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 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
12K+ 27.22% |
$960K - $1.1M
|
56.3K
$5.22M
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-41.6K- 22.08% |
$3.32M - $3.81M
|
147K
$13.6M
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
261KNew |
$20.8M - $23.8M
|
261K
$24.2M
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-24.4K- 28.16% |
$1.94M - $2.23M
|
62.1K
$5.77M
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
20.9K+ 23.99% |
$1.67M - $1.91M
|
108K
$10M
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-19- 2.14% |
$1.52K - $1.74K
|
868
$80.6K
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-10K- 55.33% |
$798K - $914K
|
8.08K
$750K
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-102- 1.3% |
$8.14K - $9.32K
|
7.76K
$720K
|
|
Aug 05, 2025
Q2 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
403+ 12.3% |
$32.2K - $36.8K
|
3.68K
$341K
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-883- 1.73% |
$70.5K - $80.7K
|
50.2K
$4.65M
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
694+ 4.89% |
$55.4K - $63.4K
|
14.9K
$1.38M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
722+ 1.85% |
$57.6K - $66K
|
39.7K
$3.68M
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
4.26K+ 3.62% |
$340K - $389K
|
122K
$11.3M
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
15.8K+ 172.68% |
$1.26M - $1.44M
|
24.9K
$2.31M
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.45% |
$239 - $274
|
669
$62.1K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.18K+ 38.98% |
$333K - $382K
|
14.9K
$1.38M
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-958- 74.44% |
$76.4K - $87.6K
|
329
$30.5K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.38K+ 28.6% |
$190K - $218K
|
10.7K
$994K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.9K- 7.61% |
$867K - $994K
|
132K
$12.3M
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.49K+ 110.1% |
$278K - $319K
|
6.65K
$618K
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-2.76K- 17.58% |
$221K - $253K
|
13K
$1.2M
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-15- 0.58% |
$1.2K - $1.37K
|
2.56K
$237K
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-112K- 94.61% |
$8.92M - $10.2M
|
6.37K
$591K
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.12K- 12.49% |
$89.7K - $103K
|
7.88K
$731K
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
41+ 0.8% |
$3.27K - $3.75K
|
5.2K
$482K
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.69K- 11.67% |
$773K - $886K
|
73.3K
$6.8M
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-601- 8.49% |
$48K - $54.9K
|
6.47K
$601K
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
26.8KNew |
$2.14M - $2.45M
|
26.8K
$2.49M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-940- 0.88% |
$75K - $85.9K
|
106K
$9.81M
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.91KNew |
$232K - $266K
|
2.91K
$270K
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
65+ 1.66% |
$5.19K - $5.94K
|
3.97K
$368K
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.9K+ 60.99% |
$1.67M - $1.91M
|
55.2K
$5.12M
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
316+ 4.33% |
$25.2K - $28.9K
|
7.61K
$707K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-290- 6.13% |
$23.1K - $26.5K
|
4.44K
$412K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.38% |
$79.8 - $91.4
|
264
$24.5K
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-283- 8.57% |
$22.6K - $25.9K
|
3.02K
$280K
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
120+ 1.01% |
$9.57K - $11K
|
12K
$1.11M
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
96+ 0.84% |
$7.66K - $8.78K
|
11.5K
$1.07M
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.65K- 9.23% |
$132K - $151K
|
16.2K
$1.51M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-502- 9.71% |
$40.1K - $45.9K
|
4.67K
$433K
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-160- 0.81% |
$12.8K - $14.6K
|
19.5K
$1.81M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.51K- 7.4% |
$120K - $138K
|
18.9K
$1.75M
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
22K+ 24.33% |
$1.76M - $2.01M
|
112K
$10.4M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-575- 18.37% |
$45.9K - $52.6K
|
2.56K
$237K
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.87K+ 3.17% |
$149K - $171K
|
60.9K
$5.65M
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-420- 8.17% |
$33.5K - $38.4K
|
4.72K
$438K
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
22+ 0.89% |
$1.76K - $2.01K
|
2.5K
$232K
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-52- 0.63% |
$4.15K - $4.75K
|
8.18K
$759K
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
14+ 0.47% |
$1.12K - $1.28K
|
2.99K
$277K
|