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 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
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.73KNew |
$233K - $257K
|
2.73K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.03K- 56.0% |
$88.2K - $97.3K
|
810
$72.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
3.87KNew |
$331K - $365K
|
3.87K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.82K+ 65.49% |
$754K - $832K
|
22.3K
$1.99M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-3.04K- 12.95% |
$260K - $287K
|
20.4K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18+ 0.08% |
$1.54K - $1.7K
|
22.6K
$2.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 0.46% |
$428 - $472
|
1.09K
$97.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
424+ 7.25% |
$36.3K - $40K
|
6.27K
$561K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-75- 3.6% |
$6.42K - $7.08K
|
2.01K
$180K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
661+ 2.73% |
$56.5K - $62.4K
|
24.9K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-153- 1.05% |
$13.1K - $14.4K
|
14.4K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1K+ 100.0% |
$85.6K - $94.3K
|
2K
$179K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-3- 0.23% |
$257 - $283
|
1.29K
$115K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-3.02K- 36.84% |
$258K - $285K
|
5.18K
$464K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-208- 94.55% |
$17.8K - $19.6K
|
12
$1.07K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-10- 0.05% |
$856 - $943
|
21.5K
$1.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.31K- 9.49% |
$197K - $217K
|
22K
$1.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
108+ 36.36% |
$9.24K - $10.2K
|
405
$36.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
666+ 0.87% |
$57K - $62.8K
|
76.9K
$6.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-337- 49.93% |
$28.8K - $31.8K
|
338
$30.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-253- 1.58% |
$21.6K - $23.9K
|
15.7K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
4+ 0.12% |
$342 - $377
|
3.28K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-28- 0.04% |
$2.4K - $2.64K
|
65.8K
$5.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
69+ 0.71% |
$5.9K - $6.51K
|
9.84K
$881K
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.48K- 26.31% |
$127K - $140K
|
4.15K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-4.25K- 21.67% |
$364K - $401K
|
15.4K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-1- 0.01% |
$85.6 - $94.3
|
14.1K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-6.81K- 18.46% |
$583K - $642K
|
30.1K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.43K- 31.22% |
$293K - $324K
|
7.56K
$677K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-148- 2.05% |
$12.7K - $14K
|
7.06K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
2.94K+ 10.29% |
$252K - $278K
|
31.5K
$2.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-2.82K- 9.24% |
$241K - $266K
|
27.7K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-216- 2.55% |
$18.5K - $20.4K
|
8.25K
$738K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
295+ 1.64% |
$25.2K - $27.8K
|
18.3K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-100- 1.73% |
$8.56K - $9.43K
|
5.67K
$507K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
5.72K+ 7.46% |
$489K - $539K
|
82.4K
$7.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18.8KNew |
$1.6M - $1.77M
|
18.8K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.72K- 28.74% |
$404K - $445K
|
11.7K
$1.05M
|