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 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.24K- 5.94% |
$106K - $117K
|
19.7K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
112+ 4.4% |
$9.58K - $10.6K
|
2.66K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-109- 3.04% |
$9.32K - $10.3K
|
3.48K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.2% |
$85.6 - $94.3
|
501
$44.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
23+ 7.57% |
$1.97K - $2.17K
|
327
$29.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-657- 3.22% |
$56.2K - $62K
|
19.7K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 16.81% |
$114K - $126K
|
6.6K
$591K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
50+ 0.28% |
$4.28K - $4.72K
|
18.1K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-492- 15.24% |
$42.1K - $46.4K
|
2.74K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
79.3KNew |
$6.78M - $7.48M
|
79.3K
$7.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.55K- 14.65% |
$132K - $146K
|
9K
$806K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.13K+ 14.25% |
$96.8K - $107K
|
9.07K
$812K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.97K+ 15.48% |
$510K - $563K
|
44.5K
$3.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-406- 2.24% |
$34.7K - $38.3K
|
17.7K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 0.2% |
$770 - $849
|
4.48K
$401K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.18% |
$428 - $472
|
2.8K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.1K+ 0.51% |
$94.2K - $104K
|
216K
$19.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$17.1K - $18.9K
|
200
$17.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-14.6K- 23.13% |
$1.25M - $1.38M
|
48.7K
$4.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.51K+ 11.4% |
$129K - $142K
|
14.7K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.99K- 14.63% |
$256K - $282K
|
17.5K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-8.48K- 44.79% |
$725K - $800K
|
10.4K
$935K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 2.04% |
$85.6 - $94.3
|
50
$4.48K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2K+ 17.26% |
$171K - $189K
|
13.6K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-165- 37.5% |
$14.1K - $15.6K
|
275
$24.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
615+ 1.58% |
$52.6K - $58K
|
39.6K
$3.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
469+ 0.85% |
$40.1K - $44.2K
|
55.5K
$4.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.51K- 9.3% |
$300K - $331K
|
34.2K
$3.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
342+ 9.53% |
$29.3K - $32.3K
|
3.93K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
25.5K+ 2.12% |
$2.18M - $2.41M
|
1.23M
$110M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.22K- 16.09% |
$275K - $304K
|
16.8K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.67K- 48.31% |
$314K - $346K
|
3.92K
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-648- 5.85% |
$55.4K - $61.1K
|
10.4K
$933K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 6.43% |
$23.7K - $26.1K
|
4.03K
$361K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-132- 2.68% |
$11.3K - $12.5K
|
4.8K
$430K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-855- 22.25% |
$73.1K - $80.7K
|
2.99K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-214- 7.08% |
$18.3K - $20.2K
|
2.81K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-118- 0.21% |
$10.1K - $11.1K
|
56.6K
$5.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.68K+ 7.87% |
$143K - $158K
|
23K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
35.1K+ 3.01% |
$3M - $3.31M
|
1.2M
$108M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.03K- 9.63% |
$87.8K - $96.8K
|
9.63K
$862K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59- 18.32% |
$5.05K - $5.57K
|
263
$23.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-579- 0.96% |
$49.5K - $54.6K
|
60K
$5.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.09K- 3.79% |
$93K - $103K
|
27.6K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-439- 3.89% |
$37.6K - $41.4K
|
10.8K
$970K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.7K- 14.69% |
$145K - $160K
|
9.84K
$881K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-19- 0.25% |
$1.63K - $1.79K
|
7.44K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 0.64% |
$770 - $849
|
1.39K
$125K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
88+ 1.01% |
$7.53K - $8.3K
|
8.8K
$787K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-11.2K- 5.0% |
$961K - $1.06M
|
214K
$19.1M
|