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 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-14- 0.75% |
$1.12K - $1.28K
|
1.86K
$173K
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
SELL
|
- |
-170- 4.92% |
$13.6K - $15.5K
|
3.29K
$305K
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-983- 7.28% |
$78.4K - $89.9K
|
12.5K
$1.16M
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
101+ 0.4% |
$8.06K - $9.23K
|
25.4K
$2.36M
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
60+ 1.47% |
$4.79K - $5.49K
|
4.14K
$384K
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-12K- 5.62% |
$958K - $1.1M
|
202K
$18.7M
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
3+ 0.82% |
$239 - $274
|
367
$34.1K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4.88K- 89.32% |
$390K - $446K
|
584
$54.2K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
960+ 36.12% |
$76.6K - $87.8K
|
3.62K
$336K
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
339+ 10.21% |
$27K - $31K
|
3.66K
$339K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-717- 23.1% |
$57.2K - $65.5K
|
2.39K
$222K
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.5KNew |
$999K - $1.14M
|
12.5K
$1.16M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.56K- 26.1% |
$363K - $416K
|
12.9K
$1.2M
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-80- 1.41% |
$6.38K - $7.31K
|
5.61K
$521K
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
5.82K+ 6390.11% |
$464K - $532K
|
5.91K
$548K
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
106+ 7.01% |
$8.46K - $9.69K
|
1.62K
$150K
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
2.13K+ 0.84% |
$170K - $195K
|
255K
$23.6M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.33K- 6.25% |
$186K - $213K
|
34.9K
$3.24M
|
|
Jul 21, 2025
Q2 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
8.35K+ 1.0% |
$666K - $763K
|
841K
$78M
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
3.47K+ 4.22% |
$277K - $318K
|
85.8K
$7.97M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.73K+ 1.5% |
$458K - $524K
|
387K
$35.9M
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
3.13K+ 10.14% |
$250K - $286K
|
34K
$3.15M
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-543- 11.36% |
$43.3K - $49.6K
|
4.24K
$393K
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.05K- 33.64% |
$163K - $187K
|
4.03K
$374K
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-93- 2.84% |
$7.42K - $8.5K
|
3.18K
$295K
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
483+ 1.1% |
$38.5K - $44.2K
|
44.3K
$4.11M
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.21K+ 1.35% |
$96.5K - $111K
|
90.7K
$8.42M
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-110- 2.8% |
$8.78K - $10.1K
|
3.81K
$354K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.5K- 9.75% |
$1.16M - $1.33M
|
135K
$12.5M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.13K- 34.95% |
$409K - $469K
|
9.55K
$886K
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
140+ 0.18% |
$11.2K - $12.8K
|
79.1K
$7.34M
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-77- 2.56% |
$6.14K - $7.04K
|
2.94K
$272K
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.54K+ 8.5% |
$203K - $232K
|
32.4K
$3.01M
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-24K- 60.0% |
$1.91M - $2.19M
|
16K
$1.48M
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
47+ 0.57% |
$3.75K - $4.3K
|
8.27K
$768K
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-615- 15.0% |
$49.1K - $56.2K
|
3.49K
$324K
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
128+ 3.81% |
$10.2K - $11.7K
|
3.48K
$323K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
117+ 0.63% |
$9.34K - $10.7K
|
18.6K
$1.72M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-33- 0.42% |
$2.63K - $3.02K
|
7.87K
$731K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
96.3K+ 92.18% |
$7.68M - $8.8M
|
201K
$18.6M
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.14KNew |
$91K - $104K
|
1.14K
$106K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7.1K- 36.55% |
$566K - $649K
|
12.3K
$1.14M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
54+ 23.79% |
$4.31K - $4.94K
|
281
$26.1K
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
46.2KNew |
$3.69M - $4.23M
|
46.2K
$4.29M
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
16.4KNew |
$1.31M - $1.5M
|
16.4K
$1.53M
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.45K- 13.13% |
$116K - $132K
|
9.58K
$889K
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-381- 8.88% |
$30.4K - $34.8K
|
3.91K
$363K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
50.4K+ 2.76% |
$4.02M - $4.61M
|
1.88M
$174M
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
76+ 0.49% |
$6.06K - $6.95K
|
15.6K
$1.45M
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-195- 5.53% |
$15.6K - $17.8K
|
3.33K
$309K
|