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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 29.77% |
$91.6K - $105K
|
5K
$460K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11.3K+ 12.35% |
$901K - $1.03M
|
103K
$9.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.54KNew |
$761K - $872K
|
9.54K
$877K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-602- 6.69% |
$48K - $55K
|
8.39K
$771K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10.2K- 2.85% |
$810K - $928K
|
346K
$31.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-40- 0.93% |
$3.19K - $3.66K
|
4.26K
$391K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
16+ 0.36% |
$1.28K - $1.46K
|
4.47K
$410K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.86K+ 6.77% |
$228K - $261K
|
45K
$4.14M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.16K- 20.41% |
$411K - $471K
|
20.1K
$1.85M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-4.85K- 8.93% |
$387K - $443K
|
49.4K
$4.54M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
45+ 0.99% |
$3.59K - $4.11K
|
4.6K
$422K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-130- 2.09% |
$10.4K - $11.9K
|
6.1K
$560K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.09K- 24.57% |
$86.6K - $99.2K
|
3.33K
$306K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-3.67K- 5.97% |
$293K - $335K
|
57.7K
$5.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-831- 1.08% |
$66.3K - $76K
|
76.4K
$7.02M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
11.6KNew |
$991K - $1.09M
|
11.6K
$1.06M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-297- 29.79% |
$25.4K - $28K
|
700
$64.3K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
160New |
$13.7K - $15.1K
|
160
$14.7K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.22KNew |
$105K - $115K
|
1.22K
$112K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.86KNew |
$244K - $270K
|
2.86K
$262K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-89.3K- 81.91% |
$7.64M - $8.43M
|
19.7K
$1.81M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-7.98K- 46.68% |
$683K - $753K
|
9.12K
$837K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
7New |
$599 - $660
|
7
$643
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
20New |
$1.71K - $1.89K
|
20
$1.84K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.36KNew |
$544K - $600K
|
6.36K
$584K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
448New |
$38.3K - $42.3K
|
448
$41.2K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.9K+ 3209.47% |
$2.81M - $3.1M
|
33.9K
$3.11M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
93+ 1.32% |
$7.96K - $8.77K
|
7.14K
$656K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.23K+ 18.54% |
$276K - $305K
|
20.6K
$1.9M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
7.35K+ 4.12% |
$629K - $693K
|
186K
$17M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.8K- 38.7% |
$1.44M - $1.59M
|
26.7K
$2.45M
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.6M- 96.39% |
$137M - $151M
|
60K
$5.51M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
446+ 1.35% |
$38.2K - $42.1K
|
33.5K
$3.08M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
35.1K+ 10.92% |
$3M - $3.31M
|
357K
$32.8M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.45KNew |
$295K - $325K
|
3.45K
$317K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
675+ 2.18% |
$57.7K - $63.7K
|
31.7K
$2.91M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.38K+ 8.92% |
$118K - $130K
|
16.8K
$1.55M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-836- 14.38% |
$71.5K - $78.9K
|
4.98K
$457K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 13.5% |
$174K - $191K
|
17.1K
$1.57M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8K- 10.86% |
$684K - $755K
|
65.6K
$6.03M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2.29KNew |
$196K - $216K
|
2.29K
$210K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
551+ 14.87% |
$47.1K - $52K
|
4.26K
$391K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.78K+ 7.42% |
$580K - $639K
|
98.1K
$9.01M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.24K+ 10.08% |
$106K - $117K
|
13.5K
$1.24M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
438New |
$37.5K - $41.3K
|
438
$40.2K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.28% |
$513 - $566
|
2.17K
$199K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 8.24% |
$8.56K - $9.43K
|
1.11K
$102K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-26K- 11.37% |
$2.22M - $2.45M
|
203K
$18.6M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
580New |
$49.6K - $54.7K
|
580
$53.3K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-681- 4.91% |
$58.3K - $64.2K
|
13.2K
$1.21M
|
|