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 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-773- 8.07% |
$61.7K - $70.7K
|
8.81K
$817K
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
68+ 0.57% |
$5.43K - $6.22K
|
11.9K
$1.11M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
334+ 0.9% |
$26.6K - $30.5K
|
37.4K
$3.47M
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
27.4K+ 13.47% |
$2.19M - $2.51M
|
231K
$21.4M
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-181- 6.37% |
$14.4K - $16.5K
|
2.66K
$247K
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10+ 2.0% |
$798 - $914
|
511
$47.4K
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-64- 0.79% |
$5.11K - $5.85K
|
8.09K
$751K
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-81- 68.64% |
$6.46K - $7.41K
|
37
$3.43K
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.97KNew |
$396K - $454K
|
4.97K
$461K
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.86K- 1.66% |
$148K - $170K
|
110K
$10.2M
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-609- 0.74% |
$48.6K - $55.7K
|
81.9K
$7.6M
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-410- 9.89% |
$32.7K - $37.5K
|
3.74K
$347K
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
5.17K+ 83.82% |
$412K - $473K
|
11.3K
$1.05M
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.96K+ 6.25% |
$236K - $271K
|
50.4K
$4.68M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-146K- 55.57% |
$11.7M - $13.4M
|
117K
$10.9M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-65.2K- 43.13% |
$5.2M - $5.96M
|
85.9K
$7.97M
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-309- 2.55% |
$24.7K - $28.2K
|
11.8K
$1.09M
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.33K+ 5.85% |
$106K - $121K
|
24K
$2.23M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.61K- 5.21% |
$687K - $787K
|
157K
$14.5M
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
451+ 1.47% |
$36K - $41.2K
|
31K
$2.88M
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.1K- 27.96% |
$87.7K - $100K
|
2.83K
$263K
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.2K+ 9.14% |
$95.4K - $109K
|
14.3K
$1.33M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
439+ 2.94% |
$35K - $40.1K
|
15.4K
$1.43M
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
890+ 3.22% |
$71K - $81.4K
|
28.6K
$2.65M
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
109K+ 1482.17% |
$8.72M - $10M
|
117K
$10.8M
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
12+ 0.37% |
$957 - $1.1K
|
3.26K
$302K
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.3% |
$319 - $366
|
1.34K
$124K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-306- 4.63% |
$24.4K - $28K
|
6.3K
$584K
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
54+ 1.92% |
$4.31K - $4.94K
|
2.87K
$266K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13K- 22.18% |
$1.04M - $1.19M
|
45.7K
$4.24M
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.39% |
$718 - $823
|
2.34K
$217K
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-172- 88.66% |
$13.7K - $15.7K
|
22
$2.04K
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
25+ 0.47% |
$1.99K - $2.29K
|
5.38K
$499K
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
16.6KNew |
$1.32M - $1.52M
|
16.6K
$1.54M
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-2.16K- 3.35% |
$172K - $197K
|
62.2K
$5.77M
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-594- 1.45% |
$47.4K - $54.3K
|
40.4K
$3.74M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 13.18% |
$105K - $120K
|
8.69K
$806K
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.27K+ 2.22% |
$261K - $299K
|
150K
$14M
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-2- 28.57% |
$160 - $183
|
5
$464
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.38KNew |
$110K - $126K
|
1.38K
$128K
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.87K- 31.03% |
$389K - $445K
|
10.8K
$1M
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
300+ 3.6% |
$23.9K - $27.4K
|
8.63K
$801K
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.91K- 10.76% |
$152K - $175K
|
15.8K
$1.47M
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
313+ 6.29% |
$25K - $28.6K
|
5.29K
$491K
|
|
Jul 24, 2025
Q2 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
7.7K+ 6.62% |
$615K - $704K
|
124K
$11.5M
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3.34K- 11.78% |
$266K - $305K
|
25K
$2.32M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
212+ 1.62% |
$16.9K - $19.4K
|
13.3K
$1.24M
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-7.37K- 34.4% |
$588K - $674K
|
14.1K
$1.31M
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-30.5K- 74.58% |
$2.44M - $2.79M
|
10.4K
$966K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
28+ 0.42% |
$2.23K - $2.56K
|
6.72K
$623K
|