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 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-876- 0.63% |
$69.9K - $80.1K
|
139K
$12.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
212+ 1.62% |
$16.9K - $19.4K
|
13.3K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-7.37K- 34.4% |
$588K - $674K
|
14.1K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-30.5K- 74.58% |
$2.44M - $2.79M
|
10.4K
$956K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
28+ 0.42% |
$2.23K - $2.56K
|
6.72K
$617K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.28K+ 17.57% |
$102K - $117K
|
8.59K
$789K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
129+ 614.29% |
$10.3K - $11.8K
|
150
$13.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.07K+ 7.18% |
$85.3K - $97.7K
|
16K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-1.2K- 16.09% |
$95.7K - $110K
|
6.26K
$575K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
BUY
|
- |
191+ 1.21% |
$15.2K - $17.5K
|
16K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-297- 1.81% |
$23.7K - $27.2K
|
16.1K
$1.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
370+ 0.25% |
$29.5K - $33.8K
|
147K
$13.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
406+ 8.34% |
$32.4K - $37.1K
|
5.27K
$484K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-84- 1.66% |
$6.7K - $7.68K
|
4.99K
$458K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
234+ 1.49% |
$18.7K - $21.4K
|
15.9K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-422- 2.67% |
$33.7K - $38.6K
|
15.4K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.97K- 7.22% |
$237K - $271K
|
38.1K
$3.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
812+ 2.96% |
$64.8K - $74.2K
|
28.2K
$2.59M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-128- 35.65% |
$10.2K - $11.7K
|
231
$21.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
618+ 1.77% |
$49.3K - $56.5K
|
35.6K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
359+ 1.19% |
$28.6K - $32.8K
|
30.4K
$2.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-12- 0.23% |
$957 - $1.1K
|
5.16K
$474K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-186- 0.94% |
$14.8K - $17K
|
19.5K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
19+ 0.14% |
$1.52K - $1.74K
|
13.3K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.63K- 6.46% |
$529K - $606K
|
96K
$8.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
11.5K+ 10.11% |
$920K - $1.05M
|
126K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
9.32K+ 78.11% |
$744K - $852K
|
21.3K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-806- 3.0% |
$64.3K - $73.7K
|
26.1K
$2.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
38.3K+ 1193.98% |
$3.05M - $3.5M
|
41.5K
$3.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.14K+ 1.79% |
$250K - $287K
|
178K
$16.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
404+ 4.71% |
$32.2K - $36.9K
|
8.98K
$825K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
6.54K+ 3.24% |
$522K - $598K
|
208K
$19.1M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.4K- 16.62% |
$271K - $311K
|
17K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
20+ 0.49% |
$1.6K - $1.83K
|
4.12K
$378K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.28K+ 4.73% |
$102K - $117K
|
28.3K
$2.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-76- 1.38% |
$6.06K - $6.95K
|
5.45K
$500K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-17.5K- 40.1% |
$1.39M - $1.6M
|
26.1K
$2.4M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-198- 1.41% |
$15.8K - $18.1K
|
13.9K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
59+ 2.09% |
$4.71K - $5.39K
|
2.88K
$264K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-95- 0.46% |
$7.58K - $8.68K
|
20.4K
$1.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
SELL
|
- |
-62- 0.36% |
$4.95K - $5.67K
|
16.9K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-17.4K- 78.15% |
$1.39M - $1.59M
|
4.88K
$448K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.41K+ 2.53% |
$432K - $495K
|
219K
$20.1M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
836+ 6.84% |
$66.7K - $76.4K
|
13.1K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
25+ 0.24% |
$1.99K - $2.29K
|
10.5K
$962K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.05% |
$160 - $183
|
3.87K
$355K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
12+ 0.39% |
$957 - $1.1K
|
3.12K
$287K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6.31KNew |
$503K - $577K
|
6.31K
$580K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.3K+ 0.2% |
$820K - $939K
|
5.05M
$464M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
33.6KNew |
$2.68M - $3.07M
|
33.6K
$3.09M
|