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 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-145- 1.64% |
$11.6K - $13.3K
|
8.72K
$781K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
236+ 43.14% |
$18.8K - $21.6K
|
783
$70.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
56New |
$4.47K - $5.12K
|
56
$5.01K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-16- 30.19% |
$1.28K - $1.46K
|
37
$3.31K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 4.14% |
$218K - $250K
|
63.2K
$5.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-58- 0.44% |
$4.63K - $5.3K
|
13K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-802- 34.69% |
$64K - $73.3K
|
1.51K
$135K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-491- 13.85% |
$39.2K - $44.9K
|
3.05K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-224- 3.47% |
$17.9K - $20.5K
|
6.24K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
886+ 2.02% |
$70.7K - $81K
|
44.7K
$4M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.76K+ 21.96% |
$220K - $252K
|
15.3K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
95+ 1.2% |
$7.58K - $8.68K
|
8K
$716K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-25- 0.4% |
$1.99K - $2.29K
|
6.25K
$560K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.06K- 30.34% |
$164K - $188K
|
4.73K
$424K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-2- 0.04% |
$160 - $183
|
4.99K
$447K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-32- 0.72% |
$2.55K - $2.93K
|
4.44K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
277+ 14.82% |
$22.1K - $25.3K
|
2.15K
$192K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-7- 50.0% |
$559 - $640
|
7
$627
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
2.55K+ 2.19% |
$203K - $233K
|
119K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.96K+ 16.5% |
$236K - $271K
|
20.9K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-385- 5.45% |
$30.7K - $35.2K
|
6.68K
$598K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
965+ 0.84% |
$77K - $88.2K
|
116K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.75K+ 9.89% |
$219K - $251K
|
30.5K
$2.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
30+ 1.18% |
$2.39K - $2.74K
|
2.58K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-823- 87.55% |
$65.7K - $75.2K
|
117
$10.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.94K+ 14.04% |
$314K - $360K
|
32K
$2.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-51- 0.8% |
$4.07K - $4.66K
|
6.3K
$564K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-3.26K- 23.46% |
$260K - $298K
|
10.6K
$952K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
426+ 0.24% |
$34K - $38.9K
|
180K
$16.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-138- 1.05% |
$11K - $12.6K
|
13K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.17K- 31.49% |
$93.1K - $107K
|
2.54K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-72.9K- 27.17% |
$5.82M - $6.66M
|
195K
$17.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.3K+ 0.98% |
$104K - $119K
|
134K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10K+ 22.14% |
$799K - $916K
|
55.3K
$4.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25+ 6.91% |
$1.99K - $2.29K
|
387
$34.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-259- 2.59% |
$20.7K - $23.7K
|
9.76K
$874K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.28K- 4.61% |
$182K - $209K
|
47.2K
$4.23M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
523+ 3.59% |
$41.7K - $47.8K
|
15.1K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-101- 0.79% |
$8.06K - $9.23K
|
12.7K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-6.32K- 14.42% |
$504K - $578K
|
37.5K
$3.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
282+ 133.65% |
$22.5K - $25.8K
|
493
$44.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-100- 1.48% |
$7.98K - $9.14K
|
6.65K
$595K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
3.27K+ 14.28% |
$261K - $299K
|
26.2K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
733+ 25.22% |
$58.5K - $67K
|
3.64K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.99K+ 50.73% |
$159K - $182K
|
5.91K
$529K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.51K- 3.99% |
$520K - $596K
|
157K
$14M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-144- 0.62% |
$11.5K - $13.2K
|
22.9K
$2.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-249- 6.9% |
$19.9K - $22.8K
|
3.36K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
175+ 7.58% |
$14K - $16K
|
2.48K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
30+ 0.46% |
$2.39K - $2.74K
|
6.5K
$582K
|