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 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-22.4K- 11.94% |
$1.92M - $2.11M
|
165K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8.13K- 10.14% |
$695K - $767K
|
72K
$6.44M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-759- 14.36% |
$64.9K - $71.6K
|
4.53K
$405K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 3.96% |
$85.9K - $94.7K
|
24.3K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
249+ 1.55% |
$21.3K - $23.5K
|
16.3K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
424+ 3.76% |
$36.3K - $40K
|
11.7K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-525- 13.64% |
$44.9K - $49.5K
|
3.33K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-305- 3.89% |
$26.1K - $28.8K
|
7.54K
$675K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
133+ 2.65% |
$11.4K - $12.5K
|
5.15K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 0.97% |
$684 - $755
|
829
$74.2K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-1.57K- 2.0% |
$135K - $148K
|
77.1K
$6.9M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.61% |
$171 - $189
|
126
$11.3K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11.7K- 8.59% |
$1M - $1.11M
|
125K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.27K+ 2256.45% |
$793K - $875K
|
9.69K
$867K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-12.3K- 44.03% |
$1.06M - $1.16M
|
15.7K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-912- 29.0% |
$78K - $86K
|
2.23K
$200K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-102- 1.95% |
$8.73K - $9.62K
|
5.14K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
733+ 122.17% |
$62.7K - $69.2K
|
1.33K
$119K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.56KNew |
$219K - $241K
|
2.56K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-115K- 30.44% |
$9.85M - $10.9M
|
263K
$23.6M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.06M+ 17.51% |
$177M - $195M
|
13.9M
$1.24B
|
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.71K+ 1.49% |
$146K - $161K
|
116K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
2+ 0.02% |
$171 - $189
|
10.4K
$934K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-225- 0.97% |
$19.2K - $21.2K
|
23K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 0.07% |
$8.56K - $9.43K
|
140K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-432- 3.45% |
$37K - $40.8K
|
12.1K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-693- 88.39% |
$59.3K - $65.4K
|
91
$8.15K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
56+ 1.36% |
$4.79K - $5.28K
|
4.18K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 1.72% |
$8.56K - $9.43K
|
5.71K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.15K- 13.61% |
$98K - $108K
|
7.27K
$651K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
249K+ 92.6% |
$21.3M - $23.5M
|
518K
$46.4M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
510+ 1.03% |
$43.6K - $48.1K
|
50.2K
$4.49M
|
|
|
May 09, 2025
Q1 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
14+ 0.07% |
$1.2K - $1.32K
|
20.2K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.18M+ 33.49% |
$101M - $111M
|
4.7M
$420M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-111- 2.07% |
$9.5K - $10.5K
|
5.24K
$469K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.06K+ 7.11% |
$775K - $854K
|
136K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-932- 4.86% |
$79.7K - $87.9K
|
18.3K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.69K- 40.33% |
$145K - $159K
|
2.5K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
37.2K+ 1298.5% |
$3.18M - $3.51M
|
40.1K
$3.59M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-13K- 31.94% |
$1.11M - $1.23M
|
27.7K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
98+ 1.31% |
$8.38K - $9.25K
|
7.6K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
1New |
$85.6 - $94.3
|
1
$89.5
|
|
|
May 09, 2025
Q1 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
165+ 3.57% |
$14.1K - $15.6K
|
4.79K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.65K- 1.6% |
$740K - $816K
|
532K
$47.6M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
101+ 0.14% |
$8.64K - $9.53K
|
70.7K
$6.33M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$222K - $245K
|
2.6K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
286+ 7.23% |
$24.5K - $27K
|
4.24K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
19New |
$1.63K - $1.79K
|
19
$1.7K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-210- 1.74% |
$18K - $19.8K
|
11.9K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-55- 1.64% |
$4.71K - $5.19K
|
3.31K
$296K
|