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 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.45K- 99.93% |
$127K - $143K
|
1
$92.8
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 1.95% |
$966 - $1.08K
|
576
$53.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-146- 3.46% |
$12.8K - $14.4K
|
4.07K
$378K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-100- 1.74% |
$8.79K - $9.86K
|
5.66K
$525K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-36- 0.05% |
$2.99K - $3.56K
|
71.8K
$6.66M
|
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.53KNew |
$210K - $251K
|
2.53K
$235K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
136+ 0.97% |
$11.3K - $13.5K
|
14.2K
$1.32M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 4.55% |
$83 - $99
|
21
$1.95K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15.1K- 15.67% |
$1.25M - $1.49M
|
81K
$7.52M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
620+ 23.86% |
$51.4K - $61.4K
|
3.22K
$299K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-208- 5.88% |
$17.3K - $20.6K
|
3.33K
$309K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.27KNew |
$105K - $125K
|
1.27K
$117K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
13+ 0.39% |
$1.08K - $1.29K
|
3.35K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
122+ 2.78% |
$10.1K - $12.1K
|
4.51K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.12KNew |
$176K - $210K
|
2.12K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.5K- 60.34% |
$290K - $346K
|
2.3K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-20.5K- 51.91% |
$1.7M - $2.03M
|
19K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
7.53KNew |
$625K - $745K
|
7.53K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.21K+ 109.94% |
$100K - $119K
|
2.3K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.97KNew |
$247K - $294K
|
2.97K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.69KNew |
$223K - $266K
|
2.69K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.48K+ 345.09% |
$123K - $146K
|
1.91K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
900+ 2368.42% |
$74.7K - $89.1K
|
938
$87.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
5.31KNew |
$441K - $526K
|
5.31K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-371- 14.95% |
$30.8K - $36.7K
|
2.11K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
246KNew |
$20.4M - $24.4M
|
246K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.18KNew |
$181K - $215K
|
2.18K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-33.6K- 20.7% |
$2.79M - $3.33M
|
129K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3KNew |
$249K - $297K
|
3K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.31KNew |
$191K - $228K
|
2.31K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-98- 2.29% |
$8.13K - $9.7K
|
4.19K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-11K- 21.74% |
$913K - $1.09M
|
39.6K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.38KNew |
$529K - $632K
|
6.38K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
7.4K+ 13.83% |
$614K - $732K
|
60.9K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-101- 57.06% |
$8.38K - $10K
|
76
$7.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
29.6K+ 67.43% |
$2.46M - $2.93M
|
73.5K
$6.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-94- 0.18% |
$7.8K - $9.3K
|
51.3K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.81K+ 5.46% |
$316K - $377K
|
73.5K
$6.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
32KNew |
$2.66M - $3.17M
|
32K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
288+ 3.32% |
$23.9K - $28.5K
|
8.95K
$831K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-98.7K- 3.7% |
$8.19M - $9.77M
|
2.57M
$239M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-16.7K- 98.4% |
$1.39M - $1.66M
|
272
$25.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Trustees Of The Smith College
|
BUY
|
- |
2.98K+ 2.08% |
$247K - $295K
|
147K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
152KNew |
$12.6M - $15M
|
152K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.11KNew |
$175K - $208K
|
2.11K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.12KNew |
$259K - $309K
|
3.12K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Digital Bridge Group, Inc.
Boca Raton, FL |
SELL
|
PUT |
-10.8K- 66.26% |
$896K - $1.07M
|
5.5K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-909- 29.45% |
$75.4K - $90K
|
2.18K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.85K+ 2.4% |
$154K - $183K
|
78.8K
$7.32M
|
|