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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
16.2KNew |
$1.43M - $1.6M
|
16.2K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
26.4K+ 4.47% |
$2.32M - $2.61M
|
618K
$56.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-4.1K- 4.34% |
$360K - $404K
|
90.5K
$8.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
30.8K+ 781.19% |
$2.71M - $3.04M
|
34.8K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.49K+ 49.13% |
$131K - $147K
|
4.53K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
732+ 5.75% |
$64.3K - $72.2K
|
13.5K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 0.26% |
$703 - $789
|
3.08K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 3.0% |
$22K - $24.7K
|
8.09K
$741K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-54.1K- 1.59% |
$4.76M - $5.34M
|
3.35M
$307M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-318- 6.26% |
$27.9K - $31.4K
|
4.76K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
109KNew |
$9.61M - $10.8M
|
109K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.5KNew |
$307K - $345K
|
3.5K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.21KNew |
$106K - $119K
|
1.21K
$111K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.07KNew |
$182K - $204K
|
2.07K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
2.51KNew |
$220K - $247K
|
2.51K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.93KNew |
$258K - $289K
|
2.93K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
458+ 2.15% |
$40.2K - $45.2K
|
21.8K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
33New |
$2.9K - $3.25K
|
33
$3.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-143- 30.89% |
$12.6K - $14.1K
|
320
$29.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.32K+ 8.96% |
$116K - $131K
|
16.1K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.03K+ 3.12% |
$90.1K - $101K
|
33.9K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 1.77% |
$1.15M - $1.3M
|
729K
$66.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5+ 0.13% |
$439 - $493
|
3.85K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-54.1K- 28.74% |
$4.75M - $5.33M
|
134K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.94K+ 22.4% |
$258K - $289K
|
16K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-14.2K- 23.68% |
$1.25M - $1.4M
|
45.7K
$4.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.43K+ 18.9% |
$126K - $141K
|
9K
$825K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-51.5K- 45.93% |
$4.52M - $5.07M
|
60.6K
$5.55M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.75K+ 35.11% |
$242K - $272K
|
10.6K
$971K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
34New |
$2.99K - $3.35K
|
34
$3.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-698- 10.48% |
$61.3K - $68.8K
|
5.96K
$546K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
4.34KNew |
$381K - $427K
|
4.34K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-991- 7.1% |
$87.1K - $97.7K
|
13K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-250- 7.94% |
$22K - $24.7K
|
2.9K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.23KNew |
$108K - $121K
|
1.23K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.2K- 7.68% |
$986K - $1.11M
|
135K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
68+ 2.48% |
$5.97K - $6.7K
|
2.81K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
63+ 1.52% |
$5.53K - $6.21K
|
4.22K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-520- 8.32% |
$45.7K - $51.3K
|
5.73K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.18K- 4.33% |
$543K - $609K
|
137K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-74- 2.54% |
$6.5K - $7.3K
|
2.84K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-269- 0.6% |
$23.6K - $26.5K
|
44.7K
$4.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-81- 0.13% |
$7.12K - $7.99K
|
60.5K
$5.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.53K- 23.4% |
$398K - $447K
|
14.8K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-202- 39.45% |
$17.7K - $19.9K
|
310
$28.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.38K+ 0.46% |
$121K - $136K
|
299K
$27.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.18K+ 8.16% |
$191K - $214K
|
28.8K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.09K+ 8.95% |
$535K - $600K
|
74.1K
$6.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.61K+ 5.81% |
$141K - $159K
|
29.3K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.96KNew |
$348K - $390K
|
3.96K
$362K
|