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 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.8K+ 113.76% |
$1.04M - $1.16M
|
22.2K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-725- 3.2% |
$63.7K - $71.5K
|
21.9K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28.5KNew |
$2.5M - $2.81M
|
28.5K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
43+ 0.25% |
$3.78K - $4.24K
|
17K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
5.52KNew |
$485K - $544K
|
5.52K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
79+ 1.63% |
$6.94K - $7.79K
|
4.94K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5+ 0.57% |
$439 - $493
|
885
$81.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.03KNew |
$266K - $299K
|
3.03K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
13.1KNew |
$1.15M - $1.29M
|
13.1K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.73K+ 1.55% |
$240K - $269K
|
179K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-375- 1.14% |
$32.9K - $37K
|
32.5K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 2.95% |
$1.92M - $2.15M
|
718K
$65.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.04K- 6.33% |
$91.5K - $103K
|
15.4K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12.1K+ 13.43% |
$1.06M - $1.19M
|
102K
$9.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
302+ 0.37% |
$26.5K - $29.8K
|
81.8K
$7.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
227+ 0.7% |
$19.9K - $22.4K
|
32.8K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
2.47K+ 0.49% |
$217K - $243K
|
501K
$45.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-14.6K- 26.63% |
$1.28M - $1.44M
|
40.2K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37.9K- 78.33% |
$3.33M - $3.74M
|
10.5K
$962K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
18New |
$1.58K - $1.77K
|
18
$1.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.56K- 60.94% |
$752K - $844K
|
5.49K
$503K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-360- 1.73% |
$31.6K - $35.5K
|
20.4K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield University
|
BUY
|
- |
1.96K+ 0.96% |
$172K - $193K
|
205K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.04K+ 45.55% |
$90.9K - $102K
|
3.31K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.29K+ 20.43% |
$201K - $225K
|
13.5K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
73+ 0.52% |
$6.41K - $7.2K
|
14.2K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.09% |
$351 - $394
|
4.35K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.51K+ 1432.24% |
$308K - $346K
|
3.75K
$344K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10.6K+ 7.74% |
$927K - $1.04M
|
147K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
47+ 9.33% |
$4.13K - $4.63K
|
551
$50.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-17.7K- 15.04% |
$1.55M - $1.74M
|
99.8K
$9.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
131+ 0.56% |
$11.5K - $12.9K
|
23.6K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-8.58K- 9.09% |
$754K - $846K
|
85.8K
$7.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
16.2K+ 52.91% |
$1.42M - $1.6M
|
46.8K
$4.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
232+ 5.1% |
$20.4K - $22.9K
|
4.78K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-42.7K- 4.6% |
$3.75M - $4.21M
|
885K
$81M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3+ 9.68% |
$264 - $296
|
34
$3.12K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.46K+ 20.93% |
$216K - $243K
|
14.2K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.6KNew |
$1.28M - $1.43M
|
14.6K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-142- 10.73% |
$12.5K - $14K
|
1.18K
$108K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.4K- 2.07% |
$1.01M - $1.13M
|
541K
$49.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.24K+ 14.92% |
$197K - $221K
|
17.3K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
142+ 1.7% |
$12.5K - $14K
|
8.48K
$777K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
219+ 0.31% |
$19.2K - $21.6K
|
70.6K
$6.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
321+ 2.63% |
$28.2K - $31.7K
|
12.5K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-724- 3.67% |
$63.6K - $71.4K
|
19K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.89K+ 5.12% |
$341K - $383K
|
79.8K
$7.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-702- 1.43% |
$61.7K - $69.2K
|
48.6K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-287- 9.81% |
$25.2K - $28.3K
|
2.64K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.84K+ 222.62% |
$513K - $575K
|
8.46K
$775K
|