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 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
18New |
$1.41K - $1.51K
|
18
$1.61K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.82KNew |
$299K - $320K
|
3.82K
$342K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-403- 11.93% |
$31.6K - $33.8K
|
2.98K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-605- 48.4% |
$47.4K - $50.8K
|
645
$57.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14.8KNew |
$1.16M - $1.24M
|
14.8K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-775- 19.68% |
$60.8K - $65.1K
|
3.16K
$283K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
16.8KNew |
$1.31M - $1.41M
|
16.8K
$1.5M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
20.5K+ 71.61% |
$1.61M - $1.72M
|
49.2K
$4.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
264+ 8.95% |
$20.7K - $22.2K
|
3.22K
$288K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.8KNew |
$298K - $319K
|
3.8K
$340K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-39.1K- 13.89% |
$3.07M - $3.29M
|
243K
$21.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-96- 8.78% |
$7.53K - $8.06K
|
997
$89.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-276- 2.0% |
$21.6K - $23.2K
|
13.5K
$1.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-49- 26.92% |
$3.84K - $4.12K
|
133
$11.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
330+ 7.08% |
$25.9K - $27.7K
|
4.99K
$447K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
4KNew |
$313K - $336K
|
4K
$358K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
100New |
$7.84K - $8.4K
|
100
$8.96K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.18% |
$549 - $588
|
3.83K
$343K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
656+ 11.76% |
$51.4K - $55.1K
|
6.23K
$558K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
2.15KNew |
$169K - $181K
|
2.15K
$193K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-173- 32.46% |
$13.6K - $14.5K
|
360
$32.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.37K- 43.1% |
$264K - $283K
|
4.45K
$399K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.11K- 31.6% |
$86.7K - $92.9K
|
2.39K
$214K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-120- 0.19% |
$9.41K - $10.1K
|
62.3K
$5.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-31.8K- 88.8% |
$2.49M - $2.67M
|
4.01K
$360K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
20.7K+ 4.33% |
$1.62M - $1.74M
|
498K
$44.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-725- 11.91% |
$56.8K - $60.9K
|
5.36K
$480K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
20.7K+ 4.33% |
$1.62M - $1.74M
|
498K
$44.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
89+ 2.65% |
$6.98K - $7.47K
|
3.45K
$309K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-9.12K- 60.57% |
$715K - $766K
|
5.94K
$532K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-31.8K- 91.41% |
$2.49M - $2.67M
|
2.99K
$268K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
2.44KNew |
$191K - $205K
|
2.44K
$219K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-3.32K- 50.68% |
$260K - $278K
|
3.23K
$289K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-11- 0.14% |
$862 - $924
|
8.1K
$725K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
208+ 1.52% |
$16.3K - $17.5K
|
13.9K
$1.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
461+ 2.65% |
$36.1K - $38.7K
|
17.8K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
825+ 0.71% |
$64.7K - $69.3K
|
117K
$10.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
52+ 200.0% |
$4.08K - $4.37K
|
78
$6.99K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-786- 18.49% |
$61.6K - $66K
|
3.47K
$310K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
3.6K+ 13.73% |
$282K - $302K
|
29.8K
$2.67M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.86K- 4.45% |
$303K - $324K
|
82.9K
$7.43M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 31.84% |
$115K - $123K
|
3.15K
$282K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-246- 1.43% |
$19.3K - $20.7K
|
16.9K
$1.52M
|
|
| Q1 2023 | |||||||
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
50New |
$3.88K - $4.69K
|
50
$4.48K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
97KNew |
$7.53M - $9.09M
|
97K
$8.69M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-8- 0.07% |
$621 - $750
|
11K
$987K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1K- 20.74% |
$77.6K - $93.7K
|
3.82K
$342K
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-5.69K- 35.28% |
$442K - $533K
|
10.4K
$936K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
644New |
$50K - $60.3K
|
644
$57.7K
|
|