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 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
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-194- 3.75% |
$16.6K - $18.3K
|
4.98K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-212- 45.59% |
$18.1K - $20K
|
253
$22.6K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-131- 5.18% |
$11.2K - $12.4K
|
2.4K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.38K+ 2.52% |
$802K - $884K
|
381K
$34.1M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
14K+ 5.26% |
$1.2M - $1.32M
|
280K
$25M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-473- 2.83% |
$40.5K - $44.6K
|
16.3K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
106+ 3.76% |
$9.07K - $10K
|
2.93K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.53K- 40.35% |
$131K - $144K
|
2.26K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.37K- 37.13% |
$117K - $129K
|
2.31K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-275- 1.6% |
$23.5K - $25.9K
|
16.9K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-25.7K- 73.83% |
$2.2M - $2.42M
|
9.1K
$815K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.01K- 14.78% |
$257K - $284K
|
17.3K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
200+ 6.83% |
$17.1K - $18.9K
|
3.13K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-133- 2.88% |
$11.4K - $12.5K
|
4.49K
$402K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-861- 13.18% |
$73.7K - $81.2K
|
5.67K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-623K- 11.0% |
$53.3M - $58.8M
|
5.04M
$451M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-274- 16.04% |
$23.4K - $25.8K
|
1.43K
$128K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
919+ 69.67% |
$78.6K - $86.7K
|
2.24K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.47K- 2.05% |
$297K - $328K
|
166K
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-73- 0.04% |
$6.25K - $6.89K
|
189K
$16.9M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
20New |
$1.71K - $1.89K
|
20
$1.79K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-353- 2.04% |
$30.2K - $33.3K
|
16.9K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
468+ 5.65% |
$40K - $44.2K
|
8.75K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-154- 6.26% |
$13.2K - $14.5K
|
2.31K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-847- 15.25% |
$72.5K - $79.9K
|
4.71K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
132+ 4.68% |
$11.3K - $12.5K
|
2.95K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.13K- 9.28% |
$182K - $200K
|
20.8K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-218- 4.95% |
$18.6K - $20.6K
|
4.19K
$375K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
139+ 1.03% |
$11.9K - $13.1K
|
13.6K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-233- 4.57% |
$19.9K - $22K
|
4.86K
$435K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-136- 8.25% |
$11.6K - $12.8K
|
1.51K
$135K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.26K+ 23.03% |
$108K - $119K
|
6.75K
$604K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-170- 6.91% |
$14.5K - $16K
|
2.29K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
34+ 0.37% |
$2.91K - $3.21K
|
9.23K
$827K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-296- 16.21% |
$25.3K - $27.9K
|
1.53K
$137K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
607+ 14.28% |
$51.9K - $57.3K
|
4.86K
$435K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 210.45% |
$898K - $990K
|
15.5K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
68+ 3.52% |
$5.82K - $6.42K
|
2K
$179K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-269- 6.5% |
$23K - $25.4K
|
3.87K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.2K+ 5.04% |
$7.12M - $7.85M
|
1.73M
$155M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
815+ 42.6% |
$69.7K - $76.9K
|
2.73K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-535- 1.58% |
$45.8K - $50.5K
|
33.3K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
423+ 11.47% |
$36.2K - $39.9K
|
4.11K
$368K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.19K- 0.43% |
$187K - $207K
|
510K
$45.7M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
500+ 14.5% |
$42.8K - $47.2K
|
3.95K
$354K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 1.31% |
$342 - $377
|
309
$27.7K
|