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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
670+ 15.42% |
$58.9K - $66.1K
|
5.01K
$454K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-44- 0.71% |
$3.87K - $4.34K
|
6.11K
$554K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 3.9% |
$930K - $1.04M
|
282K
$25.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
366KNew |
$32.1M - $36.1M
|
366K
$33.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
184K+ 18.76% |
$16.2M - $18.2M
|
1.17M
$106M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
78+ 4.14% |
$6.85K - $7.69K
|
1.96K
$178K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.05K- 3.74% |
$180K - $202K
|
52.8K
$4.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.26K+ 15.49% |
$287K - $322K
|
24.3K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
2.54K+ 5.13% |
$223K - $250K
|
52K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
54+ 0.24% |
$4.74K - $5.32K
|
22.2K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-136K- 54.12% |
$11.9M - $13.4M
|
115K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2K- 0.98% |
$175K - $197K
|
202K
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
371K+ 3.24% |
$32.5M - $36.5M
|
11.8M
$1.07B
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.2K- 21.61% |
$899K - $1.01M
|
37.1K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
106K+ 39.02% |
$9.33M - $10.5M
|
378K
$34.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-5.84K- 35.62% |
$513K - $575K
|
10.5K
$955K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
73+ 0.56% |
$6.41K - $7.2K
|
13K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
676New |
$59.4K - $66.7K
|
676
$61.2K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.66KNew |
$409K - $459K
|
4.66K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
20.2KNew |
$1.78M - $1.99M
|
20.2K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-296- 3.71% |
$26K - $29.2K
|
7.67K
$695K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-376- 5.05% |
$33K - $37.1K
|
7.07K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
261New |
$22.9K - $25.7K
|
261
$23.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-946- 1.76% |
$83.1K - $93.3K
|
52.8K
$4.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
879+ 26.08% |
$77.2K - $86.7K
|
4.25K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.71KNew |
$150K - $168K
|
1.71K
$155K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46.9KNew |
$4.12M - $4.62M
|
46.9K
$4.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
445+ 1.6% |
$39.1K - $43.9K
|
28.2K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.25K+ 1.91% |
$109K - $123K
|
66.6K
$6.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
994+ 3.37% |
$87.3K - $98K
|
30.5K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-22- 0.09% |
$1.93K - $2.17K
|
23.5K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.84K+ 8.31% |
$161K - $181K
|
23.9K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
45+ 1.68% |
$3.95K - $4.44K
|
2.72K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-464- 13.06% |
$40.8K - $45.8K
|
3.09K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-73.9K- 44.86% |
$6.5M - $7.29M
|
90.9K
$8.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-282- 0.36% |
$24.8K - $27.8K
|
77.9K
$7.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
24+ 0.47% |
$2.11K - $2.37K
|
5.18K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-504- 2.03% |
$44.3K - $49.7K
|
24.3K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.99K- 17.79% |
$175K - $196K
|
9.2K
$833K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-132- 4.52% |
$11.6K - $13K
|
2.79K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.92K- 6.96% |
$168K - $189K
|
25.6K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-701- 5.5% |
$61.6K - $69.1K
|
12K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-131- 5.02% |
$11.5K - $12.9K
|
2.48K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.02K+ 5.45% |
$89.3K - $100K
|
19.6K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
60+ 2.61% |
$5.27K - $5.92K
|
2.36K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-179- 1.22% |
$15.7K - $17.6K
|
14.4K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.23K+ 1.56% |
$108K - $121K
|
80.1K
$7.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.07K- 14.79% |
$182K - $204K
|
11.9K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 1.77% |
$1.14K - $1.28K
|
746
$67.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
568+ 4.79% |
$49.9K - $56K
|
12.4K
$1.12M
|