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 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
7.35K+ 4.12% |
$629K - $693K
|
186K
$16.5M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.14K+ 8.61% |
$269K - $296K
|
39.6K
$3.53M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
269+ 9.62% |
$23K - $25.4K
|
3.06K
$273K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.8K- 38.7% |
$1.44M - $1.59M
|
26.7K
$2.38M
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.6M- 96.39% |
$137M - $151M
|
60K
$5.35M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.9K+ 3.76% |
$163K - $179K
|
52.5K
$4.68M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-44- 0.86% |
$3.76K - $4.15K
|
5.07K
$452K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
446+ 1.35% |
$38.2K - $42.1K
|
33.5K
$2.99M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
35.1K+ 10.92% |
$3M - $3.31M
|
357K
$31.8M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.45KNew |
$295K - $325K
|
3.45K
$307K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
675+ 2.18% |
$57.7K - $63.7K
|
31.7K
$2.83M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.38K+ 8.92% |
$118K - $130K
|
16.8K
$1.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-836- 14.38% |
$71.5K - $78.9K
|
4.98K
$444K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 13.5% |
$174K - $191K
|
17.1K
$1.52M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8K- 10.86% |
$684K - $755K
|
65.6K
$5.85M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2.29KNew |
$196K - $216K
|
2.29K
$204K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
551+ 14.87% |
$47.1K - $52K
|
4.26K
$379K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.78K+ 7.42% |
$580K - $639K
|
98.1K
$8.75M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.24K+ 10.08% |
$106K - $117K
|
13.5K
$1.2M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
438New |
$37.5K - $41.3K
|
438
$39K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-26.2K- 96.24% |
$2.24M - $2.47M
|
1.02K
$91.3K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.28% |
$513 - $566
|
2.17K
$193K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 8.24% |
$8.56K - $9.43K
|
1.11K
$99.3K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-26K- 11.37% |
$2.22M - $2.45M
|
203K
$18.1M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
580New |
$49.6K - $54.7K
|
580
$51.7K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-681- 4.91% |
$58.3K - $64.2K
|
13.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27+ 0.77% |
$2.31K - $2.55K
|
3.55K
$316K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-164K- 34.68% |
$14M - $15.4M
|
308K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.36K- 62.65% |
$116K - $128K
|
809
$72.1K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.43K+ 32.63% |
$465K - $513K
|
22.1K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
76.3K+ 1308.68% |
$6.52M - $7.19M
|
82.1K
$7.32M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
45.5K+ 3.19% |
$3.89M - $4.29M
|
1.47M
$131M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.59K+ 10.33% |
$136K - $150K
|
17K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-259K- 86.63% |
$22.1M - $24.4M
|
39.9K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 3.09% |
$21.4K - $23.6K
|
7.84K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47.3K- 64.3% |
$4.05M - $4.46M
|
26.3K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 20.57% |
$191K - $211K
|
8.64K
$770K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-49K- 20.43% |
$4.19M - $4.62M
|
191K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
35+ 8.35% |
$2.99K - $3.3K
|
454
$40.5K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2+ 0.91% |
$171 - $189
|
222
$19.8K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
236+ 1.58% |
$20.2K - $22.3K
|
15.2K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Kearns & Associates LLC
|
BUY
|
- |
8+ 0.16% |
$684 - $755
|
5.08K
$452K
|
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
SELL
|
- |
-9.3K- 5.73% |
$795K - $877K
|
153K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-30- 0.37% |
$2.57K - $2.83K
|
8.18K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
25.7K+ 8.45% |
$2.2M - $2.43M
|
330K
$29.4M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-282- 3.6% |
$24.1K - $26.6K
|
7.54K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
43.8KNew |
$3.74M - $4.13M
|
43.8K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-82.9K- 10.85% |
$7.09M - $7.82M
|
681K
$60.7M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
47+ 0.92% |
$4.02K - $4.43K
|
5.15K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
167KNew |
$14.3M - $15.8M
|
167K
$14.9M
|