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 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
81+ 0.64% |
$6.93K - $7.64K
|
12.8K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.29K+ 7.46% |
$367K - $404K
|
61.8K
$5.54M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.7K- 30.24% |
$231K - $255K
|
6.23K
$559K
|
|
|
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
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$342 - $377
|
8.14K
$730K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.76K+ 20.25% |
$492K - $543K
|
34.2K
$3.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-439- 3.89% |
$37.6K - $41.4K
|
10.8K
$972K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9.24K- 17.42% |
$791K - $872K
|
43.8K
$3.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-204- 6.2% |
$17.5K - $19.2K
|
3.09K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
154+ 0.26% |
$13.2K - $14.5K
|
58.8K
$5.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.1K- 4.99% |
$1.21M - $1.33M
|
268K
$24.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
7.32K+ 5.85% |
$626K - $691K
|
132K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.7K- 14.69% |
$145K - $160K
|
9.84K
$883K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.4K+ 5.35% |
$119K - $132K
|
27.5K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-19- 0.25% |
$1.63K - $1.79K
|
7.44K
$668K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
34.7K+ 8.77% |
$2.97M - $3.27M
|
431K
$38.6M
|
|
|
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
$789K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-11.2K- 5.0% |
$961K - $1.06M
|
214K
$19.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
154+ 0.68% |
$13.2K - $14.5K
|
22.9K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-3.28K- 6.97% |
$281K - $309K
|
43.8K
$3.93M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.9K- 21.38% |
$928K - $1.02M
|
39.9K
$3.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.32KNew |
$199K - $219K
|
2.32K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-781- 4.16% |
$66.8K - $73.7K
|
18K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
5.12K+ 4.6% |
$438K - $483K
|
116K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-235- 2.0% |
$20.1K - $22.2K
|
11.5K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
690+ 27.6% |
$59K - $65.1K
|
3.19K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-94.5K- 92.94% |
$8.08M - $8.91M
|
7.18K
$644K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.11K+ 2.3% |
$95.2K - $105K
|
49.5K
$4.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
112+ 1.76% |
$9.58K - $10.6K
|
6.46K
$580K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.41K+ 15.86% |
$206K - $227K
|
17.6K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85.1K+ 108.86% |
$7.28M - $8.03M
|
163K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
659+ 2.56% |
$56.4K - $62.2K
|
26.4K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$257 - $283
|
16.3K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
31+ 0.15% |
$2.65K - $2.92K
|
20.1K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.2K+ 239.85% |
$1.13M - $1.24M
|
18.6K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-3.91K- 49.33% |
$335K - $369K
|
4.02K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-30- 0.5% |
$2.57K - $2.83K
|
6.01K
$539K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.33K- 14.32% |
$113K - $125K
|
7.93K
$711K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14.9K- 8.17% |
$1.28M - $1.41M
|
168K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
21New |
$1.8K - $1.98K
|
21
$1.88K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-49K- 98.9% |
$4.19M - $4.62M
|
547
$49.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
350+ 1.56% |
$29.9K - $33K
|
22.7K
$2.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
SELL
|
- |
-100- 2.81% |
$8.56K - $9.43K
|
3.46K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-26- 0.8% |
$2.22K - $2.45K
|
3.22K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-602K- 90.52% |
$51.5M - $56.8M
|
63K
$5.65M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
2.56K+ 3.72% |
$219K - $242K
|
71.5K
$6.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-727- 1.52% |
$62.2K - $68.6K
|
47.2K
$4.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
761+ 5.92% |
$65.1K - $71.8K
|
13.6K
$1.22M
|