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
|
Altfest L J & CO Inc
|
BUY
|
- |
9.43K+ 5.26% |
$806K - $889K
|
189K
$16.9M
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-43- 0.26% |
$3.68K - $4.06K
|
16.7K
$1.5M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.02K- 9.4% |
$686K - $756K
|
77.3K
$6.92M
|
|
May 09, 2025
Q1 2025
|
Fairfield University
|
BUY
|
- |
2.11K+ 1.03% |
$181K - $199K
|
208K
$18.6M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-144- 1.13% |
$12.3K - $13.6K
|
12.6K
$1.12M
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
343+ 35.25% |
$29.3K - $32.4K
|
1.32K
$118K
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
48+ 1.24% |
$4.11K - $4.53K
|
3.9K
$349K
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-21- 0.64% |
$1.8K - $1.98K
|
3.26K
$292K
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3.74K+ 9.07% |
$320K - $353K
|
45K
$4.02M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.14K- 4.21% |
$97.4K - $107K
|
25.9K
$2.32M
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
956+ 16.69% |
$81.8K - $90.2K
|
6.69K
$598K
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-4.41K- 6.08% |
$377K - $416K
|
68.1K
$6.1M
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
169+ 5.44% |
$14.5K - $15.9K
|
3.28K
$293K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
731New |
$62.5K - $69K
|
731
$65.4K
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
9.8K+ 31.46% |
$838K - $924K
|
40.9K
$3.66M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-13K- 99.63% |
$1.11M - $1.23M
|
48
$4.3K
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-100- 11.29% |
$8.56K - $9.43K
|
786
$70.4K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-72- 0.3% |
$6.16K - $6.79K
|
24K
$2.14M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
46+ 31.08% |
$3.94K - $4.34K
|
194
$17.4K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
13.6K+ 50.69% |
$1.16M - $1.28M
|
40.4K
$3.62M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.92K+ 3.94% |
$250K - $276K
|
77K
$6.9M
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-412- 1.69% |
$35.2K - $38.9K
|
23.9K
$2.14M
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.6KNew |
$736K - $811K
|
8.6K
$770K
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.47KNew |
$211K - $233K
|
2.47K
$221K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.44K+ 12.52% |
$123K - $136K
|
12.9K
$1.16M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
37.4K+ 216.55% |
$3.2M - $3.53M
|
54.7K
$4.9M
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
43.5KNew |
$3.72M - $4.1M
|
43.5K
$3.89M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-96- 2.63% |
$8.21K - $9.06K
|
3.55K
$318K
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-4.88K- 19.26% |
$418K - $461K
|
20.5K
$1.83M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.09K- 6.54% |
$93.2K - $103K
|
15.6K
$1.39M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-306- 0.72% |
$26.2K - $28.9K
|
42.2K
$3.78M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-575- 3.48% |
$49.2K - $54.2K
|
16K
$1.43M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.44K- 12.24% |
$466K - $513K
|
39K
$3.49M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
541+ 9.62% |
$46.3K - $51K
|
6.17K
$552K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.77K+ 1.45% |
$237K - $261K
|
194K
$17.4M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.67KNew |
$229K - $252K
|
2.67K
$239K
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-170- 3.05% |
$14.5K - $16K
|
5.41K
$484K
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.4KNew |
$205K - $226K
|
2.4K
$215K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-178- 1.91% |
$15.2K - $16.8K
|
9.12K
$817K
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
82+ 40.2% |
$7.02K - $7.74K
|
286
$25.6K
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
353+ 4.48% |
$30.2K - $33.3K
|
8.23K
$736K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.5K- 2.87% |
$300K - $330K
|
119K
$10.6M
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
916+ 21.29% |
$78.4K - $86.4K
|
5.22K
$467K
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
139+ 0.05% |
$11.9K - $13.1K
|
260K
$23.3M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.84K- 13.83% |
$157K - $173K
|
11.5K
$1.03M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.68K+ 262.5% |
$743K - $819K
|
12K
$1.07M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
933+ 2.58% |
$79.8K - $88K
|
37.1K
$3.32M
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.56K- 32.55% |
$133K - $147K
|
3.23K
$289K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
101+ 3.52% |
$8.64K - $9.53K
|
2.97K
$266K
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.61K- 4.75% |
$138K - $152K
|
32.3K
$2.89M
|