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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$222K - $245K
|
2.6K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-43- 0.26% |
$3.68K - $4.06K
|
16.7K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-100- 11.29% |
$8.56K - $9.43K
|
786
$72.9K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.6KNew |
$736K - $811K
|
8.6K
$798K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.47KNew |
$211K - $233K
|
2.47K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.4KNew |
$205K - $226K
|
2.4K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-212- 45.59% |
$18.1K - $20K
|
253
$23.5K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-131- 5.18% |
$11.2K - $12.4K
|
2.4K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
106+ 3.76% |
$9.07K - $10K
|
2.93K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.53K- 40.35% |
$131K - $144K
|
2.26K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.37K- 37.13% |
$117K - $129K
|
2.31K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-25.7K- 73.83% |
$2.2M - $2.42M
|
9.1K
$844K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
20New |
$1.71K - $1.89K
|
20
$1.86K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-154- 6.26% |
$13.2K - $14.5K
|
2.31K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
SELL
|
- |
-847- 15.25% |
$72.5K - $79.9K
|
4.71K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
132+ 4.68% |
$11.3K - $12.5K
|
2.95K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
139+ 1.03% |
$11.9K - $13.1K
|
13.6K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-296- 16.21% |
$25.3K - $27.9K
|
1.53K
$142K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
607+ 14.28% |
$51.9K - $57.3K
|
4.86K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
423+ 11.47% |
$36.2K - $39.9K
|
4.11K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.19K- 0.43% |
$187K - $207K
|
510K
$47.4M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.35% |
$1.11K - $1.23K
|
3.69K
$342K
|
|
|
May 07, 2025
Q1 2025
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
531+ 0.5% |
$45.4K - $50.1K
|
106K
$9.82M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.8KNew |
$154K - $169K
|
1.8K
$167K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
801+ 16.47% |
$68.5K - $75.6K
|
5.66K
$526K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-40- 1.29% |
$3.42K - $3.77K
|
3.07K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
19.3KNew |
$1.65M - $1.82M
|
19.3K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
136New |
$11.6K - $12.8K
|
136
$12.6K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.42K+ 5.16% |
$121K - $134K
|
28.9K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-199- 6.54% |
$17K - $18.8K
|
2.84K
$264K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-20- 1.69% |
$1.71K - $1.89K
|
1.16K
$108K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-25.9K- 60.2% |
$2.22M - $2.45M
|
17.1K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
182+ 4.77% |
$15.6K - $17.2K
|
4K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
985+ 14.97% |
$84.3K - $92.9K
|
7.56K
$702K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-9- 6.72% |
$770 - $849
|
125
$11.6K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 1.76% |
$257 - $283
|
167
$15.5K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
6+ 0.25% |
$513 - $566
|
2.39K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
126+ 4.77% |
$10.8K - $11.9K
|
2.77K
$257K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
37+ 1.03% |
$3.17K - $3.49K
|
3.63K
$337K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-134- 5.63% |
$11.5K - $12.6K
|
2.25K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-455K- 82.13% |
$38.9M - $42.9M
|
99K
$9.19M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
21New |
$1.8K - $1.98K
|
21
$1.95K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.47K+ 6.54% |
$468K - $516K
|
89K
$8.26M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
635+ 14.09% |
$54.3K - $59.9K
|
5.14K
$477K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
7.4KNew |
$633K - $698K
|
7.4K
$687K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-627- 0.88% |
$53.6K - $59.2K
|
70.6K
$6.55M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
51+ 22.47% |
$4.36K - $4.81K
|
278
$25.8K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-232- 6.7% |
$19.8K - $21.9K
|
3.23K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-82- 2.0% |
$7.02K - $7.74K
|
4.01K
$372K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.25K+ 2.59% |
$107K - $118K
|
49.5K
$4.59M
|