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 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-88- 12.09% |
$7.53K - $8.3K
|
640
$59.4K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-23- 10.22% |
$1.97K - $2.17K
|
202
$18.7K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.23KNew |
$191K - $211K
|
2.23K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.15K- 30.7% |
$98K - $108K
|
2.59K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.99KNew |
$255K - $282K
|
2.99K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.83K- 25.17% |
$156K - $173K
|
5.44K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-269- 77.08% |
$23K - $25.4K
|
80
$7.42K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.33KNew |
$199K - $220K
|
2.33K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
1+ 0.04% |
$85.6 - $94.3
|
2.84K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-301- 9.44% |
$25.8K - $28.4K
|
2.89K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.73K- 23.6% |
$148K - $163K
|
5.59K
$518K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-4- 1.83% |
$342 - $377
|
214
$19.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
487New |
$41.7K - $45.9K
|
487
$45.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
163+ 3.75% |
$13.9K - $15.4K
|
4.51K
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.7KNew |
$3.66M - $4.03M
|
42.7K
$3.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-674- 3.48% |
$57.7K - $63.6K
|
18.7K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-52- 0.3% |
$4.45K - $4.91K
|
17.5K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-314- 50.97% |
$26.9K - $29.6K
|
302
$28K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
256+ 6.31% |
$21.9K - $24.2K
|
4.32K
$401K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1- 0.03% |
$85.6 - $94.3
|
3.2K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.44K+ 11.18% |
$636K - $701K
|
73.9K
$6.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-913- 26.64% |
$78.1K - $86.1K
|
2.51K
$233K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
794+ 33.5% |
$67.9K - $74.9K
|
3.16K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-54- 2.18% |
$4.62K - $5.09K
|
2.43K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
350+ 8.22% |
$29.9K - $33K
|
4.61K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.46K- 29.8% |
$125K - $138K
|
3.44K
$319K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-151- 4.78% |
$12.9K - $14.2K
|
3.01K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
223+ 9.07% |
$19.1K - $21K
|
2.68K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-4- 0.16% |
$342 - $377
|
2.57K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
68+ 2.28% |
$5.82K - $6.42K
|
3.05K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
630New |
$53.9K - $59.4K
|
630
$58.5K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
605+ 7562.5% |
$51.8K - $57.1K
|
613
$56.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.73KNew |
$233K - $257K
|
2.73K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-75- 3.6% |
$6.42K - $7.08K
|
2.01K
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
661+ 2.73% |
$56.5K - $62.4K
|
24.9K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1K+ 100.0% |
$85.6K - $94.3K
|
2K
$186K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.43K- 31.22% |
$293K - $324K
|
7.56K
$701K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-100- 1.73% |
$8.56K - $9.43K
|
5.67K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18.8KNew |
$1.6M - $1.77M
|
18.8K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
11.1K+ 368.53% |
$946K - $1.04M
|
14.1K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-4.18K- 11.28% |
$358K - $394K
|
32.9K
$3.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-104- 8.49% |
$8.9K - $9.81K
|
1.12K
$104K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-1.81K- 32.58% |
$155K - $171K
|
3.75K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-11.5K- 47.91% |
$980K - $1.08M
|
12.5K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-296- 50.43% |
$25.3K - $27.9K
|
291
$27K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
38New |
$3.25K - $3.58K
|
38
$3.53K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-500- 45.45% |
$42.8K - $47.2K
|
600
$55.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
121New |
$10.4K - $11.4K
|
121
$11.2K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.24KNew |
$192K - $212K
|
2.24K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4+ 0.1% |
$342 - $377
|
3.86K
$358K
|