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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.84K- 37.38% |
$249K - $280K
|
4.75K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.24K+ 3.62% |
$197K - $221K
|
64.1K
$5.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-296- 8.29% |
$26K - $29.2K
|
3.27K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
77New |
$6.76K - $7.59K
|
77
$7.15K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
140New |
$12.3K - $13.8K
|
140
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-54- 1.02% |
$4.74K - $5.32K
|
5.25K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
230+ 9.43% |
$20.2K - $22.7K
|
2.67K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
225New |
$19.8K - $22.2K
|
225
$20.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.58K+ 4.61% |
$139K - $156K
|
35.8K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.2KNew |
$193K - $217K
|
2.2K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.27K+ 2.71% |
$112K - $125K
|
48.2K
$4.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 3.55% |
$8.79K - $9.86K
|
2.72K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
218+ 9.04% |
$19.2K - $21.5K
|
2.63K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
79.1K+ 2147.62% |
$6.94M - $7.79M
|
82.7K
$7.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.05K- 30.29% |
$91.8K - $103K
|
2.41K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
415+ 177.35% |
$36.5K - $40.9K
|
649
$60.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.12KNew |
$98K - $110K
|
1.12K
$104K
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-72.2K- 75.6% |
$6.34M - $7.11M
|
23.3K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
133New |
$11.7K - $13.1K
|
133
$12.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.0% |
$87.9 - $98.6
|
51
$4.73K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
300New |
$26.4K - $29.6K
|
300
$27.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3K+ 351.11% |
$264K - $296K
|
3.86K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.53K+ 267.63% |
$486K - $545K
|
7.6K
$705K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.7KNew |
$1.38M - $1.55M
|
15.7K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 1.09% |
$351 - $394
|
363
$33.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-45- 4.05% |
$3.95K - $4.44K
|
1.07K
$98.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-768- 21.09% |
$67.5K - $75.7K
|
2.87K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
17+ 0.6% |
$1.49K - $1.68K
|
2.87K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-379- 4.6% |
$33.3K - $37.4K
|
7.85K
$729K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
9+ 2.73% |
$791 - $887
|
339
$31.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
5.79KNew |
$509K - $571K
|
5.79K
$537K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3KNew |
$264K - $296K
|
3K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
35+ 0.14% |
$3.07K - $3.45K
|
24.4K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-248- 6.76% |
$21.8K - $24.5K
|
3.42K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$4.39K - $4.93K
|
50
$4.64K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.08% |
$176 - $197
|
2.53K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
288New |
$25.3K - $28.4K
|
288
$26.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-52- 94.55% |
$4.57K - $5.13K
|
3
$278
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-389- 12.44% |
$34.2K - $38.4K
|
2.74K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-425- 98.61% |
$37.3K - $41.9K
|
6
$557
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
318+ 2.64% |
$27.9K - $31.4K
|
12.4K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13KNew |
$1.14M - $1.28M
|
13K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.37K+ 19.15% |
$120K - $135K
|
8.5K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
291New |
$25.6K - $28.7K
|
291
$27K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
2.34KNew |
$205K - $230K
|
2.34K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-836- 2.17% |
$73.4K - $82.4K
|
37.6K
$3.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
28.4KNew |
$2.49M - $2.8M
|
28.4K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-246- 19.98% |
$21.6K - $24.3K
|
985
$91.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.6% |
$264 - $296
|
499
$46.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.23K- 92.07% |
$108K - $121K
|
106
$9.84K
|