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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.92K+ 3.1% |
$159K - $171K
|
63.8K
$5.71M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-885- 9.78% |
$73.1K - $78.9K
|
8.16K
$731K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-319- 6.81% |
$26.3K - $28.4K
|
4.37K
$391K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
88+ 1.66% |
$7.27K - $7.84K
|
5.38K
$482K
|
|
|
May 06, 2024
Q1 2024
|
Latigo Investments, LLC
|
BUY
|
- |
169+ 0.24% |
$14K - $15.1K
|
71K
$6.36M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
72.4KNew |
$5.98M - $6.45M
|
72.4K
$6.48M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-53.8K- 90.85% |
$4.44M - $4.8M
|
5.42K
$485K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
112New |
$9.25K - $9.98K
|
112
$10K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.64% |
$1.24K - $1.34K
|
2.37K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
200New |
$16.5K - $17.8K
|
200
$17.9K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
29.7KNew |
$2.45M - $2.64M
|
29.7K
$2.66M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
135+ 30.0% |
$11.1K - $12K
|
585
$52.4K
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-167- 1.6% |
$13.8K - $14.9K
|
10.3K
$919K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12New |
$991 - $1.07K
|
12
$1.08K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-200- 5.89% |
$16.5K - $17.8K
|
3.2K
$287K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.85K- 14.41% |
$153K - $165K
|
11K
$986K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-310- 22.63% |
$25.6K - $27.6K
|
1.06K
$95K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-736- 2.26% |
$60.8K - $65.6K
|
31.8K
$2.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.85KNew |
$318K - $343K
|
3.85K
$345K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-167- 50.0% |
$13.8K - $14.9K
|
167
$15K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.13K+ 37.13% |
$92.9K - $100K
|
4.16K
$372K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-827- 24.1% |
$68.3K - $73.7K
|
2.61K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-720- 14.25% |
$59.5K - $64.2K
|
4.33K
$388K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
542New |
$44.8K - $48.3K
|
542
$48.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
23K+ 6.63% |
$1.9M - $2.05M
|
370K
$33.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.56K- 76.22% |
$707K - $763K
|
2.67K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.23K- 38.25% |
$184K - $199K
|
3.6K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
9.57KNew |
$790K - $853K
|
9.57K
$857K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.95K- 43.54% |
$326K - $352K
|
5.13K
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-365- 64.6% |
$30.1K - $32.5K
|
200
$17.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 50.0% |
$4.13K - $4.46K
|
50
$4.48K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
143+ 2.86% |
$11.8K - $12.7K
|
5.14K
$461K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
8.16K+ 18122.22% |
$673K - $727K
|
8.2K
$735K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-69K- 97.46% |
$5.7M - $6.15M
|
1.8K
$161K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
600New |
$49.5K - $53.5K
|
600
$53.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.88K+ 14.55% |
$238K - $256K
|
22.6K
$2.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-30- 60.0% |
$2.48K - $2.67K
|
20
$1.79K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.6K- 8.33% |
$132K - $142K
|
17.6K
$1.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6- 0.38% |
$495 - $535
|
1.59K
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.27K+ 51.24% |
$765K - $826K
|
27.4K
$2.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-2.25K- 25.25% |
$186K - $201K
|
6.67K
$598K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.5K- 26.96% |
$207K - $223K
|
6.78K
$607K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1K+ 485.44% |
$82.6K - $89.1K
|
1.21K
$108K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.14K- 97.99% |
$177K - $191K
|
44
$3.94K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-31.3K- 81.73% |
$2.59M - $2.79M
|
7K
$627K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
666+ 22.01% |
$55K - $59.4K
|
3.69K
$331K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.8KNew |
$1.22M - $1.32M
|
14.8K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-138- 0.64% |
$11.4K - $12.3K
|
21.4K
$1.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-594- 17.27% |
$49.1K - $52.9K
|
2.85K
$255K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-50- 14.29% |
$4.13K - $4.46K
|
300
$26.9K
|
|