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 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
84New |
$6.52K - $7.87K
|
84
$7.89K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.71K- 0.88% |
$133K - $160K
|
193K
$18.1M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-460- 13.89% |
$35.7K - $43.1K
|
2.85K
$268K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-570- 1.49% |
$44.2K - $53.4K
|
37.7K
$3.54M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-14- 87.5% |
$1.09K - $1.31K
|
2
$188
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-561- 14.76% |
$43.5K - $52.6K
|
3.24K
$304K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-64- 0.75% |
$4.97K - $6K
|
8.45K
$793K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-558- 13.59% |
$43.3K - $52.3K
|
3.55K
$333K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.98% |
$77.6 - $93.7
|
103
$9.67K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-605- 18.65% |
$46.9K - $56.7K
|
2.64K
$248K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
254New |
$19.7K - $23.8K
|
254
$23.9K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43.1KNew |
$3.34M - $4.04M
|
43.1K
$4.05M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$222K - $268K
|
2.86K
$268K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-635- 5.06% |
$49.3K - $59.5K
|
11.9K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-201- 13.39% |
$15.6K - $18.8K
|
1.3K
$122K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-5.19K- 84.56% |
$403K - $486K
|
948
$89K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-27.7K- 70.0% |
$2.15M - $2.6M
|
11.9K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
124KNew |
$9.63M - $11.6M
|
124K
$11.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
70KNew |
$5.43M - $6.56M
|
70K
$6.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-103- 3.32% |
$7.99K - $9.65K
|
3K
$282K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
680+ 359.79% |
$52.8K - $63.7K
|
869
$81.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-713- 3.98% |
$55.3K - $66.8K
|
17.2K
$1.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-274- 9.71% |
$21.3K - $25.7K
|
2.55K
$239K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 2.21% |
$233 - $281
|
139
$13.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
955New |
$74.1K - $89.5K
|
955
$89.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-53- 22.46% |
$4.11K - $4.97K
|
183
$17.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-12.9K- 99.92% |
$1M - $1.21M
|
10
$939
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 25.48% |
$117K - $141K
|
4.39K
$412K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
985New |
$76.4K - $92.3K
|
985
$92.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-562- 17.17% |
$43.6K - $52.7K
|
2.71K
$255K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
2.45KNew |
$190K - $229K
|
2.45K
$230K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-1.95K- 90.73% |
$151K - $182K
|
199
$18.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
974+ 1.51% |
$75.6K - $91.3K
|
65.4K
$6.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-13.2K- 78.32% |
$1.03M - $1.24M
|
3.66K
$344K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
7+ 0.19% |
$543 - $656
|
3.72K
$349K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
6+ 0.23% |
$466 - $562
|
2.59K
$243K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.07K+ 77.73% |
$82.9K - $100K
|
2.44K
$229K
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.48KNew |
$192K - $232K
|
2.48K
$233K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-910- 83.87% |
$70.6K - $85.3K
|
175
$16.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
11.1KNew |
$860K - $1.04M
|
11.1K
$1.04M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
189+ 3.7% |
$14.7K - $17.7K
|
5.29K
$497K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
514+ 8.5% |
$39.9K - $48.2K
|
6.56K
$616K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-718- 5.3% |
$55.7K - $67.3K
|
12.8K
$1.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-172- 1.49% |
$13.3K - $16.1K
|
11.3K
$1.07M
|
|
| Q4 2022 | |||||||
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
21KNew |
$1.6M - $1.85M
|
21K
$1.97M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$95.2K - $110K
|
1.25K
$117K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.76KNew |
$134K - $155K
|
1.76K
$165K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
158New |
$12K - $13.9K
|
158
$14.8K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
8.71KNew |
$663K - $767K
|
8.71K
$818K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
9.27KNew |
$706K - $817K
|
9.27K
$870K
|
|