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 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.97K- 48.58% |
$596K - $658K
|
7.38K
$660K
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
564+ 7.16% |
$48.3K - $53.2K
|
8.44K
$756K
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.35% |
$1.11K - $1.23K
|
3.69K
$330K
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.91K- 4.74% |
$163K - $180K
|
38.3K
$3.43M
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
540+ 6.56% |
$46.2K - $50.9K
|
8.77K
$785K
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-153- 3.3% |
$13.1K - $14.4K
|
4.49K
$402K
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.63K- 21.26% |
$140K - $154K
|
6.04K
$541K
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.4K- 34.9% |
$1.4M - $1.54M
|
30.5K
$2.73M
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.16K- 15.13% |
$270K - $298K
|
17.7K
$1.59M
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
8.84K+ 5.28% |
$757K - $834K
|
176K
$15.8M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
386+ 42.23% |
$33K - $36.4K
|
1.3K
$116K
|
|
May 07, 2025
Q1 2025
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
531+ 0.5% |
$45.4K - $50.1K
|
106K
$9.47M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.05K+ 14.76% |
$89.6K - $98.8K
|
8.14K
$729K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6+ 2.47% |
$513 - $566
|
249
$22.3K
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-564- 5.2% |
$48.3K - $53.2K
|
10.3K
$920K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 17.31% |
$172K - $189K
|
9.58K
$858K
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-1.09K- 47.45% |
$93.2K - $103K
|
1.21K
$108K
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
4.44K+ 1.19% |
$380K - $419K
|
378K
$33.9M
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.02K+ 44.58% |
$173K - $190K
|
6.55K
$586K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.8KNew |
$154K - $169K
|
1.8K
$161K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
214+ 0.65% |
$18.3K - $20.2K
|
33K
$2.95M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-9.01K- 18.54% |
$770K - $850K
|
39.6K
$3.54M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
801+ 16.47% |
$68.5K - $75.6K
|
5.66K
$507K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.79K- 3.41% |
$153K - $168K
|
50.5K
$4.52M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-621- 2.43% |
$53.1K - $58.6K
|
25K
$2.24M
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
4.6K+ 7.35% |
$393K - $434K
|
67.1K
$6.01M
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-40- 1.29% |
$3.42K - $3.77K
|
3.07K
$275K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
83+ 0.63% |
$7.1K - $7.83K
|
13.3K
$1.19M
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
19.3KNew |
$1.65M - $1.82M
|
19.3K
$1.73M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.89K- 55.72% |
$247K - $272K
|
2.3K
$205K
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-717- 4.09% |
$61.3K - $67.6K
|
16.8K
$1.5M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.16K- 0.41% |
$185K - $203K
|
523K
$46.8M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
92+ 0.56% |
$7.87K - $8.68K
|
16.4K
$1.47M
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
466+ 3.29% |
$39.9K - $44K
|
14.7K
$1.31M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
23+ 0.32% |
$1.97K - $2.17K
|
7.3K
$654K
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
2.67KNew |
$228K - $252K
|
2.67K
$239K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-9- 56.25% |
$770 - $849
|
7
$627
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-607- 0.49% |
$51.9K - $57.3K
|
122K
$11M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
438+ 1.99% |
$37.5K - $41.3K
|
22.4K
$2.01M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.67K- 11.04% |
$400K - $441K
|
37.6K
$3.37M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
136New |
$11.6K - $12.8K
|
136
$12.2K
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
184+ 5.12% |
$15.7K - $17.4K
|
3.78K
$338K
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-8- 0.25% |
$684 - $755
|
3.25K
$291K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-869- 2.71% |
$74.3K - $82K
|
31.1K
$2.79M
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-178- 0.63% |
$15.2K - $16.8K
|
28K
$2.5M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-257- 0.7% |
$22K - $24.2K
|
36.4K
$3.26M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
538+ 4.38% |
$46K - $50.8K
|
12.8K
$1.15M
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-141- 2.96% |
$12.1K - $13.3K
|
4.62K
$414K
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.42K+ 5.16% |
$121K - $134K
|
28.9K
$2.59M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79.6K+ 9.54% |
$6.81M - $7.51M
|
914K
$81.9M
|