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 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
76.2K+ 511.35% |
$5.98M - $6.4M
|
91.1K
$8.56M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.21KNew |
$252K - $270K
|
3.21K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30.2KNew |
$2.37M - $2.54M
|
30.2K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
11.5KNew |
$902K - $966K
|
11.5K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-20- 0.43% |
$1.57K - $1.68K
|
4.62K
$434K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.87K+ 2.98% |
$146K - $157K
|
64.6K
$6.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.95K- 11.39% |
$231K - $248K
|
23K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.04% |
$78.4 - $84
|
2.43K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.55KNew |
$122K - $130K
|
1.55K
$146K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.7KNew |
$212K - $227K
|
2.7K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
57New |
$4.47K - $4.79K
|
57
$5.35K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
28New |
$2.2K - $2.35K
|
28
$2.63K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
125New |
$9.8K - $10.5K
|
125
$11.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.53K- 1.42% |
$199K - $213K
|
176K
$16.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
489+ 2.86% |
$38.3K - $41.1K
|
17.6K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
18New |
$1.41K - $1.51K
|
18
$1.69K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.82KNew |
$299K - $320K
|
3.82K
$358K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-403- 11.93% |
$31.6K - $33.8K
|
2.98K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-605- 48.4% |
$47.4K - $50.8K
|
645
$60.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14.8KNew |
$1.16M - $1.24M
|
14.8K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-775- 19.68% |
$60.8K - $65.1K
|
3.16K
$297K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.33K- 13.45% |
$104K - $111K
|
8.53K
$801K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
16.8KNew |
$1.31M - $1.41M
|
16.8K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
20.5K+ 71.61% |
$1.61M - $1.72M
|
49.2K
$4.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
264+ 8.95% |
$20.7K - $22.2K
|
3.22K
$302K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.8KNew |
$298K - $319K
|
3.8K
$356K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-39.1K- 13.89% |
$3.07M - $3.29M
|
243K
$22.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-96- 8.78% |
$7.53K - $8.06K
|
997
$93.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-276- 2.0% |
$21.6K - $23.2K
|
13.5K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20- 1.84% |
$1.57K - $1.68K
|
1.07K
$100K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-49- 26.92% |
$3.84K - $4.12K
|
133
$12.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
330+ 7.08% |
$25.9K - $27.7K
|
4.99K
$469K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.11KNew |
$165K - $177K
|
2.11K
$198K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
4KNew |
$313K - $336K
|
4K
$375K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
100New |
$7.84K - $8.4K
|
100
$9.39K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.18% |
$549 - $588
|
3.83K
$360K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
656+ 11.76% |
$51.4K - $55.1K
|
6.23K
$585K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
2.15KNew |
$169K - $181K
|
2.15K
$202K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-173- 32.46% |
$13.6K - $14.5K
|
360
$33.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-500- 9.96% |
$39.2K - $42K
|
4.52K
$425K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.37K- 43.1% |
$264K - $283K
|
4.45K
$418K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.11K- 31.6% |
$86.7K - $92.9K
|
2.39K
$225K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-120- 0.19% |
$9.41K - $10.1K
|
62.3K
$5.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-31.8K- 88.8% |
$2.49M - $2.67M
|
4.01K
$377K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
20.7K+ 4.33% |
$1.62M - $1.74M
|
498K
$46.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-725- 11.91% |
$56.8K - $60.9K
|
5.36K
$503K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
20.7K+ 4.33% |
$1.62M - $1.74M
|
498K
$46.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
89+ 2.65% |
$6.98K - $7.47K
|
3.45K
$324K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-9.12K- 60.57% |
$715K - $766K
|
5.94K
$558K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-31.8K- 91.41% |
$2.49M - $2.67M
|
2.99K
$280K
|