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 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
873+ 2.57% |
$69.7K - $79.8K
|
34.9K
$3.24M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-197- 0.76% |
$15.7K - $18K
|
25.9K
$2.4M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3K+ 5.48% |
$239K - $274K
|
57.7K
$5.36M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.19K- 35.78% |
$334K - $383K
|
7.51K
$697K
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
173+ 123.57% |
$13.8K - $15.8K
|
313
$29K
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
365New |
$29.1K - $33.4K
|
365
$33.9K
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
846+ 11.58% |
$67.5K - $77.3K
|
8.15K
$757K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
40.9K+ 5.17% |
$3.27M - $3.74M
|
832K
$77.3M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-2.15K- 7.22% |
$172K - $197K
|
27.7K
$2.57M
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
BUY
|
- |
150+ 0.82% |
$12K - $13.7K
|
18.4K
$1.71M
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-23.2K- 27.69% |
$1.85M - $2.12M
|
60.5K
$5.62M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.1K- 39.17% |
$1.53M - $1.75M
|
29.7K
$2.76M
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14.1K+ 77.56% |
$1.13M - $1.29M
|
32.3K
$3M
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-18.5K- 22.41% |
$1.47M - $1.69M
|
64K
$5.94M
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-5.19K- 98.99% |
$414K - $474K
|
53
$4.92K
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.7K- 40.93% |
$215K - $247K
|
3.9K
$362K
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.55K+ 48.51% |
$603K - $690K
|
23.1K
$2.15M
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.97K- 5.4% |
$157K - $180K
|
34.5K
$3.2M
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
47+ 0.62% |
$3.75K - $4.3K
|
7.63K
$708K
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-670- 6.96% |
$53.5K - $61.3K
|
8.96K
$832K
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.3K+ 1.69% |
$104K - $119K
|
78.4K
$7.27M
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-249- 4.84% |
$19.9K - $22.8K
|
4.9K
$455K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
136+ 1.06% |
$10.9K - $12.4K
|
13K
$1.2M
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-37- 7.86% |
$2.95K - $3.38K
|
434
$40.3K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-411- 2.44% |
$32.8K - $37.6K
|
16.5K
$1.53M
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1+ 0.04% |
$79.8 - $91.4
|
2.75K
$256K
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.27K+ 1.5% |
$181K - $207K
|
153K
$14.2M
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-957- 27.76% |
$76.4K - $87.5K
|
2.49K
$231K
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 4.78% |
$83.9K - $96.1K
|
23K
$2.14M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.12% |
$160 - $183
|
1.7K
$158K
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-692- 19.75% |
$55.2K - $63.3K
|
2.81K
$261K
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5- 0.14% |
$399 - $457
|
3.47K
$322K
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.68K+ 3.96% |
$613K - $702K
|
202K
$18.7M
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.22K+ 8.04% |
$257K - $294K
|
43.3K
$4.02M
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-373- 5.7% |
$29.8K - $34.1K
|
6.17K
$573K
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.33K- 24.09% |
$186K - $213K
|
7.34K
$681K
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
2.06K+ 1.76% |
$165K - $189K
|
120K
$11.1M
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.01K+ 3.33% |
$400K - $458K
|
156K
$14.4M
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
2.34KNew |
$186K - $213K
|
2.34K
$217K
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14.4K+ 2.54% |
$1.15M - $1.31M
|
581K
$53.9M
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-55- 1.84% |
$4.39K - $5.03K
|
2.93K
$272K
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-602K- 97.48% |
$48.1M - $55.1M
|
15.6K
$1.45M
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-2.45K- 38.71% |
$195K - $224K
|
3.88K
$360K
|
|
Aug 01, 2025
Q2 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-220- 20.97% |
$17.6K - $20.1K
|
829
$76.9K
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.92K- 9.68% |
$153K - $175K
|
17.9K
$1.66M
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.89K+ 10.68% |
$151K - $173K
|
19.6K
$1.82M
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-60- 1.44% |
$4.79K - $5.49K
|
4.11K
$381K
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.76K- 54.44% |
$380K - $436K
|
3.99K
$370K
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-2- 28.57% |
$160 - $183
|
5
$464
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
60+ 1.2% |
$4.79K - $5.49K
|
5.06K
$469K
|