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 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
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-40- 0.79% |
$3.42K - $3.77K
|
5K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-128- 64.32% |
$11K - $12.1K
|
71
$6.36K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
149+ 0.53% |
$12.7K - $14.1K
|
28.4K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
51+ 22.47% |
$4.36K - $4.81K
|
278
$24.9K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-232- 6.7% |
$19.8K - $21.9K
|
3.23K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
762+ 0.3% |
$65.2K - $71.9K
|
251K
$22.4M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8.64K+ 4.57% |
$739K - $815K
|
198K
$17.7M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-230K- 76.96% |
$19.7M - $21.7M
|
68.9K
$6.17M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.34K- 47.41% |
$200K - $221K
|
2.6K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-82- 2.0% |
$7.02K - $7.74K
|
4.01K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.77K+ 6.87% |
$237K - $262K
|
43.1K
$3.86M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-529- 38.22% |
$45.3K - $49.9K
|
855
$76.5K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
106+ 6.43% |
$9.07K - $10K
|
1.76K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.85% |
$85.6 - $94.3
|
118
$10.6K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.25K+ 2.59% |
$107K - $118K
|
49.5K
$4.43M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.12K- 4.64% |
$95.9K - $106K
|
23.1K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-124- 2.75% |
$10.6K - $11.7K
|
4.38K
$392K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-88- 12.09% |
$7.53K - $8.3K
|
640
$57.3K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-238- 0.27% |
$20.4K - $22.5K
|
88.5K
$7.92M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-49- 1.68% |
$4.19K - $4.62K
|
2.87K
$257K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-30- 7.71% |
$2.57K - $2.83K
|
359
$32.1K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
121+ 1.69% |
$10.4K - $11.4K
|
7.3K
$653K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
45.5K+ 211.04% |
$3.89M - $4.3M
|
67.1K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Drystone LLC
|
BUY
|
- |
863+ 1.04% |
$73.8K - $81.4K
|
83.6K
$7.49M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
175New |
$15K - $16.5K
|
175
$15.7K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
7.46KNew |
$638K - $704K
|
7.46K
$668K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
16.4K+ 11.77% |
$1.4M - $1.55M
|
156K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.22% |
$428 - $472
|
2.28K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.47K+ 9.97% |
$297K - $328K
|
38.3K
$3.43M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
214+ 0.47% |
$18.3K - $20.2K
|
46K
$4.12M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
335+ 1.68% |
$28.7K - $31.6K
|
20.3K
$1.82M
|