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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.22K+ 84.94% |
$177K - $203K
|
4.84K
$449K
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
778+ 6.62% |
$62.1K - $71.1K
|
12.5K
$1.16M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
570K+ 5.97% |
$45.5M - $52.1M
|
10.1M
$939M
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.57K- 1.77% |
$125K - $144K
|
87.4K
$8.11M
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-11.2K- 8.1% |
$891K - $1.02M
|
127K
$11.8M
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-4.72K- 6.34% |
$376K - $431K
|
69.6K
$6.46M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
342+ 3.14% |
$27.3K - $31.3K
|
11.2K
$1.04M
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-66.5K- 32.71% |
$5.31M - $6.08M
|
137K
$12.7M
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-3.93K- 9.37% |
$314K - $359K
|
38K
$3.53M
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
214+ 0.1% |
$17.1K - $19.6K
|
212K
$19.7M
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
37+ 1.28% |
$2.95K - $3.38K
|
2.92K
$271K
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.15K+ 56.72% |
$411K - $471K
|
14.2K
$1.32M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
252+ 2.68% |
$20.1K - $23K
|
9.67K
$897K
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
300+ 6.35% |
$23.9K - $27.4K
|
5.02K
$466K
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
7.34K+ 8.69% |
$585K - $671K
|
91.8K
$8.52M
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-5.26K- 8.77% |
$420K - $481K
|
54.7K
$5.08M
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-34- 0.66% |
$2.71K - $3.11K
|
5.14K
$477K
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.09K- 15.39% |
$247K - $283K
|
17K
$1.58M
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.9K+ 27.46% |
$3.19M - $3.65M
|
185K
$17.2M
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-75- 2.26% |
$5.98K - $6.86K
|
3.25K
$302K
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
447+ 1.86% |
$35.7K - $40.9K
|
24.5K
$2.27M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-24- 0.06% |
$1.91K - $2.19K
|
38.3K
$3.55M
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
224+ 0.81% |
$17.9K - $20.5K
|
27.8K
$2.58M
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.47% |
$1.28K - $1.46K
|
3.43K
$318K
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
24.5K+ 17.08% |
$1.96M - $2.24M
|
168K
$15.6M
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
9.03K+ 9.85% |
$721K - $826K
|
101K
$9.35M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
66+ 1.36% |
$5.27K - $6.03K
|
4.93K
$457K
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
92+ 0.61% |
$7.34K - $8.41K
|
15.3K
$1.42M
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
396+ 14.59% |
$31.6K - $36.2K
|
3.11K
$289K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.76K+ 14.04% |
$380K - $435K
|
38.6K
$3.59M
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
423+ 2.3% |
$33.8K - $38.7K
|
18.8K
$1.74M
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
20K+ 149.4% |
$1.6M - $1.83M
|
33.4K
$3.1M
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
2.61K+ 28.62% |
$208K - $238K
|
11.7K
$1.09M
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.54K- 26.4% |
$203K - $232K
|
7.09K
$658K
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-193- 2.14% |
$15.4K - $17.6K
|
8.82K
$819K
|
|
Aug 13, 2025
Q2 2025
|
Argi Investment Services, LLC
|
SELL
|
- |
-23.5K- 25.08% |
$1.88M - $2.15M
|
70.3K
$6.52M
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-101- 2.6% |
$8.06K - $9.23K
|
3.79K
$352K
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
6+ 0.2% |
$479 - $549
|
3.03K
$281K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-259K- 29.99% |
$20.7M - $23.7M
|
605K
$56.1M
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-13- 0.3% |
$1.04K - $1.19K
|
4.34K
$403K
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-23.2K- 5.46% |
$1.85M - $2.12M
|
402K
$37.3M
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-10.7K- 38.59% |
$852K - $976K
|
17K
$1.58M
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
4.86K+ 7.02% |
$388K - $444K
|
74.1K
$6.88M
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-249- 5.64% |
$19.9K - $22.8K
|
4.16K
$386K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.07K- 5.75% |
$484K - $555K
|
99.4K
$9.22M
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
296+ 0.69% |
$23.6K - $27.1K
|
43.4K
$4.03M
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
1.94K+ 3.12% |
$155K - $178K
|
64.2K
$5.96M
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.05K+ 9.69% |
$163K - $187K
|
23.2K
$2.15M
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-223- 8.35% |
$17.8K - $20.4K
|
2.45K
$227K
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.07K- 14.99% |
$165K - $189K
|
11.7K
$1.09M
|