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 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
924New |
$80.4K - $104K
|
924
$86.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
SELL
|
- |
-32- 0.47% |
$2.79K - $3.6K
|
6.76K
$635K
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-26.9KClosed |
$2.34M - $3.02M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
SELL
|
- |
-2.01KClosed |
$175K - $226K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-4.55KClosed |
$396K - $511K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-27.8KClosed |
$2.42M - $3.13M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-16.3K- 9.31% |
$1.42M - $1.84M
|
159K
$15M
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
SELL
|
- |
-1.86KClosed |
$162K - $209K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.56K+ 6.02% |
$310K - $400K
|
62.7K
$5.88M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 2.07% |
$2.09K - $2.7K
|
1.19K
$111K
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-4.08KClosed |
$355K - $459K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
300+ 14.89% |
$26.1K - $33.8K
|
2.32K
$217K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-123Closed |
$10.7K - $13.8K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-28.2K- 86.4% |
$2.45M - $3.17M
|
4.44K
$417K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-45- 31.03% |
$3.92K - $5.06K
|
100
$9.39K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
25.5KNew |
$2.22M - $2.87M
|
25.5K
$2.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-70.2K- 96.52% |
$6.11M - $7.9M
|
2.53K
$237K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.48KClosed |
$129K - $167K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-681- 7.38% |
$59.3K - $76.6K
|
8.55K
$802K
|
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-2.13KClosed |
$186K - $240K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
416+ 23.25% |
$36.2K - $46.8K
|
2.21K
$207K
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-90.3K- 45.63% |
$7.86M - $10.2M
|
108K
$10.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-50- 5.15% |
$4.35K - $5.63K
|
920
$86.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-2.71KClosed |
$235K - $304K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-59- 1.89% |
$5.14K - $6.64K
|
3.06K
$288K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
51+ 0.43% |
$4.44K - $5.74K
|
11.9K
$1.12M
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
2.43KNew |
$212K - $273K
|
2.43K
$228K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
98.7KNew |
$8.59M - $11.1M
|
98.7K
$9.27M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-132KClosed |
$11.5M - $14.8M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
68New |
$5.92K - $7.65K
|
68
$6.39K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
SELL
|
- |
-4KClosed |
$348K - $450K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-40- 19.9% |
$3.48K - $4.5K
|
161
$15.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.96KClosed |
$171K - $221K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
141+ 0.76% |
$12.3K - $15.9K
|
18.7K
$1.76M
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
SELL
|
- |
-1.97KClosed |
$171K - $221K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1.69K- 1.88% |
$147K - $190K
|
88.1K
$8.27M
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-2.13KClosed |
$185K - $240K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.25KNew |
$283K - $366K
|
3.25K
$305K
|
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2.54KNew |
$221K - $286K
|
2.54K
$239K
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.87KClosed |
$162K - $210K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.1KClosed |
$183K - $236K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.08% |
$174 - $225
|
2.41K
$226K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
99.8KNew |
$8.69M - $11.2M
|
99.8K
$9.37M
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
383New |
$33.3K - $43.1K
|
383
$36K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-726- 4.66% |
$63.2K - $81.7K
|
14.9K
$1.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
34.4KNew |
$3M - $3.88M
|
34.4K
$3.23M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2.11KClosed |
$183K - $237K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
215+ 9.13% |
$18.7K - $24.2K
|
2.57K
$241K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-398Closed |
$34.6K - $44.8K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
192New |
$16.7K - $21.6K
|
192
$18K
|