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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.3K- 2.85% |
$111K - $123K
|
44.4K
$3.97M
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.64K+ 10.17% |
$140K - $154K
|
17.7K
$1.59M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
149+ 1.41% |
$12.7K - $14.1K
|
10.7K
$961K
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1- 0.03% |
$85.6 - $94.3
|
3.2K
$286K
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-407- 1.25% |
$34.8K - $38.4K
|
32.1K
$2.87M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.44K+ 11.18% |
$636K - $701K
|
73.9K
$6.62M
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-913- 26.64% |
$78.1K - $86.1K
|
2.51K
$225K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.11K+ 15.58% |
$95.2K - $105K
|
8.26K
$739K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
794+ 33.5% |
$67.9K - $74.9K
|
3.16K
$283K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.06K- 28.33% |
$690K - $760K
|
20.4K
$1.83M
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.5K+ 6.88% |
$214K - $236K
|
38.8K
$3.47M
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.33K- 31.89% |
$114K - $126K
|
2.85K
$255K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-54- 2.18% |
$4.62K - $5.09K
|
2.43K
$217K
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
9+ 0.19% |
$770 - $849
|
4.82K
$431K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.05K+ 23.94% |
$89.7K - $99K
|
5.43K
$486K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.91K- 26.68% |
$848K - $935K
|
27.2K
$2.44M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-117K- 31.98% |
$10M - $11M
|
249K
$22.3M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
522+ 7.98% |
$44.7K - $49.2K
|
7.06K
$632K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
765+ 9.05% |
$65.4K - $72.2K
|
9.22K
$825K
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-5.89K- 12.58% |
$504K - $556K
|
40.9K
$3.67M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3K- 30.14% |
$256K - $283K
|
6.94K
$622K
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
350+ 8.22% |
$29.9K - $33K
|
4.61K
$412K
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-891- 2.68% |
$76.2K - $84.1K
|
32.3K
$2.89M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.49KNew |
$213K - $235K
|
2.49K
$223K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.31K- 26.3% |
$454K - $501K
|
14.9K
$1.33M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9.9K- 9.96% |
$847K - $934K
|
89.5K
$8.02M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-691- 5.74% |
$59.1K - $65.2K
|
11.3K
$1.02M
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.69K- 3.01% |
$401K - $442K
|
151K
$13.5M
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.46K- 29.8% |
$125K - $138K
|
3.44K
$308K
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.17KNew |
$271K - $299K
|
3.17K
$284K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-151- 4.78% |
$12.9K - $14.2K
|
3.01K
$269K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
223+ 9.07% |
$19.1K - $21K
|
2.68K
$240K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
173+ 3.61% |
$14.8K - $16.3K
|
4.96K
$444K
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-4- 0.16% |
$342 - $377
|
2.57K
$230K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.75K- 9.15% |
$321K - $354K
|
37.2K
$3.33M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
920+ 12.42% |
$78.7K - $86.8K
|
8.33K
$746K
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
597+ 2.05% |
$51.1K - $56.3K
|
29.7K
$2.66M
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 7.86% |
$1.54K - $1.7K
|
247
$22.1K
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-245- 6.58% |
$21K - $23.1K
|
3.48K
$311K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
16+ 1.77% |
$1.37K - $1.51K
|
919
$82.3K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
79+ 2.89% |
$6.76K - $7.45K
|
2.81K
$252K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
68+ 2.28% |
$5.82K - $6.42K
|
3.05K
$273K
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
38+ 0.96% |
$3.25K - $3.58K
|
3.98K
$356K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
630New |
$53.9K - $59.4K
|
630
$56.4K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
605+ 7562.5% |
$51.8K - $57.1K
|
613
$54.9K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
516+ 7.36% |
$44.1K - $48.7K
|
7.53K
$674K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.71K+ 5.64% |
$146K - $162K
|
32.1K
$2.87M
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-253- 97.31% |
$21.6K - $23.9K
|
7
$627
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-39- 0.59% |
$3.34K - $3.68K
|
6.6K
$591K
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.39% |
$770 - $849
|
2.33K
$208K
|