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 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 14.06% |
$144K - $159K
|
10.3K
$926K
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
72+ 1.41% |
$6.16K - $6.79K
|
5.17K
$464K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-251- 7.3% |
$21.5K - $23.7K
|
3.19K
$286K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-390- 13.6% |
$33.4K - $36.8K
|
2.48K
$222K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-362- 2.68% |
$31K - $34.2K
|
13.1K
$1.18M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-399- 6.14% |
$34.1K - $37.6K
|
6.1K
$547K
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
684+ 0.81% |
$58.5K - $64.5K
|
85.5K
$7.67M
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
15+ 0.18% |
$1.28K - $1.42K
|
8.58K
$770K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.05K- 18.48% |
$261K - $288K
|
13.5K
$1.21M
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-100- 1.83% |
$8.56K - $9.43K
|
5.38K
$482K
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
152+ 0.44% |
$13K - $14.3K
|
34.9K
$3.13M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.53% |
$257 - $283
|
569
$51K
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.69K- 28.54% |
$145K - $159K
|
4.23K
$380K
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
100+ 1.52% |
$8.56K - $9.43K
|
6.69K
$600K
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
27+ 1.03% |
$2.31K - $2.55K
|
2.66K
$238K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-227- 0.8% |
$19.4K - $21.4K
|
28.3K
$2.54M
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-397- 4.25% |
$34K - $37.5K
|
8.94K
$802K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 6.22% |
$12.8K - $14.2K
|
2.26K
$203K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-18- 0.1% |
$1.54K - $1.7K
|
17.9K
$1.61M
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
74+ 0.52% |
$6.33K - $6.98K
|
14.2K
$1.28M
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.4K+ 3.16% |
$291K - $320K
|
111K
$9.96M
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
31+ 1.03% |
$2.65K - $2.92K
|
3.03K
$272K
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
15.5K+ 8.25% |
$1.33M - $1.46M
|
203K
$18.2M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-450- 5.77% |
$38.5K - $42.5K
|
7.35K
$659K
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.29KNew |
$538K - $593K
|
6.29K
$564K
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-1.74K- 4.33% |
$149K - $164K
|
38.4K
$3.45M
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
47+ 0.17% |
$4.02K - $4.43K
|
27K
$2.42M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-63- 2.35% |
$5.39K - $5.94K
|
2.61K
$235K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
40+ 0.99% |
$3.42K - $3.77K
|
4.1K
$368K
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 8.15% |
$17.1K - $18.9K
|
2.26K
$202K
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-912- 7.03% |
$78K - $86K
|
12.1K
$1.08M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
4.95K+ 13.63% |
$423K - $467K
|
41.3K
$3.7M
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-120- 2.83% |
$10.3K - $11.3K
|
4.13K
$370K
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
5+ 0.22% |
$428 - $472
|
2.31K
$207K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-2.84K- 23.53% |
$243K - $268K
|
9.24K
$829K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.44K- 18.15% |
$123K - $135K
|
6.47K
$581K
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-7.8K- 39.0% |
$667K - $736K
|
12.2K
$1.09M
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-132- 4.79% |
$11.3K - $12.5K
|
2.63K
$236K
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
954+ 3.66% |
$81.6K - $90K
|
27K
$2.42M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-4- 0.1% |
$342 - $377
|
3.89K
$349K
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
3.05KNew |
$260K - $287K
|
3.05K
$273K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
660+ 24.48% |
$56.5K - $62.3K
|
3.36K
$301K
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.92K+ 2.23% |
$164K - $181K
|
87.7K
$7.87M
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-69.7K- 43.09% |
$5.96M - $6.57M
|
92K
$8.26M
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-822- 5.04% |
$70.3K - $77.5K
|
15.5K
$1.39M
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
12.8K+ 6.64% |
$1.09M - $1.2M
|
205K
$18.4M
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
704+ 2.11% |
$60.2K - $66.4K
|
34K
$3.05M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 1.24% |
$4.28K - $4.72K
|
4.08K
$366K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
277+ 2.15% |
$23.7K - $26.1K
|
13.1K
$1.18M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.9K+ 81683.33% |
$419K - $462K
|
4.91K
$440K
|