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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
162+ 3.81% |
$13.9K - $15.3K
|
4.42K
$396K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
63+ 0.46% |
$5.39K - $5.94K
|
13.7K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
3.49K+ 9.18% |
$298K - $329K
|
41.5K
$3.72M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5+ 0.1% |
$428 - $472
|
4.88K
$438K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.73K+ 3.16% |
$319K - $352K
|
122K
$10.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
271+ 3.62% |
$23.2K - $25.6K
|
7.76K
$696K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.5K+ 6.27% |
$300K - $330K
|
59.4K
$5.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.32K+ 39.11% |
$113K - $125K
|
4.7K
$422K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
316+ 2.47% |
$27K - $29.8K
|
13.1K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.02K- 4.54% |
$87.2K - $96.1K
|
21.4K
$1.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
6.75KNew |
$577K - $637K
|
6.75K
$605K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-433- 8.78% |
$37K - $40.8K
|
4.5K
$404K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.78K+ 4.28% |
$409K - $451K
|
117K
$10.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
46+ 1.02% |
$3.94K - $4.34K
|
4.55K
$408K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 13.83% |
$8.81K - $9.72K
|
848
$76.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
49.1K+ 11471.26% |
$4.2M - $4.63M
|
49.5K
$4.44M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.19K+ 33.98% |
$102K - $112K
|
4.7K
$421K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
623+ 19.27% |
$53.3K - $58.8K
|
3.86K
$346K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.54K+ 5.22% |
$388K - $428K
|
91.4K
$8.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
98+ 0.97% |
$8.38K - $9.25K
|
10.2K
$915K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.63KNew |
$311K - $343K
|
3.63K
$326K
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.4K- 98.42% |
$1.06M - $1.17M
|
200
$17.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-186- 2.67% |
$15.9K - $17.5K
|
6.79K
$609K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.24K- 33.03% |
$192K - $212K
|
4.55K
$408K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-9- 0.25% |
$770 - $849
|
3.64K
$327K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
2.4K+ 4.62% |
$205K - $226K
|
54.2K
$4.87M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.22K- 5.0% |
$190K - $209K
|
42.2K
$3.78M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-21K- 25.51% |
$1.8M - $1.98M
|
61.4K
$5.51M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.92K- 10.35% |
$249K - $275K
|
25.3K
$2.27M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.3K+ 5.83% |
$1.4M - $1.54M
|
296K
$26.6M
|
|
| Q4 2024 | |||||||
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
11.9KNew |
$1.05M - $1.18M
|
11.9K
$1.07M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.38KNew |
$385K - $432K
|
4.38K
$393K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20+ 100.0% |
$1.76K - $1.97K
|
40
$3.59K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.43M+ 7788.21% |
$740M - $831M
|
8.54M
$766M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
389New |
$34.2K - $38.4K
|
389
$34.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
11.9KNew |
$1.05M - $1.18M
|
11.9K
$1.07M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.05K- 7.05% |
$92.4K - $104K
|
13.9K
$1.24M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
204New |
$17.9K - $20.1K
|
204
$18.3K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.26KNew |
$286K - $321K
|
3.26K
$292K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
12+ 0.31% |
$1.05K - $1.18K
|
3.83K
$344K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.94K- 7.61% |
$171K - $192K
|
23.6K
$2.12M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.5K- 0.73% |
$220K - $247K
|
342K
$30.7M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.3K- 62.42% |
$993K - $1.11M
|
6.8K
$610K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3.48KNew |
$306K - $343K
|
3.48K
$312K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.45KNew |
$303K - $340K
|
3.45K
$309K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
304New |
$26.7K - $30K
|
304
$27.3K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1K- 23.41% |
$87.9K - $98.6K
|
3.27K
$294K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.5K+ 59.45% |
$1.01M - $1.13M
|
30.8K
$2.76M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
17+ 0.09% |
$1.49K - $1.68K
|
19.4K
$1.74M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
8.35KNew |
$733K - $823K
|
8.35K
$749K
|
|