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 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-2.02K- 42.78% |
$161K - $184K
|
2.7K
$250K
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
831+ 1.45% |
$66.3K - $76K
|
58.3K
$5.41M
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$638 - $731
|
5.43K
$504K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.62KNew |
$209K - $240K
|
2.62K
$243K
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
285+ 2.46% |
$22.7K - $26.1K
|
11.9K
$1.1M
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.53K- 5.65% |
$122K - $140K
|
25.6K
$2.37M
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.45K+ 3.48% |
$196K - $224K
|
73K
$6.77M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-203- 1.23% |
$16.2K - $18.6K
|
16.3K
$1.51M
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 0.04% |
$559 - $640
|
19.1K
$1.78M
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$804K - $921K
|
10.1K
$935K
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
21.4K+ 6.75% |
$1.71M - $1.96M
|
338K
$31.4M
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
907+ 2.29% |
$72.4K - $82.9K
|
40.5K
$3.76M
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-281K- 33.05% |
$22.4M - $25.7M
|
569K
$52.8M
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-64- 1.28% |
$5.11K - $5.85K
|
4.94K
$458K
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
31+ 0.94% |
$2.47K - $2.83K
|
3.32K
$309K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.79K+ 7.4% |
$143K - $163K
|
25.9K
$2.41M
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8+ 0.07% |
$638 - $731
|
12K
$1.11M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
182+ 7.76% |
$14.5K - $16.6K
|
2.53K
$235K
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-366- 18.27% |
$29.2K - $33.5K
|
1.64K
$152K
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-72- 0.89% |
$5.74K - $6.58K
|
8.05K
$747K
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
6.55K+ 23.55% |
$522K - $598K
|
34.3K
$3.19M
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
18+ 0.77% |
$1.44K - $1.65K
|
2.36K
$219K
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-347- 1.97% |
$27.7K - $31.7K
|
17.3K
$1.6M
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 5.22% |
$141K - $161K
|
35.6K
$3.3M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-92- 6.05% |
$7.34K - $8.41K
|
1.43K
$133K
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
384+ 9.57% |
$30.6K - $35.1K
|
4.4K
$408K
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
772+ 7.12% |
$61.6K - $70.6K
|
11.6K
$1.08M
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
5K+ 6.82% |
$399K - $457K
|
78.4K
$7.27M
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
179+ 8.13% |
$14.3K - $16.4K
|
2.38K
$221K
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
127+ 4.63% |
$10.1K - $11.6K
|
2.87K
$267K
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 0.16% |
$7.98K - $9.14K
|
64.1K
$5.95M
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
20+ 0.55% |
$1.6K - $1.83K
|
3.68K
$342K
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
5.64KNew |
$450K - $515K
|
5.64K
$523K
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.13K+ 12.17% |
$170K - $195K
|
19.6K
$1.82M
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-34- 0.46% |
$2.71K - $3.11K
|
7.4K
$687K
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
2+ 0.06% |
$160 - $183
|
3.31K
$307K
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
400+ 9.7% |
$31.9K - $36.6K
|
4.53K
$420K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.85K+ 1.71% |
$148K - $169K
|
110K
$10.2M
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
157+ 5.99% |
$12.5K - $14.4K
|
2.78K
$258K
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
595+ 0.76% |
$47.5K - $54.4K
|
79.3K
$7.36M
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-39- 0.73% |
$3.11K - $3.57K
|
5.34K
$495K
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-22.5K- 6.45% |
$1.79M - $2.05M
|
326K
$30.2M
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-30.2K- 36.37% |
$2.41M - $2.76M
|
52.8K
$4.9M
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.3K+ 1.61% |
$184K - $210K
|
145K
$13.5M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.15K- 98.88% |
$91.8K - $105K
|
13
$1.21K
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9- 0.3% |
$718 - $823
|
2.95K
$274K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-154K- 8.98% |
$12.3M - $14.1M
|
1.56M
$145M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
10.8KNew |
$865K - $991K
|
10.8K
$1.01M
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-38- 1.53% |
$3.03K - $3.47K
|
2.44K
$226K
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-12- 0.25% |
$957 - $1.1K
|
4.7K
$436K
|