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 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-111- 3.24% |
$8.86K - $10.1K
|
3.31K
$307K
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-1.04K- 17.97% |
$82.7K - $94.8K
|
4.73K
$439K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.4K- 1.26% |
$1.23M - $1.41M
|
1.21M
$112M
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
960+ 9.72% |
$76.6K - $87.8K
|
10.8K
$1.01M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.7K- 12.42% |
$855K - $980K
|
75.6K
$7.02M
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
1.01K+ 0.66% |
$80.3K - $92K
|
154K
$14.3M
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.19K- 6.26% |
$94.9K - $109K
|
17.8K
$1.65M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17+ 1.24% |
$1.36K - $1.55K
|
1.38K
$128K
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.54K+ 3.46% |
$122K - $140K
|
45.9K
$4.26M
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.39K+ 6.47% |
$111K - $127K
|
22.9K
$2.12M
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
36+ 0.95% |
$2.87K - $3.29K
|
3.84K
$357K
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-187- 2.08% |
$14.9K - $17.1K
|
8.82K
$819K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.41K- 19.12% |
$272K - $312K
|
14.4K
$1.34M
|
|
Aug 08, 2025
Q2 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.56K+ 0.41% |
$124K - $142K
|
380K
$35.3M
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
580+ 3.77% |
$46.3K - $53K
|
16K
$1.48M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
372+ 53.76% |
$29.7K - $34K
|
1.06K
$98.7K
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
117+ 1.23% |
$9.34K - $10.7K
|
9.59K
$890K
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-241- 2.12% |
$19.2K - $22K
|
11.1K
$1.03M
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-181K- 96.12% |
$14.5M - $16.6M
|
7.32K
$679K
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-1.99K- 6.18% |
$159K - $182K
|
30.2K
$2.8M
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.0% |
$79.8 - $91.4
|
20.5K
$1.9M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.51K- 5.63% |
$280K - $321K
|
58.9K
$5.47M
|
|
Aug 08, 2025
Q2 2025
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-46.2K- 54.36% |
$3.69M - $4.23M
|
38.8K
$3.6M
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-576- 12.73% |
$46K - $52.7K
|
3.95K
$367K
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.16K- 2.46% |
$491K - $563K
|
245K
$22.7M
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-1.35K- 1.97% |
$108K - $124K
|
67.5K
$6.27M
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
59.8K+ 24.03% |
$4.77M - $5.47M
|
309K
$28.6M
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-242- 3.39% |
$19.3K - $22.1K
|
6.9K
$640K
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-365- 11.04% |
$29.1K - $33.4K
|
2.94K
$273K
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-135- 6.03% |
$10.8K - $12.3K
|
2.1K
$195K
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-992- 3.09% |
$79.2K - $90.7K
|
31.1K
$2.89M
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.5K+ 6.3% |
$279K - $320K
|
59K
$5.48M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
110+ 1.45% |
$8.78K - $10.1K
|
7.71K
$715K
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
30.5K+ 243.49% |
$2.44M - $2.79M
|
43.1K
$4M
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.63% |
$79.8 - $91.4
|
161
$14.9K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
385+ 2.49% |
$30.7K - $35.2K
|
15.9K
$1.47M
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
972+ 8.85% |
$77.6K - $88.9K
|
12K
$1.11M
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.47K+ 6.75% |
$117K - $134K
|
23.2K
$2.15M
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
578K+ 4.17% |
$46.1M - $52.8M
|
14.4M
$1.34B
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
753+ 4.47% |
$60.1K - $68.8K
|
17.6K
$1.63M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.5K+ 2.46% |
$1.79M - $2.05M
|
937K
$86.9M
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-493- 10.99% |
$39.3K - $45.1K
|
3.99K
$371K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-63.1K- 4.96% |
$5.04M - $5.77M
|
1.21M
$112M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.84K- 1.6% |
$626K - $717K
|
482K
$44.7M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-536K- 3.77% |
$42.8M - $49M
|
13.7M
$1.27B
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-25.1K- 4.72% |
$2M - $2.3M
|
507K
$47.1M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.31K+ 5.64% |
$344K - $394K
|
80.7K
$7.49M
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2+ 0.06% |
$160 - $183
|
3.26K
$302K
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.29K+ 8.89% |
$103K - $118K
|
15.8K
$1.47M
|