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
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.9K- 21.38% |
$928K - $1.02M
|
39.9K
$3.57M
|
|
|
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
|
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
$642K
|
|
|
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
|
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
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.33K- 14.32% |
$113K - $125K
|
7.93K
$710K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14.9K- 8.17% |
$1.28M - $1.41M
|
168K
$15M
|
|
|
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
|
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
$309K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-26- 0.8% |
$2.22K - $2.45K
|
3.22K
$288K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-727- 1.52% |
$62.2K - $68.6K
|
47.2K
$4.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 14.06% |
$144K - $159K
|
10.3K
$924K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
72+ 1.41% |
$6.16K - $6.79K
|
5.17K
$463K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-251- 7.3% |
$21.5K - $23.7K
|
3.19K
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-399- 6.14% |
$34.1K - $37.6K
|
6.1K
$546K
|
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
684+ 0.81% |
$58.5K - $64.5K
|
85.5K
$7.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
15+ 0.18% |
$1.28K - $1.42K
|
8.58K
$768K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
152+ 0.44% |
$13K - $14.3K
|
34.9K
$3.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.53% |
$257 - $283
|
569
$50.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
100+ 1.52% |
$8.56K - $9.43K
|
6.69K
$599K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
27+ 1.03% |
$2.31K - $2.55K
|
2.66K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-227- 0.8% |
$19.4K - $21.4K
|
28.3K
$2.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 6.22% |
$12.8K - $14.2K
|
2.26K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
74+ 0.52% |
$6.33K - $6.98K
|
14.2K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
31+ 1.03% |
$2.65K - $2.92K
|
3.03K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
15.5K+ 8.25% |
$1.33M - $1.46M
|
203K
$18.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 8.15% |
$17.1K - $18.9K
|
2.26K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
4.95K+ 13.63% |
$423K - $467K
|
41.3K
$3.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-7.8K- 39.0% |
$667K - $736K
|
12.2K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-132- 4.79% |
$11.3K - $12.5K
|
2.63K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
954+ 3.66% |
$81.6K - $90K
|
27K
$2.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
3.05KNew |
$260K - $287K
|
3.05K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-69.7K- 43.09% |
$5.96M - $6.57M
|
92K
$8.24M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-822- 5.04% |
$70.3K - $77.5K
|
15.5K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 1.24% |
$4.28K - $4.72K
|
4.08K
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
131+ 2.82% |
$11.2K - $12.4K
|
4.78K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.6K+ 47.17% |
$1.33M - $1.47M
|
48.7K
$4.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.2K- 27.66% |
$960K - $1.06M
|
29.4K
$2.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
63+ 0.46% |
$5.39K - $5.94K
|
13.7K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
3.49K+ 9.18% |
$298K - $329K
|
41.5K
$3.71M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.73K+ 3.16% |
$319K - $352K
|
122K
$10.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.32K+ 39.11% |
$113K - $125K
|
4.7K
$421K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.02K- 4.54% |
$87.2K - $96.1K
|
21.4K
$1.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-433- 8.78% |
$37K - $40.8K
|
4.5K
$403K
|