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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 0.72% |
$4.28K - $4.72K
|
6.91K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
47+ 0.66% |
$4.02K - $4.43K
|
7.2K
$645K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.5K+ 4.0% |
$471K - $519K
|
143K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22K+ 5.68% |
$1.88M - $2.08M
|
409K
$36.6M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.98K- 6.5% |
$255K - $281K
|
42.8K
$3.83M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-468- 0.5% |
$40K - $44.2K
|
93.1K
$8.34M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-89.8K- 96.15% |
$7.68M - $8.47M
|
3.59K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-355- 3.81% |
$30.4K - $33.5K
|
8.95K
$802K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-240- 1.66% |
$20.5K - $22.6K
|
14.2K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
66.9K+ 67.04% |
$5.72M - $6.31M
|
167K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-24.3K- 90.91% |
$2.08M - $2.3M
|
2.43K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.4K- 10.51% |
$1.06M - $1.17M
|
105K
$9.44M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
38K+ 9.32% |
$3.25M - $3.59M
|
446K
$39.9M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.6% |
$342 - $377
|
666
$59.6K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
12.7K+ 9.75% |
$1.09M - $1.2M
|
143K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-117K- 2.52% |
$10M - $11.1M
|
4.54M
$406M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.01M+ 87.52% |
$343M - $379M
|
8.6M
$770M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-251- 7.66% |
$21.5K - $23.7K
|
3.02K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.05K- 4.37% |
$261K - $288K
|
66.8K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-121- 0.49% |
$10.4K - $11.4K
|
24.5K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.56K- 7.22% |
$219K - $242K
|
32.9K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.71K- 2.58% |
$232K - $256K
|
102K
$9.15M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
9.07KNew |
$776K - $856K
|
9.07K
$812K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
987+ 7.09% |
$84.4K - $93.1K
|
14.9K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.46K- 23.42% |
$724K - $798K
|
27.7K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
661K+ 47.48% |
$56.5M - $62.4M
|
2.05M
$184M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.7K+ 0.31% |
$1.09M - $1.2M
|
4.17M
$374M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
122+ 1.33% |
$10.4K - $11.5K
|
9.32K
$835K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.78% |
$85.6 - $94.3
|
37
$3.31K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5+ 1.81% |
$428 - $472
|
282
$25.2K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-993- 7.61% |
$85K - $93.7K
|
12.1K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.85K- 13.0% |
$159K - $175K
|
12.4K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-56.9K- 39.68% |
$4.87M - $5.37M
|
86.5K
$7.74M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$257 - $283
|
3
$269
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.86K- 67.3% |
$587K - $647K
|
3.33K
$298K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
4.11K+ 5.86% |
$352K - $388K
|
74.3K
$6.65M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
SELL
|
- |
-66- 0.8% |
$5.65K - $6.23K
|
8.21K
$735K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
37K+ 88.79% |
$3.17M - $3.5M
|
78.8K
$7.05M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
7.6K+ 11.34% |
$650K - $717K
|
74.6K
$6.68M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-4.26K- 11.67% |
$364K - $402K
|
32.2K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 8.56% |
$907K - $1M
|
135K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-28.4K- 62.3% |
$2.43M - $2.68M
|
17.2K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2+ 0.04% |
$171 - $189
|
5.51K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-24.3K- 85.23% |
$2.08M - $2.29M
|
4.21K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-40- 1.61% |
$3.42K - $3.77K
|
2.45K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
569+ 3.2% |
$48.7K - $53.7K
|
18.4K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-550- 18.87% |
$47.1K - $51.9K
|
2.36K
$212K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.2K- 3.48% |
$2.66M - $2.94M
|
863K
$77.3M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
803New |
$68.7K - $75.8K
|
803
$71.9K
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
26+ 0.03% |
$2.22K - $2.45K
|
84.4K
$7.56M
|