1K
$3.77M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-91- 0.9% |
$6.87K - $7.91K
|
10K
$941K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.6K+ 5.9% |
$121K - $139K
|
28.8K
$2.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$151 - $174
|
2.65K
$249K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
118+ 2.14% |
$8.9K - $10.3K
|
5.63K
$528K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.08KNew |
$81.6K - $93.9K
|
1.08K
$102K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-924- 24.75% |
$69.7K - $80.3K
|
2.81K
$264K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 6.25% |
$754 - $869
|
170
$16K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
426+ 9.74% |
$32.1K - $37K
|
4.8K
$451K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.9K- 29.15% |
$143K - $165K
|
4.61K
$433K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-46.1K- 57.52% |
$3.48M - $4.01M
|
34.1K
$3.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.07% |
$151 - $174
|
2.89K
$271K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-31- 0.58% |
$2.34K - $2.69K
|
5.34K
$501K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-136- 3.6% |
$10.3K - $11.8K
|
3.64K
$342K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
68+ 1.97% |
$5.13K - $5.91K
|
3.52K
$331K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.27KNew |
$473K - $545K
|
6.27K
$589K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
324+ 4.2% |
$24.4K - $28.2K
|
8.04K
$754K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.73K+ 5.87% |
$131K - $150K
|
31.2K
$2.93M
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-854- 7.68% |
$64.4K - $74.2K
|
10.3K
$963K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-5.46K- 35.92% |
$412K - $475K
|
9.75K
$915K
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-2.28K- 23.77% |
$172K - $198K
|
7.3K
$685K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
720+ 2.8% |
$54.3K - $62.6K
|
26.5K
$2.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 11.36% |
$162K - $187K
|
16.8K
$1.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-538- 16.98% |
$40.6K - $46.7K
|
2.63K
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-9- 0.06% |
$679 - $782
|
14.8K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
20.5K+ 44.09% |
$1.55M - $1.78M
|
67K
$6.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
573New |
$43.2K - $49.8K
|
573
$53.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-500- 14.29% |
$37.7K - $43.4K
|
3K
$282K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.46KNew |
$261K - $301K
|
3.46K
$325K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
152+ 524.14% |
$11.9K - $12.8K
|
181
$17K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-128- 98.46% |
$10K - $10.7K
|
2
$188
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112+ 1600.0% |
$8.78K - $9.41K
|
119
$11.2K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-174K- 49.37% |
$13.7M - $14.6M
|
179K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
123+ 0.18% |
$9.64K - $10.3K
|
69.9K
$6.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.32KNew |
$260K - $279K
|
3.32K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
20KNew |
$1.57M - $1.68M
|
20K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
258+ 10.25% |
$20.2K - $21.7K
|
2.78K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-954- 50.37% |
$74.8K - $80.1K
|
940
$88.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-132K- 74.63% |
$10.4M - $11.1M
|
45K
$4.23M
|
|