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 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.75K+ 14.39% |
$749K - $825K
|
69.6K
$6.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
765+ 4.36% |
$65.4K - $72.2K
|
18.3K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
280+ 5.34% |
$24K - $26.4K
|
5.52K
$495K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-112- 0.7% |
$9.58K - $10.6K
|
15.8K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-3.01K- 2.75% |
$257K - $284K
|
106K
$9.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-52- 1.58% |
$4.45K - $4.91K
|
3.24K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
299+ 1.75% |
$25.6K - $28.2K
|
17.4K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.15K+ 4.87% |
$98K - $108K
|
24.7K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-288- 2.09% |
$24.6K - $27.2K
|
13.5K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.18% |
$856 - $943
|
5.69K
$509K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.65K+ 18.19% |
$141K - $156K
|
10.7K
$960K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-845- 2.21% |
$72.3K - $79.7K
|
37.4K
$3.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-44- 23.28% |
$3.76K - $4.15K
|
145
$13K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.51K+ 22.76% |
$129K - $143K
|
8.15K
$730K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.73K- 5.46% |
$747K - $824K
|
151K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-484- 13.34% |
$41.4K - $45.7K
|
3.14K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
810+ 9.0% |
$69.3K - $76.4K
|
9.81K
$878K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-17.7K- 25.26% |
$1.51M - $1.67M
|
52.3K
$4.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.11% |
$342 - $377
|
3.5K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-32.1K- 35.35% |
$2.75M - $3.03M
|
58.8K
$5.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-177- 84.69% |
$15.1K - $16.7K
|
32
$2.86K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
521+ 8.65% |
$44.6K - $49.2K
|
6.54K
$586K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.58K- 1.11% |
$136K - $149K
|
141K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.33K+ 2.39% |
$114K - $125K
|
56.8K
$5.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.48K+ 4.97% |
$383K - $422K
|
94.5K
$8.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.04K+ 2.07% |
$88.7K - $97.8K
|
51K
$4.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-291K- 25.9% |
$24.9M - $27.4M
|
832K
$74.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.61KNew |
$223K - $246K
|
2.61K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
12.4K+ 3.1% |
$1.06M - $1.17M
|
413K
$37M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-507- 3.56% |
$43.4K - $47.8K
|
13.8K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
2.23KNew |
$190K - $210K
|
2.23K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.59K+ 26.8% |
$222K - $244K
|
12.3K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
263+ 4.41% |
$22.5K - $24.8K
|
6.23K
$558K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
37.1KNew |
$3.17M - $3.5M
|
37.1K
$3.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-31.5K- 23.22% |
$2.7M - $2.98M
|
104K
$9.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.5% |
$1.45K - $1.6K
|
3.41K
$306K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.95K- 7.21% |
$166K - $183K
|
25K
$2.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.04% |
$342 - $377
|
9.51K
$851K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-50- 0.25% |
$4.28K - $4.72K
|
19.7K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-55.5K- 62.53% |
$4.75M - $5.23M
|
33.2K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
477+ 1.09% |
$40.8K - $45K
|
44.3K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
217+ 4.52% |
$18.6K - $20.5K
|
5.02K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
755+ 7.34% |
$64.6K - $71.2K
|
11K
$988K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
45+ 1.37% |
$3.85K - $4.25K
|
3.32K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.51K- 4.91% |
$129K - $143K
|
29.3K
$2.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.71K- 15.68% |
$146K - $161K
|
9.17K
$821K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.47K+ 1.72% |
$126K - $139K
|
87.2K
$7.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
575+ 0.75% |
$49.2K - $54.2K
|
77.2K
$6.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.55% |
$171 - $189
|
364
$32.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.22K- 5.49% |
$105K - $115K
|
21K
$1.88M
|