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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
30New |
$2.64K - $2.96K
|
30
$2.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
22.1K+ 8.01% |
$1.94M - $2.18M
|
298K
$26.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
960New |
$84.3K - $94.7K
|
960
$85.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
125+ 2.19% |
$11K - $12.3K
|
5.83K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-337- 9.83% |
$29.6K - $33.2K
|
3.09K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
102+ 1.86% |
$8.96K - $10.1K
|
5.58K
$499K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-80- 2.65% |
$7.03K - $7.89K
|
2.94K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-172- 3.86% |
$15.1K - $17K
|
4.29K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-725- 3.2% |
$63.7K - $71.5K
|
21.9K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
5.52KNew |
$485K - $544K
|
5.52K
$494K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
13.1KNew |
$1.15M - $1.29M
|
13.1K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
302+ 0.37% |
$26.5K - $29.8K
|
81.8K
$7.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
18New |
$1.58K - $1.77K
|
18
$1.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.51K+ 1432.24% |
$308K - $346K
|
3.75K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3+ 9.68% |
$264 - $296
|
34
$3.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.6KNew |
$1.28M - $1.43M
|
14.6K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
6.29KNew |
$553K - $620K
|
6.29K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
64.6K+ 2862.18% |
$5.68M - $6.37M
|
66.9K
$5.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.9KNew |
$254K - $285K
|
2.9K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$98.9K - $111K
|
1.13K
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.6KNew |
$228K - $256K
|
2.6K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-64- 24.81% |
$5.62K - $6.31K
|
194
$17.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
99New |
$8.7K - $9.76K
|
99
$8.86K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
224+ 70.0% |
$19.7K - $22.1K
|
544
$48.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-100- 1.31% |
$8.79K - $9.86K
|
7.51K
$672K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
4.16KNew |
$366K - $411K
|
4.16K
$373K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.1KNew |
$1.33M - $1.49M
|
15.1K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-8.04K- 22.74% |
$707K - $793K
|
27.3K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.83K- 29.3% |
$161K - $180K
|
4.41K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
52K+ 381.45% |
$4.57M - $5.13M
|
65.6K
$5.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
475New |
$41.7K - $46.8K
|
475
$42.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-380- 4.71% |
$33.4K - $37.5K
|
7.68K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 2.47% |
$176 - $197
|
83
$7.43K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.9KNew |
$1.22M - $1.37M
|
13.9K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-383- 98.97% |
$33.6K - $37.8K
|
4
$358
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.21K- 99.96% |
$809K - $908K
|
4
$358
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.23KNew |
$547K - $614K
|
6.23K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
224+ 0.26% |
$19.7K - $22.1K
|
85.9K
$7.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-99- 38.82% |
$8.7K - $9.76K
|
156
$14K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-43.9K- 21.52% |
$3.86M - $4.33M
|
160K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-400- 10.04% |
$35.1K - $39.4K
|
3.59K
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
28+ 0.7% |
$2.46K - $2.76K
|
4.01K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.24KNew |
$285K - $320K
|
3.24K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
10+ 0.18% |
$879 - $986
|
5.44K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
85New |
$7.47K - $8.38K
|
85
$7.61K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.18K- 18.68% |
$104K - $116K
|
5.14K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 3.9% |
$930K - $1.04M
|
282K
$25.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
78+ 4.14% |
$6.85K - $7.69K
|
1.96K
$176K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.05K- 3.74% |
$180K - $202K
|
52.8K
$4.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
676New |
$59.4K - $66.7K
|
676
$60.5K
|