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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
3+ 0.1% |
$239 - $274
|
3.12K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3+ 0.06% |
$239 - $274
|
4.89K
$437K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
76.9K+ 5.91% |
$6.14M - $7.03M
|
1.38M
$123M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
11.5K+ 304.03% |
$915K - $1.05M
|
15.2K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.87K+ 3.59% |
$628K - $720K
|
227K
$20.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
379+ 0.84% |
$30.2K - $34.6K
|
45.3K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-125- 1.99% |
$9.97K - $11.4K
|
6.16K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
240+ 7.83% |
$19.1K - $21.9K
|
3.3K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
BUY
|
- |
7.58K+ 8.72% |
$605K - $693K
|
94.5K
$8.46M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.05K+ 9.11% |
$84K - $96.3K
|
12.6K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
470+ 0.94% |
$37.5K - $43K
|
50.7K
$4.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
41+ 1.0% |
$3.27K - $3.75K
|
4.16K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.16K- 1.68% |
$92.2K - $106K
|
67.6K
$6.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-853- 13.83% |
$68.1K - $78K
|
5.31K
$476K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-30- 1.16% |
$2.39K - $2.74K
|
2.55K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7.52K+ 37.44% |
$600K - $688K
|
27.6K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
7.65K+ 0.94% |
$610K - $699K
|
825K
$73.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.38K- 11.27% |
$110K - $126K
|
10.9K
$975K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.61K- 6.3% |
$128K - $147K
|
23.9K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
332+ 0.27% |
$26.5K - $30.4K
|
125K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
182+ 1.34% |
$14.5K - $16.6K
|
13.8K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 3.94% |
$91.5K - $105K
|
27.9K
$2.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.45K- 5.28% |
$116K - $133K
|
26K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.79K- 8.53% |
$303K - $347K
|
40.7K
$3.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-806- 3.39% |
$64.3K - $73.7K
|
23K
$2.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.79K- 26.81% |
$143K - $164K
|
4.89K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-55- 0.14% |
$4.39K - $5.03K
|
38.8K
$3.47M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-843- 4.67% |
$67.3K - $77.1K
|
17.2K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-661- 5.03% |
$52.7K - $60.4K
|
12.5K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
95+ 380.0% |
$7.58K - $8.68K
|
120
$10.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.35K+ 159.55% |
$108K - $124K
|
2.2K
$197K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-579- 2.66% |
$46.2K - $52.9K
|
21.2K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-91- 9.65% |
$7.26K - $8.32K
|
852
$76.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-10K- 64.93% |
$800K - $916K
|
5.41K
$485K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
187+ 0.66% |
$14.9K - $17.1K
|
28.5K
$2.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1K- 13.13% |
$79.8K - $91.4K
|
6.62K
$593K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-22- 0.24% |
$1.76K - $2.01K
|
9.22K
$825K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-145- 1.64% |
$11.6K - $13.3K
|
8.72K
$781K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
236+ 43.14% |
$18.8K - $21.6K
|
783
$70.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
56New |
$4.47K - $5.12K
|
56
$5.01K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-16- 30.19% |
$1.28K - $1.46K
|
37
$3.31K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 4.14% |
$218K - $250K
|
63.2K
$5.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-58- 0.44% |
$4.63K - $5.3K
|
13K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-802- 34.69% |
$64K - $73.3K
|
1.51K
$135K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-491- 13.85% |
$39.2K - $44.9K
|
3.05K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-224- 3.47% |
$17.9K - $20.5K
|
6.24K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
886+ 2.02% |
$70.7K - $81K
|
44.7K
$4M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.76K+ 21.96% |
$220K - $252K
|
15.3K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
95+ 1.2% |
$7.58K - $8.68K
|
8K
$716K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-25- 0.4% |
$1.99K - $2.29K
|
6.25K
$560K
|