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 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
821+ 13.36% |
$65.5K - $75.1K
|
6.96K
$646K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.22K+ 41.05% |
$177K - $203K
|
7.63K
$708K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-18.5K- 62.65% |
$1.48M - $1.69M
|
11K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-150- 1.82% |
$12K - $13.7K
|
8.11K
$753K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 26.7% |
$1.26M - $1.44M
|
43.4K
$4.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-852- 0.86% |
$68K - $77.9K
|
98.8K
$9.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
1.87K+ 2.18% |
$149K - $170K
|
87.3K
$8.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24+ 0.74% |
$1.91K - $2.19K
|
3.27K
$303K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
158New |
$12.6K - $14.4K
|
158
$14.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-949- 22.65% |
$75.7K - $86.8K
|
3.24K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
291+ 2.32% |
$23.2K - $26.6K
|
12.9K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.53K+ 2.15% |
$362K - $414K
|
216K
$20M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-612- 0.79% |
$48.8K - $55.9K
|
76.6K
$7.11M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
27+ 0.39% |
$2.15K - $2.47K
|
6.87K
$637K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.62K+ 3.41% |
$209K - $240K
|
79.6K
$7.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-423- 1.13% |
$33.8K - $38.7K
|
37K
$3.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-37- 0.18% |
$2.95K - $3.38K
|
20.2K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-602- 12.93% |
$48K - $55K
|
4.05K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
90+ 1.2% |
$7.18K - $8.23K
|
7.62K
$707K
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.82K+ 6.38% |
$225K - $258K
|
47.1K
$4.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-874- 4.93% |
$69.7K - $79.9K
|
16.9K
$1.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
26+ 10.53% |
$2.07K - $2.38K
|
273
$25.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-658- 6.31% |
$52.5K - $60.2K
|
9.76K
$906K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.5K- 0.58% |
$119K - $137K
|
258K
$24M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
26+ 0.03% |
$2.07K - $2.38K
|
76.5K
$7.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
SELL
|
- |
-1.43K- 34.19% |
$114K - $131K
|
2.75K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-26.8K- 2.23% |
$2.14M - $2.45M
|
1.17M
$109M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-534- 7.57% |
$42.6K - $48.8K
|
6.52K
$605K
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
SELL
|
- |
-992- 3.15% |
$79.2K - $90.7K
|
30.5K
$2.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
754+ 3.06% |
$60.2K - $68.9K
|
25.4K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-18.7K- 27.84% |
$1.49M - $1.71M
|
48.5K
$4.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
78+ 0.41% |
$6.22K - $7.13K
|
19K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
37+ 0.45% |
$2.95K - $3.38K
|
8.35K
$775K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1.33K- 1.95% |
$106K - $121K
|
66.8K
$6.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-111- 0.24% |
$8.86K - $10.1K
|
47.1K
$4.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-250- 7.5% |
$19.9K - $22.9K
|
3.08K
$286K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
277+ 11.12% |
$22.1K - $25.3K
|
2.77K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-14- 1.73% |
$1.12K - $1.28K
|
796
$73.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-17- 0.35% |
$1.36K - $1.55K
|
4.78K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Cohalo Advisory LLC
Snoqualmie, WA |
BUY
|
- |
323New |
$25.8K - $29.5K
|
323
$30K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
413+ 1.48% |
$33K - $37.8K
|
28.4K
$2.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.55K- 6.45% |
$123K - $141K
|
22.4K
$2.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.83KNew |
$385K - $442K
|
4.83K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.94K- 7.68% |
$474K - $543K
|
71.4K
$6.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-404- 0.46% |
$32.2K - $36.9K
|
88.1K
$8.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
324+ 0.51% |
$25.9K - $29.6K
|
64.4K
$5.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
1.18K+ 4.54% |
$94K - $108K
|
27.1K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
164+ 25.11% |
$13.1K - $15K
|
817
$75.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-60- 1.05% |
$4.79K - $5.49K
|
5.65K
$524K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-984- 1.72% |
$78.5K - $90K
|
56.4K
$5.23M
|