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 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
104+ 44.83% |
$8.3K - $9.51K
|
336
$31.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
854+ 22.06% |
$68.1K - $78.1K
|
4.73K
$439K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-172- 27.13% |
$13.7K - $15.7K
|
462
$42.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-24.4K- 23.42% |
$1.95M - $2.23M
|
79.8K
$7.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-49.7K- 86.63% |
$3.96M - $4.54M
|
7.67K
$712K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-2- 0.05% |
$160 - $183
|
4.22K
$391K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.6K- 13.96% |
$128K - $147K
|
9.88K
$917K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3+ 0.06% |
$239 - $274
|
4.83K
$448K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-758- 13.96% |
$60.5K - $69.3K
|
4.67K
$434K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.65K- 4.68% |
$211K - $242K
|
54K
$5.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
428+ 0.79% |
$34.2K - $39.1K
|
54.3K
$5.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.24K+ 18.41% |
$99.1K - $114K
|
7.99K
$741K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.07K+ 8.83% |
$165K - $189K
|
25.5K
$2.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-70- 4.88% |
$5.59K - $6.4K
|
1.36K
$127K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
22+ 0.72% |
$1.76K - $2.01K
|
3.09K
$287K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
7.6K+ 19.24% |
$607K - $695K
|
47.1K
$4.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
70+ 1.51% |
$5.59K - $6.4K
|
4.69K
$436K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-18.1K- 63.94% |
$1.45M - $1.66M
|
10.2K
$950K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-774- 1.44% |
$61.8K - $70.8K
|
53.1K
$4.92M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.29K+ 10.53% |
$103K - $118K
|
13.5K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
7New |
$559 - $640
|
7
$650
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.92K+ 2.8% |
$153K - $175K
|
70.4K
$6.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
270+ 36.83% |
$21.5K - $24.7K
|
1K
$93.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-517- 5.95% |
$41.3K - $47.3K
|
8.18K
$759K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.3K- 14.22% |
$3.29M - $3.78M
|
249K
$23.1M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.54K- 21.48% |
$282K - $324K
|
12.9K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
151+ 2.57% |
$12K - $13.8K
|
6.04K
$560K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-26.8K- 2.23% |
$2.14M - $2.45M
|
1.17M
$109M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.68K- 12.88% |
$213K - $245K
|
18.1K
$1.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-1.93K- 10.8% |
$154K - $176K
|
15.9K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.77K- 5.93% |
$301K - $345K
|
59.8K
$5.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-133- 5.12% |
$10.6K - $12.2K
|
2.46K
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.71K- 33.06% |
$137K - $157K
|
3.47K
$322K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-149- 16.89% |
$11.9K - $13.6K
|
733
$68K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-31- 0.85% |
$2.47K - $2.83K
|
3.63K
$337K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.39K- 37.02% |
$271K - $310K
|
5.77K
$536K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
208+ 2.37% |
$16.6K - $19K
|
8.98K
$833K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 5.44% |
$3.99K - $4.57K
|
869
$80.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
18.4K+ 12.17% |
$1.47M - $1.68M
|
169K
$15.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.9K+ 9.64% |
$1.35M - $1.54M
|
192K
$17.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
11.4K+ 23691.67% |
$907K - $1.04M
|
11.4K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-522- 4.33% |
$41.7K - $47.7K
|
11.5K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.89K+ 6.47% |
$151K - $173K
|
31.1K
$2.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.44K+ 10.7% |
$594K - $681K
|
77K
$7.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-24.3K- 11.25% |
$1.94M - $2.22M
|
191K
$17.8M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
3.96K+ 2.0% |
$316K - $362K
|
202K
$18.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.7K- 6.92% |
$216K - $247K
|
36.3K
$3.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-564- 1.16% |
$45K - $51.6K
|
48.1K
$4.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
133+ 1.47% |
$10.6K - $12.2K
|
9.2K
$854K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
369+ 1.55% |
$29.4K - $33.7K
|
24.2K
$2.24M
|