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 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-568- 32.59% |
$48.6K - $53.6K
|
1.18K
$109K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-44- 23.28% |
$3.76K - $4.15K
|
145
$13.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-177- 84.69% |
$15.1K - $16.7K
|
32
$2.97K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.61KNew |
$223K - $246K
|
2.61K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
2.23KNew |
$190K - $210K
|
2.23K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
263+ 4.41% |
$22.5K - $24.8K
|
6.23K
$578K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
37.1KNew |
$3.17M - $3.5M
|
37.1K
$3.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.71K- 15.68% |
$146K - $161K
|
9.17K
$851K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.22K- 5.49% |
$105K - $115K
|
21K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.24K- 5.94% |
$106K - $117K
|
19.7K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-109- 3.04% |
$9.32K - $10.3K
|
3.48K
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
23+ 7.57% |
$1.97K - $2.17K
|
327
$30.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-492- 15.24% |
$42.1K - $46.4K
|
2.74K
$254K
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
79.3KNew |
$6.78M - $7.48M
|
79.3K
$7.36M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 0.2% |
$770 - $849
|
4.48K
$415K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$17.1K - $18.9K
|
200
$18.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 2.04% |
$85.6 - $94.3
|
50
$4.64K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-165- 37.5% |
$14.1K - $15.6K
|
275
$25.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 6.43% |
$23.7K - $26.1K
|
4.03K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-855- 22.25% |
$73.1K - $80.7K
|
2.99K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.68K+ 7.87% |
$143K - $158K
|
23K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.32KNew |
$199K - $219K
|
2.32K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
690+ 27.6% |
$59K - $65.1K
|
3.19K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-3.91K- 49.33% |
$335K - $369K
|
4.02K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
350+ 1.56% |
$29.9K - $33K
|
22.7K
$2.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 14.06% |
$144K - $159K
|
10.3K
$958K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
15+ 0.18% |
$1.28K - $1.42K
|
8.58K
$797K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
100+ 1.52% |
$8.56K - $9.43K
|
6.69K
$621K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 6.22% |
$12.8K - $14.2K
|
2.26K
$210K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
31+ 1.03% |
$2.65K - $2.92K
|
3.03K
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 8.15% |
$17.1K - $18.9K
|
2.26K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-7.8K- 39.0% |
$667K - $736K
|
12.2K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-132- 4.79% |
$11.3K - $12.5K
|
2.63K
$244K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
3.05KNew |
$260K - $287K
|
3.05K
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-69.7K- 43.09% |
$5.96M - $6.57M
|
92K
$8.54M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-433- 8.78% |
$37K - $40.8K
|
4.5K
$418K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.63KNew |
$311K - $343K
|
3.63K
$337K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-9- 0.25% |
$770 - $849
|
3.64K
$338K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-54- 1.75% |
$4.74K - $5.32K
|
3.03K
$281K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2New |
$176 - $197
|
2
$186
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
86.4K+ 897.46% |
$7.59M - $8.52M
|
96.1K
$8.92M
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
BUY
|
- |
9.93K+ 59.79% |
$872K - $979K
|
26.5K
$2.46M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-270K- 68.87% |
$23.8M - $26.7M
|
122K
$11.3M
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
254New |
$22.3K - $25K
|
254
$23.6K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
600New |
$52.7K - $59.2K
|
600
$55.7K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20+ 100.0% |
$1.76K - $1.97K
|
40
$3.71K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
204New |
$17.9K - $20.1K
|
204
$18.9K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
12+ 0.31% |
$1.05K - $1.18K
|
3.83K
$356K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
53.1KNew |
$4.67M - $5.24M
|
53.1K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$87.9 - $98.6
|
1
$92.8
|
|