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 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.53% |
$239 - $274
|
572
$53.1K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-719- 12.81% |
$57.4K - $65.7K
|
4.89K
$454K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6- 2.41% |
$479 - $549
|
243
$22.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-283- 2.98% |
$22.6K - $25.9K
|
9.22K
$856K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
126K+ 154.68% |
$10M - $11.5M
|
207K
$19.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-852- 3.56% |
$68K - $77.9K
|
23.1K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.96K- 17.33% |
$236K - $271K
|
14.1K
$1.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
65.8KNew |
$5.25M - $6.02M
|
65.8K
$6.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26K- 64.26% |
$2.07M - $2.37M
|
14.4K
$1.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
160+ 1.09% |
$12.8K - $14.6K
|
14.9K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
519+ 1.77% |
$41.4K - $47.4K
|
29.9K
$2.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 0.97% |
$638 - $731
|
837
$77.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.14K- 8.35% |
$90.6K - $104K
|
12.5K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-6- 0.02% |
$479 - $549
|
32.3K
$3M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
SELL
|
- |
-91- 1.76% |
$7.26K - $8.32K
|
5.09K
$472K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
262+ 1.29% |
$20.9K - $24K
|
20.6K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.03K+ 6.35% |
$82.4K - $94.4K
|
17.3K
$1.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.28K- 0.76% |
$102K - $117K
|
166K
$15.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-388- 37.67% |
$31K - $35.5K
|
642
$59.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-392- 32.5% |
$31.3K - $35.8K
|
814
$75.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
229+ 5.76% |
$18.3K - $20.9K
|
4.21K
$390K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
8.54K+ 20.59% |
$681K - $780K
|
50K
$4.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.03K+ 28.7% |
$162K - $185K
|
9.09K
$844K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
288+ 3.16% |
$23K - $26.3K
|
9.41K
$873K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
19+ 0.25% |
$1.52K - $1.74K
|
7.7K
$715K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.05K- 29.3% |
$84K - $96.3K
|
2.54K
$236K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-697- 10.14% |
$55.6K - $63.7K
|
6.18K
$573K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-12K- 99.79% |
$957K - $1.1M
|
25
$2.32K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-390- 3.16% |
$31.1K - $35.7K
|
11.9K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-49- 1.72% |
$3.91K - $4.48K
|
2.8K
$259K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
97+ 3.89% |
$7.74K - $8.87K
|
2.59K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7.39K+ 7.82% |
$590K - $676K
|
102K
$9.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.11K+ 34.93% |
$168K - $193K
|
8.16K
$757K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
240+ 0.73% |
$19.1K - $21.9K
|
33.2K
$3.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-112- 0.81% |
$8.94K - $10.2K
|
13.6K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-215- 4.25% |
$17.2K - $19.7K
|
4.85K
$450K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-446- 2.06% |
$35.6K - $40.8K
|
21.2K
$1.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$239 - $274
|
16.3K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
114+ 1.87% |
$9.1K - $10.4K
|
6.21K
$577K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.89K+ 23.03% |
$231K - $264K
|
15.4K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
706+ 2.2% |
$56.3K - $64.5K
|
32.8K
$3.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.99K+ 0.41% |
$398K - $457K
|
1.23M
$115M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.58K+ 11.29% |
$605K - $693K
|
74.7K
$6.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
101+ 0.8% |
$8.06K - $9.23K
|
12.8K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
143+ 5.33% |
$11.4K - $13.1K
|
2.83K
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.74K- 1.76% |
$218K - $250K
|
153K
$14.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-22K- 98.62% |
$1.75M - $2.01M
|
307
$28.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-174- 1.77% |
$13.9K - $15.9K
|
9.67K
$897K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.74K+ 21.12% |
$139K - $159K
|
9.99K
$927K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-190- 5.96% |
$15.2K - $17.4K
|
3K
$278K
|