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 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
126+ 4.77% |
$10.8K - $11.9K
|
2.77K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3- 0.11% |
$257 - $283
|
2.82K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
6.69KNew |
$572K - $631K
|
6.69K
$598K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
393+ 0.35% |
$33.6K - $37.1K
|
111K
$9.98M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
40K+ 3.21% |
$3.42M - $3.77M
|
1.28M
$115M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.73K- 17.05% |
$148K - $163K
|
8.39K
$751K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-4.57K- 26.32% |
$391K - $431K
|
12.8K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-543- 0.85% |
$46.5K - $51.2K
|
63.5K
$5.68M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.87K- 13.27% |
$588K - $648K
|
44.9K
$4.02M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.91K+ 14.15% |
$163K - $180K
|
15.4K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
1.63K+ 10.01% |
$139K - $153K
|
17.9K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23.7K+ 4.37% |
$2.03M - $2.24M
|
566K
$50.7M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-494- 2.91% |
$42.3K - $46.6K
|
16.5K
$1.48M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
3.44K+ 2.13% |
$294K - $324K
|
165K
$14.8M
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
37+ 1.03% |
$3.17K - $3.49K
|
3.63K
$325K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.92K+ 6.45% |
$421K - $464K
|
81.2K
$7.27M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.4K+ 0.31% |
$2.26M - $2.49M
|
8.56M
$766M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-99- 3.56% |
$8.47K - $9.34K
|
2.68K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-134- 5.63% |
$11.5K - $12.6K
|
2.25K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.02K- 9.53% |
$87K - $95.9K
|
9.65K
$864K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-657- 3.55% |
$56.2K - $62K
|
17.9K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-694- 70.67% |
$59.4K - $65.5K
|
288
$25.8K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.25K+ 1.3% |
$192K - $212K
|
175K
$15.7M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12K+ 6.36% |
$1.03M - $1.13M
|
200K
$17.9M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-455K- 82.13% |
$38.9M - $42.9M
|
99K
$8.86M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
774+ 9.77% |
$66.2K - $73K
|
8.69K
$778K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
21New |
$1.8K - $1.98K
|
21
$1.88K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.47K+ 6.54% |
$468K - $516K
|
89K
$7.97M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
635+ 14.09% |
$54.3K - $59.9K
|
5.14K
$460K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
58+ 1.13% |
$4.96K - $5.47K
|
5.17K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
7.4KNew |
$633K - $698K
|
7.4K
$663K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-1.98K- 29.46% |
$169K - $187K
|
4.74K
$425K
|
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
4.31K+ 5.34% |
$369K - $407K
|
85.1K
$7.61M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.9K+ 3.33% |
$163K - $180K
|
59K
$5.28M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-314- 3.67% |
$26.9K - $29.6K
|
8.24K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.13K+ 26.61% |
$268K - $295K
|
14.9K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-74- 0.81% |
$6.33K - $6.98K
|
9.01K
$807K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.83K+ 11.33% |
$413K - $455K
|
47.4K
$4.24M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
19.3KNew |
$1.65M - $1.82M
|
19.3K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
166+ 3.64% |
$14.2K - $15.7K
|
4.72K
$423K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-608- 0.94% |
$52K - $57.4K
|
64.1K
$5.74M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-34.5K- 31.09% |
$2.95M - $3.25M
|
76.4K
$6.84M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-679- 0.44% |
$58.1K - $64.1K
|
153K
$13.7M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-182- 1.82% |
$15.6K - $17.2K
|
9.79K
$877K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2.05K+ 2.04% |
$175K - $193K
|
103K
$9.19M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-627- 0.88% |
$53.6K - $59.2K
|
70.6K
$6.32M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-350- 4.26% |
$29.9K - $33K
|
7.86K
$703K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
154+ 3.27% |
$13.2K - $14.5K
|
4.87K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-15K- 95.03% |
$1.28M - $1.41M
|
784
$70.2K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 1.07% |
$428 - $472
|
471
$42.2K
|