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 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
53+ 0.19% |
$4.53K - $5K
|
27.6K
$2.47M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-588- 7.3% |
$50.3K - $55.5K
|
7.47K
$669K
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1- 0.02% |
$85.6 - $94.3
|
6.13K
$549K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-8.9K- 37.87% |
$761K - $840K
|
14.6K
$1.31M
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-146- 2.85% |
$12.5K - $13.8K
|
4.97K
$445K
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.63K+ 8.55% |
$396K - $437K
|
58.7K
$5.26M
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.41K- 1.92% |
$206K - $227K
|
123K
$11M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-132- 3.01% |
$11.3K - $12.5K
|
4.25K
$380K
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.55K+ 5.24% |
$133K - $147K
|
31.2K
$2.79M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-450- 81.23% |
$38.5K - $42.5K
|
104
$9.31K
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.99KNew |
$513K - $565K
|
5.99K
$536K
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.02% |
$85.6 - $94.3
|
4.94K
$442K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-998- 0.68% |
$85.4K - $94.2K
|
145K
$13M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.33K+ 64.13% |
$456K - $503K
|
13.7K
$1.22M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-73- 13.2% |
$6.25K - $6.89K
|
480
$43K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.59K+ 1.73% |
$649K - $716K
|
446K
$40M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.26KNew |
$193K - $213K
|
2.26K
$202K
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.42K+ 3.73% |
$720K - $794K
|
234K
$21M
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
535+ 14.66% |
$45.8K - $50.5K
|
4.19K
$375K
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.72K- 56.71% |
$319K - $351K
|
2.84K
$254K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.27K- 22.92% |
$279K - $308K
|
11K
$983K
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-161- 5.3% |
$13.8K - $15.2K
|
2.88K
$258K
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.98K- 14.73% |
$170K - $187K
|
11.5K
$1.03M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-86.1K- 2.57% |
$7.36M - $8.12M
|
3.26M
$292M
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.09K+ 2.11% |
$93.5K - $103K
|
53K
$4.75M
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-25- 0.71% |
$2.14K - $2.36K
|
3.47K
$311K
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-440- 1.19% |
$37.6K - $41.5K
|
36.5K
$3.27M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
56+ 1.2% |
$4.79K - $5.28K
|
4.72K
$422K
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
8.81K+ 26.19% |
$754K - $831K
|
42.5K
$3.8M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.91K+ 6.86% |
$334K - $369K
|
60.9K
$5.45M
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.09K+ 5.57% |
$179K - $197K
|
39.5K
$3.54M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.36K+ 66.23% |
$116K - $128K
|
3.41K
$305K
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-237K- 87.33% |
$20.3M - $22.4M
|
34.5K
$3.08M
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-602- 12.62% |
$51.5K - $56.8K
|
4.17K
$373K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-234- 2.76% |
$20K - $22.1K
|
8.24K
$738K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-108- 0.83% |
$9.24K - $10.2K
|
12.8K
$1.15M
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.17K+ 2.22% |
$100K - $111K
|
54K
$4.83M
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-510- 11.07% |
$43.6K - $48.1K
|
4.1K
$367K
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
150KNew |
$12.8M - $14.1M
|
150K
$13.4M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.2K- 6.1% |
$4.13M - $4.55M
|
742K
$66.5M
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
10+ 0.07% |
$856 - $943
|
14.5K
$1.3M
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.72K+ 9.18% |
$318K - $351K
|
44.2K
$3.96M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-30- 0.1% |
$2.57K - $2.83K
|
30.6K
$2.74M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.26KNew |
$193K - $213K
|
2.26K
$202K
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
2.26KNew |
$193K - $213K
|
2.26K
$202K
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
27KNew |
$2.31M - $2.55M
|
27K
$2.42M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-68.6K- 5.32% |
$5.87M - $6.48M
|
1.22M
$109M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.24K+ 0.17% |
$106K - $117K
|
730K
$65.3M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6- 0.03% |
$513 - $566
|
21.5K
$1.92M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-800- 6.89% |
$68.4K - $75.5K
|
10.8K
$968K
|