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 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
131+ 2.82% |
$11.2K - $12.4K
|
4.78K
$429K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
923+ 32.77% |
$79K - $87.1K
|
3.74K
$336K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.91K- 26.11% |
$163K - $180K
|
5.39K
$484K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-56- 0.06% |
$4.79K - $5.28K
|
93.4K
$8.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.78K- 2.25% |
$152K - $167K
|
77.2K
$6.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.52% |
$171 - $189
|
383
$34.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.09K- 8.75% |
$178K - $197K
|
21.7K
$1.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$257 - $283
|
2.93K
$262K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
11.9K+ 5.22% |
$1.02M - $1.12M
|
240K
$21.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.86K+ 22.99% |
$330K - $364K
|
20.6K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
91+ 1.64% |
$7.79K - $8.58K
|
5.65K
$507K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.6K+ 47.17% |
$1.33M - $1.47M
|
48.7K
$4.37M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-105- 4.29% |
$8.98K - $9.91K
|
2.35K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
73+ 0.82% |
$6.25K - $6.89K
|
8.99K
$807K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
8.39K+ 2.47% |
$718K - $792K
|
348K
$31.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.2K- 27.66% |
$960K - $1.06M
|
29.4K
$2.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.48K- 57.89% |
$383K - $423K
|
3.26K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
15.8K+ 81.88% |
$1.36M - $1.49M
|
35.2K
$3.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.5K+ 5.72% |
$129K - $142K
|
27.8K
$2.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
467+ 2.09% |
$40K - $44.1K
|
22.8K
$2.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
162+ 3.81% |
$13.9K - $15.3K
|
4.42K
$396K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
63+ 0.46% |
$5.39K - $5.94K
|
13.7K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
3.49K+ 9.18% |
$298K - $329K
|
41.5K
$3.72M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5+ 0.1% |
$428 - $472
|
4.88K
$438K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.73K+ 3.16% |
$319K - $352K
|
122K
$10.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
271+ 3.62% |
$23.2K - $25.6K
|
7.76K
$696K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.5K+ 6.27% |
$300K - $330K
|
59.4K
$5.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.32K+ 39.11% |
$113K - $125K
|
4.7K
$422K
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
316+ 2.47% |
$27K - $29.8K
|
13.1K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.02K- 4.54% |
$87.2K - $96.1K
|
21.4K
$1.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
6.75KNew |
$577K - $637K
|
6.75K
$605K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-433- 8.78% |
$37K - $40.8K
|
4.5K
$404K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.78K+ 4.28% |
$409K - $451K
|
117K
$10.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
46+ 1.02% |
$3.94K - $4.34K
|
4.55K
$408K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
103+ 13.83% |
$8.81K - $9.72K
|
848
$76.1K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.19K+ 33.98% |
$102K - $112K
|
4.7K
$421K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
623+ 19.27% |
$53.3K - $58.8K
|
3.86K
$346K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.54K+ 5.22% |
$388K - $428K
|
91.4K
$8.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
98+ 0.97% |
$8.38K - $9.25K
|
10.2K
$915K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.63KNew |
$311K - $343K
|
3.63K
$326K
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.4K- 98.42% |
$1.06M - $1.17M
|
200
$17.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-186- 2.67% |
$15.9K - $17.5K
|
6.79K
$609K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.24K- 33.03% |
$192K - $212K
|
4.55K
$408K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-9- 0.25% |
$770 - $849
|
3.64K
$327K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
2.4K+ 4.62% |
$205K - $226K
|
54.2K
$4.87M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.22K- 5.0% |
$190K - $209K
|
42.2K
$3.78M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-21K- 25.51% |
$1.8M - $1.98M
|
61.4K
$5.51M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.92K- 10.35% |
$249K - $275K
|
25.3K
$2.27M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.3K+ 5.83% |
$1.4M - $1.54M
|
296K
$26.6M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.01KNew |
$616K - $692K
|
7.01K
$629K
|
|