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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-270- 0.11% |
$21.5K - $24.7K
|
250K
$22.4M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.22K- 5.44% |
$97.7K - $112K
|
21.3K
$1.9M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.6K- 7.15% |
$1.8M - $2.07M
|
294K
$26.3M
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-59- 0.8% |
$4.71K - $5.39K
|
7.3K
$653K
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
6.51KNew |
$519K - $595K
|
6.51K
$583K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
137New |
$10.9K - $12.5K
|
137
$12.3K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
34+ 1.32% |
$2.71K - $3.11K
|
2.62K
$234K
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-3.77K- 14.68% |
$301K - $345K
|
21.9K
$1.96M
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.02K- 13.25% |
$81.7K - $93.6K
|
6.71K
$600K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-412K- 60.65% |
$32.9M - $37.7M
|
267K
$23.9M
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
663+ 1.95% |
$52.9K - $60.6K
|
34.7K
$3.1M
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-631- 10.37% |
$50.3K - $57.7K
|
5.46K
$488K
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-25.6K- 16.05% |
$2.05M - $2.34M
|
134K
$12M
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
140+ 4.53% |
$11.2K - $12.8K
|
3.23K
$289K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-27- 1.05% |
$2.15K - $2.47K
|
2.55K
$229K
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-209- 4.94% |
$16.7K - $19.1K
|
4.02K
$360K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
10.9K+ 4.54% |
$868K - $994K
|
251K
$22.4M
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
35.5K+ 40.11% |
$2.83M - $3.24M
|
124K
$11.1M
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.71K+ 8.27% |
$136K - $156K
|
22.3K
$2M
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
405KNew |
$32.3M - $37.1M
|
405K
$36.3M
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-543- 6.07% |
$43.3K - $49.6K
|
8.4K
$752K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-350- 13.39% |
$27.9K - $32K
|
2.26K
$203K
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-220- 0.37% |
$17.6K - $20.1K
|
58.6K
$5.25M
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.46% |
$1.04K - $1.19K
|
2.84K
$254K
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
296+ 405.48% |
$23.6K - $27.1K
|
369
$33K
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-1.37K- 5.06% |
$109K - $125K
|
25.6K
$2.29M
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-150- 0.21% |
$12K - $13.7K
|
72.3K
$6.48M
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
261+ 3.65% |
$20.8K - $23.9K
|
7.42K
$664K
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-37.9K- 14.5% |
$3.03M - $3.47M
|
224K
$20M
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.71K+ 1.94% |
$136K - $156K
|
89.4K
$8.01M
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-587- 12.01% |
$46.8K - $53.7K
|
4.3K
$385K
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.71K+ 9.74% |
$216K - $248K
|
30.5K
$2.73M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-11- 0.05% |
$878 - $1.01K
|
22.7K
$2.03M
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.13K- 3.35% |
$250K - $286K
|
90.2K
$8.08M
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$79.8 - $91.4
|
4.64K
$415K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.73KNew |
$617K - $707K
|
7.73K
$692K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.74K- 10.98% |
$298K - $342K
|
30.3K
$2.71M
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$239 - $274
|
2.93K
$262K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.35KNew |
$347K - $397K
|
4.35K
$389K
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.93K+ 8.47% |
$154K - $177K
|
24.7K
$2.22M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.94K+ 2.77% |
$155K - $178K
|
72.1K
$6.45M
|
|
Jul 09, 2025
Q2 2025
|
Kearns & Associates LLC
|
SELL
|
- |
-64- 1.26% |
$5.11K - $5.85K
|
5.01K
$449K
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-407- 8.39% |
$32.5K - $37.2K
|
4.44K
$398K
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-306- 5.68% |
$24.4K - $28K
|
5.08K
$455K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
33+ 0.9% |
$2.63K - $3.02K
|
3.71K
$332K
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-3.56K- 15.53% |
$284K - $325K
|
19.4K
$1.73M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
561+ 2.09% |
$44.8K - $51.3K
|
27.5K
$2.46M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-295- 2.3% |
$23.5K - $27K
|
12.5K
$1.12M
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.12K+ 4.51% |
$89.5K - $103K
|
26K
$2.33M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.28KNew |
$182K - $209K
|
2.28K
$204K
|