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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
81+ 4.05% |
$6.46K - $7.41K
|
2.08K
$193K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.9K+ 27.49% |
$311K - $356K
|
18.1K
$1.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
822+ 2.14% |
$65.6K - $75.1K
|
39.1K
$3.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
63.1K+ 24.0% |
$5.03M - $5.77M
|
326K
$30.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.02K+ 27.36% |
$400K - $459K
|
23.3K
$2.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
4+ 0.12% |
$319 - $366
|
3.48K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
217K+ 2.53% |
$17.3M - $19.8M
|
8.78M
$815M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6.55K+ 5.37% |
$523K - $599K
|
128K
$11.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
33+ 1.17% |
$2.63K - $3.02K
|
2.85K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-388K- 14.43% |
$31M - $35.5M
|
2.3M
$214M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.85K- 5.47% |
$387K - $443K
|
83.8K
$7.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-38.7K- 25.59% |
$3.09M - $3.54M
|
113K
$10.5M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-583- 3.47% |
$46.5K - $53.3K
|
16.2K
$1.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
16+ 0.41% |
$1.28K - $1.46K
|
3.96K
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-174- 3.51% |
$13.9K - $15.9K
|
4.79K
$444K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
397+ 0.74% |
$31.7K - $36.3K
|
54.4K
$5.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-86- 3.29% |
$6.86K - $7.86K
|
2.53K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.78K+ 9.75% |
$302K - $346K
|
42.6K
$3.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-6.51K- 14.2% |
$519K - $595K
|
39.3K
$3.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-100- 0.16% |
$7.98K - $9.14K
|
63.4K
$5.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-828- 1.84% |
$66.1K - $75.7K
|
44.1K
$4.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.05K+ 365.28% |
$83.9K - $96.2K
|
1.34K
$124K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
751+ 23.27% |
$59.9K - $68.7K
|
3.98K
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.56K+ 57.18% |
$124K - $143K
|
4.29K
$398K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.02K- 2.46% |
$81.1K - $93K
|
40.2K
$3.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-741- 15.97% |
$59.1K - $67.7K
|
3.9K
$362K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.39K- 34.37% |
$190K - $218K
|
4.56K
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.06K- 10.22% |
$84.7K - $97.1K
|
9.33K
$866K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
184+ 2.91% |
$14.7K - $16.8K
|
6.5K
$603K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
728+ 2.67% |
$58.1K - $66.6K
|
28K
$2.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-14.4K- 14.28% |
$1.15M - $1.31M
|
86.1K
$8M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.38K- 1.97% |
$190K - $217K
|
118K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.93K- 3.61% |
$393K - $451K
|
132K
$12.2M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11.1K- 27.69% |
$882K - $1.01M
|
28.9K
$2.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-127- 1.3% |
$10.1K - $11.6K
|
9.67K
$897K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.85K- 12.36% |
$148K - $169K
|
13.1K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.44K+ 8.93% |
$434K - $497K
|
66.3K
$6.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-2.82K- 3.65% |
$225K - $258K
|
74.4K
$6.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.3K+ 20.49% |
$264K - $302K
|
19.4K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-152- 4.72% |
$12.1K - $13.9K
|
3.07K
$285K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-895- 2.34% |
$71.4K - $81.8K
|
37.3K
$3.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-267- 4.95% |
$21.3K - $24.4K
|
5.13K
$476K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.34K- 31.75% |
$346K - $397K
|
9.33K
$866K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.09K- 6.72% |
$167K - $191K
|
29.1K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
3.15K+ 2.6% |
$251K - $288K
|
124K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-650- 32.5% |
$51.9K - $59.4K
|
1.35K
$125K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.48K+ 3.94% |
$437K - $501K
|
145K
$13.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.08K+ 1.53% |
$86.5K - $99.1K
|
71.8K
$6.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
294+ 4.18% |
$23.5K - $26.9K
|
7.32K
$679K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.15K- 9.29% |
$171K - $196K
|
21K
$1.94M
|