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 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.78K+ 4.28% |
$409K - $451K
|
117K
$10.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.63KNew |
$311K - $343K
|
3.63K
$325K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-9- 0.25% |
$770 - $849
|
3.64K
$326K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
600New |
$52.7K - $59.2K
|
600
$53.7K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
344K+ 84.43% |
$30.2M - $33.9M
|
751K
$67.3M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.76K- 25.27% |
$154K - $173K
|
5.2K
$465K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
9.92KNew |
$872K - $979K
|
9.92K
$888K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-521- 7.8% |
$45.8K - $51.4K
|
6.16K
$551K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
11.9KNew |
$1.05M - $1.18M
|
11.9K
$1.07M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20+ 100.0% |
$1.76K - $1.97K
|
40
$3.58K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
204New |
$17.9K - $20.1K
|
204
$18.3K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
12+ 0.31% |
$1.05K - $1.18K
|
3.83K
$343K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
174+ 1.5% |
$15.3K - $17.2K
|
11.8K
$1.06M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.95K- 6.9% |
$347K - $389K
|
53.3K
$4.77M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
53.1KNew |
$4.67M - $5.24M
|
53.1K
$4.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.06K+ 16.79% |
$92.9K - $104K
|
7.36K
$659K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
12.6KNew |
$1.11M - $1.24M
|
12.6K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$87.9 - $98.6
|
1
$89.5
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-13.1K- 42.12% |
$1.15M - $1.3M
|
18.1K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.64KNew |
$232K - $260K
|
2.64K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5.85KNew |
$514K - $577K
|
5.85K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
51.8K+ 229.2% |
$4.55M - $5.11M
|
74.4K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
12+ 0.2% |
$1.05K - $1.18K
|
6.08K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 0.75% |
$17.6K - $19.7K
|
27K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-65.9K- 92.55% |
$5.79M - $6.5M
|
5.3K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-40- 0.32% |
$3.51K - $3.94K
|
12.5K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
175New |
$15.4K - $17.3K
|
175
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.3K- 28.86% |
$114K - $128K
|
3.2K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
29.9KNew |
$2.63M - $2.95M
|
29.9K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$363K - $408K
|
4.13K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.46KNew |
$216K - $242K
|
2.46K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2- 6.67% |
$176 - $197
|
28
$2.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4.26K- 7.58% |
$374K - $420K
|
51.9K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
131+ 4.13% |
$11.5K - $12.9K
|
3.3K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1+ 0.68% |
$87.9 - $98.6
|
148
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
3.26KNew |
$286K - $321K
|
3.26K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.05KNew |
$92.5K - $104K
|
1.05K
$94.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.26KNew |
$111K - $124K
|
1.26K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
514New |
$45.2K - $50.7K
|
514
$46K
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-1.3M- 60.47% |
$114M - $128M
|
850K
$76.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-9.7K- 24.68% |
$852K - $956K
|
29.6K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.5KNew |
$132K - $148K
|
1.5K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
171New |
$15K - $16.9K
|
171
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1- 0.02% |
$87.9 - $98.6
|
6.61K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
538New |
$47.3K - $53K
|
538
$48.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-229- 8.06% |
$20.1K - $22.6K
|
2.61K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
56.8K+ 58.8% |
$4.99M - $5.6M
|
153K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
255New |
$22.4K - $25.1K
|
255
$22.8K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-20.9K- 55.54% |
$1.84M - $2.06M
|
16.8K
$1.5M
|
|