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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
506New |
$38.5K - $44.6K
|
506
$47.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.85KNew |
$445K - $515K
|
5.85K
$549K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
41New |
$3.12K - $3.61K
|
41
$3.85K
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.58K- 47.66% |
$196K - $227K
|
2.83K
$266K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
27.1K+ 170.69% |
$2.07M - $2.39M
|
43.1K
$4.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.82K- 7.61% |
$138K - $160K
|
22.1K
$2.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-574- 11.96% |
$43.7K - $50.6K
|
4.22K
$397K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-327- 4.38% |
$24.9K - $28.8K
|
7.14K
$670K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
8.71KNew |
$663K - $767K
|
8.71K
$818K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
68+ 680.0% |
$5.18K - $5.99K
|
78
$7.32K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.03KNew |
$230K - $267K
|
3.03K
$284K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
79+ 1.83% |
$6.02K - $6.96K
|
4.4K
$414K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-2- 20.0% |
$152 - $176
|
8
$751
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 42.86% |
$457 - $529
|
20
$1.88K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
31.5KNew |
$2.4M - $2.77M
|
31.5K
$2.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.27KNew |
$401K - $464K
|
5.27K
$494K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
171New |
$13K - $15.1K
|
171
$16.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Iyo Bank, Ltd.
|
SELL
|
- |
-204K- 46.43% |
$15.6M - $18M
|
236K
$22.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.55K- 26.39% |
$118K - $136K
|
4.32K
$405K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.33K+ 4.76% |
$101K - $117K
|
29.2K
$2.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.37K+ 49.82% |
$180K - $208K
|
7.11K
$668K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6.29K+ 73.78% |
$479K - $554K
|
14.8K
$1.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 18.27% |
$110K - $127K
|
9.34K
$877K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
36.3KNew |
$2.76M - $3.19M
|
36.3K
$3.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-27- 0.68% |
$2.06K - $2.38K
|
3.92K
$368K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.17K- 1.63% |
$88.9K - $103K
|
70.5K
$6.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
882+ 25.89% |
$67.2K - $77.7K
|
4.29K
$403K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.8KNew |
$441K - $510K
|
5.8K
$544K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.21KNew |
$397K - $459K
|
5.21K
$490K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
56+ 1.41% |
$4.26K - $4.93K
|
4.02K
$378K
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.59K- 2.69% |
$197K - $228K
|
93.6K
$8.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.23KNew |
$246K - $284K
|
3.23K
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
634New |
$48.3K - $55.8K
|
634
$59.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$229K - $265K
|
3.01K
$283K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
215KNew |
$16.3M - $18.9M
|
215K
$20.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-476- 7.24% |
$36.2K - $41.9K
|
6.1K
$573K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.37KNew |
$257K - $297K
|
3.37K
$317K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
772+ 8.75% |
$58.8K - $68K
|
9.6K
$901K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-1.9K- 12.64% |
$145K - $168K
|
13.2K
$1.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
3.28K+ 109.81% |
$250K - $289K
|
6.27K
$588K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
701New |
$53.4K - $61.8K
|
701
$65.8K
|
|
| Q3 2022 | |||||||
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-12K- 70.98% |
$952K - $1.23M
|
4.91K
$461K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16.5K- 2.21% |
$1.31M - $1.68M
|
729K
$68.5M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
21.7KNew |
$1.72M - $2.21M
|
21.7K
$2.03M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
225+ 21.45% |
$17.8K - $23K
|
1.27K
$120K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
139+ 0.67% |
$11K - $14.2K
|
20.9K
$1.96M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-21- 0.08% |
$1.66K - $2.14K
|
26.1K
$2.45M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$15.9K - $20.4K
|
200
$18.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
17.8K+ 80.71% |
$1.41M - $1.81M
|
39.8K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-213- 1.04% |
$16.9K - $21.8K
|
20.2K
$1.9M
|
|