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 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
738+ 3.86% |
$63.1K - $69.6K
|
19.8K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-195- 2.52% |
$16.7K - $18.4K
|
7.54K
$675K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
470+ 2.22% |
$40.2K - $44.3K
|
21.7K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
30+ 1.79% |
$2.57K - $2.83K
|
1.71K
$153K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-602- 9.45% |
$51.5K - $56.8K
|
5.77K
$517K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-680- 8.34% |
$58.2K - $64.2K
|
7.47K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
287K+ 234.98% |
$24.6M - $27.1M
|
409K
$36.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-2.1K- 1.03% |
$179K - $198K
|
202K
$18.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
11.1K+ 368.53% |
$946K - $1.04M
|
14.1K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-4.18K- 11.28% |
$358K - $394K
|
32.9K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-148- 2.11% |
$12.7K - $14K
|
6.87K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
6.09K+ 5.31% |
$521K - $575K
|
121K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
BUY
|
- |
1.15K+ 7.23% |
$98K - $108K
|
17K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
9.9K+ 9.2% |
$847K - $934K
|
117K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-104- 8.49% |
$8.9K - $9.81K
|
1.12K
$100K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
102+ 0.33% |
$8.73K - $9.62K
|
30.8K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.06K+ 6.74% |
$348K - $383K
|
64.3K
$5.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-674- 2.72% |
$57.7K - $63.6K
|
24.1K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-1.81K- 32.58% |
$155K - $171K
|
3.75K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4+ 0.08% |
$342 - $377
|
4.83K
$432K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-11.5K- 47.91% |
$980K - $1.08M
|
12.5K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-53- 1.53% |
$4.53K - $5K
|
3.41K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-296- 50.43% |
$25.3K - $27.9K
|
291
$26.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
38New |
$3.25K - $3.58K
|
38
$3.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-500- 45.45% |
$42.8K - $47.2K
|
600
$53.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
121New |
$10.4K - $11.4K
|
121
$10.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-1.63K- 5.73% |
$140K - $154K
|
26.9K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.31K+ 23.85% |
$454K - $501K
|
27.5K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
32.8K+ 20.23% |
$2.8M - $3.09M
|
195K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-562- 4.53% |
$48.1K - $53K
|
11.9K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
2K+ 36.36% |
$171K - $189K
|
7.5K
$671K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
205+ 1.71% |
$17.5K - $19.3K
|
12.2K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-7.79K- 19.77% |
$666K - $735K
|
31.6K
$2.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
151+ 1.34% |
$12.9K - $14.2K
|
11.4K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-62- 0.29% |
$5.3K - $5.85K
|
21.1K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-1.38K- 5.84% |
$118K - $130K
|
22.2K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.8K- 5.77% |
$1.52M - $1.68M
|
290K
$26M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.24KNew |
$192K - $212K
|
2.24K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4+ 0.1% |
$342 - $377
|
3.86K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-15- 0.18% |
$1.28K - $1.42K
|
8.33K
$746K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
12.2K+ 6.13% |
$1.04M - $1.15M
|
211K
$18.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.9K- 10.0% |
$248K - $273K
|
26.1K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.63% |
$5.39K - $5.94K
|
10K
$895K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-264- 0.34% |
$22.6K - $24.9K
|
78.5K
$7.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-568- 32.59% |
$48.6K - $53.6K
|
1.18K
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
141+ 5.32% |
$12.1K - $13.3K
|
2.79K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-14.5K- 39.37% |
$1.24M - $1.37M
|
22.3K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.5K+ 10.04% |
$1.67M - $1.84M
|
214K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.71K+ 4.97% |
$232K - $256K
|
57.3K
$5.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-656- 4.09% |
$56.1K - $61.9K
|
15.4K
$1.38M
|