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 01, 2025
Q1 2025
|
Zeit Capital LLC
|
BUY
|
- |
1.59K+ 3.41% |
$136K - $150K
|
48.3K
$4.33M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
481+ 18.72% |
$41.1K - $45.4K
|
3.05K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5.11K- 7.44% |
$437K - $482K
|
63.5K
$5.69M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11- 0.03% |
$941 - $1.04K
|
38.9K
$3.49M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
54+ 0.41% |
$4.62K - $5.09K
|
13.1K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.23KNew |
$191K - $211K
|
2.23K
$200K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.41K- 28.21% |
$207K - $228K
|
6.14K
$550K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.23K+ 50.08% |
$191K - $211K
|
6.69K
$599K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
739+ 6.2% |
$63.2K - $69.7K
|
12.7K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-85- 1.49% |
$7.27K - $8.02K
|
5.61K
$502K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
7.37K+ 1.76% |
$630K - $695K
|
425K
$38M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 7.09% |
$335K - $370K
|
59.2K
$5.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 9.68% |
$913K - $1.01M
|
99.6K
$8.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
864+ 1.92% |
$73.9K - $81.5K
|
45.8K
$4.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
714+ 5.56% |
$61.1K - $67.4K
|
13.5K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.15K- 30.7% |
$98K - $108K
|
2.59K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
598+ 13.4% |
$51.2K - $56.4K
|
5.06K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-227- 3.71% |
$19.4K - $21.4K
|
5.89K
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
848+ 27.44% |
$72.5K - $80K
|
3.94K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
530+ 8.98% |
$45.3K - $50K
|
6.43K
$576K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-270- 1.58% |
$23.1K - $25.5K
|
16.9K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-240- 6.15% |
$20.5K - $22.6K
|
3.66K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.19K- 11.36% |
$187K - $206K
|
17.1K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.67% |
$171 - $189
|
299
$26.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.99KNew |
$255K - $282K
|
2.99K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
306+ 3.3% |
$26.2K - $28.9K
|
9.58K
$857K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
167+ 0.71% |
$14.3K - $15.8K
|
23.8K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
697+ 11.28% |
$59.6K - $65.8K
|
6.88K
$615K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.2K- 20.53% |
$103K - $113K
|
4.66K
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-585- 9.13% |
$50K - $55.2K
|
5.82K
$521K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
27+ 20.93% |
$2.31K - $2.55K
|
156
$14K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-779- 2.75% |
$66.6K - $73.5K
|
27.6K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.83K- 25.17% |
$156K - $173K
|
5.44K
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-269- 77.08% |
$23K - $25.4K
|
80
$7.16K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
225+ 1.61% |
$19.2K - $21.2K
|
14.2K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.8K- 10.3% |
$1.18M - $1.3M
|
120K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.28K+ 0.26% |
$195K - $215K
|
864K
$77.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.33KNew |
$199K - $220K
|
2.33K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-719K- 89.71% |
$61.5M - $67.9M
|
82.5K
$7.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
673+ 2.74% |
$57.6K - $63.5K
|
25.2K
$2.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
1+ 0.04% |
$85.6 - $94.3
|
2.84K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-387- 0.83% |
$33.1K - $36.5K
|
46.2K
$4.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
433+ 9.7% |
$37K - $40.8K
|
4.9K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-190- 1.79% |
$16.3K - $17.9K
|
10.4K
$931K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-301- 9.44% |
$25.8K - $28.4K
|
2.89K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17- 0.09% |
$1.45K - $1.6K
|
19K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.66K+ 11.17% |
$570K - $629K
|
66.3K
$5.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-32- 0.17% |
$2.74K - $3.02K
|
19.1K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-10.3K- 38.72% |
$879K - $969K
|
16.3K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
50+ 28.57% |
$4.28K - $4.72K
|
225
$20.1K
|