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
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.37K- 11.69% |
$118K - $130K
|
10.4K
$929K
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-528- 42.86% |
$45.2K - $49.8K
|
704
$63K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 18.69% |
$1.01M - $1.11M
|
74.7K
$6.68M
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-338- 4.22% |
$28.9K - $31.9K
|
7.68K
$687K
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-902- 6.72% |
$77.2K - $85.1K
|
12.5K
$1.12M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-41.6K- 2.98% |
$3.56M - $3.92M
|
1.35M
$121M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 13.4% |
$94.9K - $105K
|
9.38K
$840K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-273K- 14.37% |
$23.3M - $25.7M
|
1.62M
$145M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.76K+ 4.75% |
$322K - $355K
|
83K
$7.43M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300+ 9.73% |
$25.7K - $28.3K
|
3.38K
$303K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.18K- 3.15% |
$358K - $394K
|
129K
$11.5M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.14K+ 0.97% |
$696K - $768K
|
844K
$75.6M
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-3- 0.11% |
$257 - $283
|
2.79K
$249K
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.91K- 21.22% |
$506K - $558K
|
21.9K
$1.96M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
111+ 226.53% |
$9.5K - $10.5K
|
160
$14.3K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-8.54K- 17.58% |
$730K - $805K
|
40K
$3.58M
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-101- 1.45% |
$8.64K - $9.53K
|
6.84K
$612K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$85.6 - $94.3
|
1
$89.5
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
310+ 0.45% |
$26.5K - $29.2K
|
69.3K
$6.2M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.66K+ 7.56% |
$142K - $157K
|
23.7K
$2.12M
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
175New |
$15K - $16.5K
|
175
$15.7K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 1.83% |
$1.01M - $1.12M
|
657K
$58.8M
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.8KNew |
$240K - $264K
|
2.8K
$251K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
342+ 7.32% |
$29.3K - $32.3K
|
5.02K
$449K
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-40.5K- 11.99% |
$3.46M - $3.82M
|
297K
$26.6M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-1.86K- 43.22% |
$159K - $176K
|
2.45K
$219K
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
6+ 0.12% |
$513 - $566
|
4.98K
$446K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.86KNew |
$416K - $459K
|
4.86K
$435K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
62+ 0.89% |
$5.3K - $5.85K
|
6.99K
$626K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
820K+ 1384.79% |
$70.2M - $77.4M
|
880K
$78.7M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-49- 0.56% |
$4.19K - $4.62K
|
8.63K
$773K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17+ 0.48% |
$1.45K - $1.6K
|
3.57K
$320K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-13.2K- 36.53% |
$1.13M - $1.24M
|
22.9K
$2.05M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
73+ 13.25% |
$6.25K - $6.89K
|
624
$55.9K
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-2.38K- 46.34% |
$204K - $224K
|
2.76K
$247K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
10+ 1.14% |
$856 - $943
|
887
$79.4K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.53K+ 52.8% |
$216K - $238K
|
7.31K
$654K
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
1K+ 4.83% |
$85.6K - $94.4K
|
21.7K
$1.94M
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-409- 4.1% |
$35K - $38.6K
|
9.57K
$856K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-433- 8.38% |
$37K - $40.8K
|
4.73K
$424K
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.11K- 16.5% |
$180K - $199K
|
10.7K
$955K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-921K- 9.59% |
$78.8M - $86.9M
|
8.68M
$777M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140New |
$12K - $13.2K
|
140
$12.5K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.24K+ 37.51% |
$191K - $211K
|
8.2K
$734K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-696- 3.35% |
$59.5K - $65.7K
|
20.1K
$1.8M
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
101+ 1.92% |
$8.64K - $9.53K
|
5.37K
$481K
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-382- 43.02% |
$32.7K - $36K
|
506
$45.3K
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.5K- 5.1% |
$128K - $141K
|
27.8K
$2.49M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.29K+ 3.58% |
$196K - $216K
|
66.1K
$5.92M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
319+ 12.17% |
$27.3K - $30.1K
|
2.94K
$263K
|