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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
11+ 1.27% |
$966 - $1.08K
|
877
$79.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
323+ 5.46% |
$28.4K - $31.8K
|
6.24K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
915+ 8.56% |
$80.4K - $90.2K
|
11.6K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
87+ 3.43% |
$7.64K - $8.58K
|
2.62K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-111- 0.76% |
$9.75K - $10.9K
|
14.6K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
408KNew |
$35.8M - $40.2M
|
408K
$36.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
177+ 1.97% |
$15.5K - $17.5K
|
9.16K
$827K
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-4.17K- 11.82% |
$367K - $411K
|
31.1K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
24.6K+ 35.55% |
$2.17M - $2.43M
|
94K
$8.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-582- 97.65% |
$51.1K - $57.4K
|
14
$1.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.15KClosed |
$189K - $212K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2.97KNew |
$261K - $292K
|
2.97K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.26KNew |
$199K - $223K
|
2.26K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
63+ 1.1% |
$5.53K - $6.21K
|
5.82K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-148K- 50.74% |
$13M - $14.6M
|
143K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-600K- 99.84% |
$52.7M - $59.2M
|
956
$86.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
1.84K+ 2.53% |
$162K - $182K
|
74.7K
$6.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 5.95% |
$129K - $145K
|
23.2K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
92+ 0.7% |
$8.08K - $9.07K
|
13.2K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-100- 1.2% |
$8.79K - $9.86K
|
8.21K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.7K- 59.15% |
$677K - $760K
|
5.32K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
310+ 2.43% |
$27.2K - $30.6K
|
13.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
7+ 0.06% |
$615 - $690
|
12.7K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.03K+ 12.55% |
$354K - $397K
|
36.1K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.77K+ 12.86% |
$155K - $174K
|
15.5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
682+ 2.06% |
$59.9K - $67.2K
|
33.8K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-925- 4.38% |
$81.3K - $91.2K
|
20.2K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
23.5K+ 69.49% |
$2.06M - $2.31M
|
57.2K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.9K- 12.23% |
$255K - $286K
|
20.8K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.88K- 21.76% |
$780K - $876K
|
31.9K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
184+ 2.68% |
$16.2K - $18.1K
|
7.05K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-893- 0.61% |
$78.5K - $88K
|
146K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.93K- 1.56% |
$258K - $289K
|
186K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72+ 21.24% |
$6.33K - $7.1K
|
411
$37.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.39K+ 4.9% |
$122K - $137K
|
29.6K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
267+ 3.51% |
$23.5K - $26.3K
|
7.87K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.09K+ 1.07% |
$447K - $502K
|
479K
$43.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
156+ 1.19% |
$13.7K - $15.4K
|
13.3K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.86KNew |
$427K - $479K
|
4.86K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
539+ 2.0% |
$47.4K - $53.1K
|
27.5K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.32K+ 28.39% |
$292K - $328K
|
15K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
311+ 9.59% |
$27.3K - $30.7K
|
3.55K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
133+ 0.23% |
$11.7K - $13.1K
|
57.1K
$5.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
912+ 23.57% |
$80.1K - $89.9K
|
4.78K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
73+ 0.28% |
$6.41K - $7.2K
|
26.2K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
288+ 3.85% |
$25.3K - $28.4K
|
7.78K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
22New |
$1.93K - $2.17K
|
22
$1.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-114K- 96.6% |
$9.99M - $11.2M
|
4K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.58K+ 18.47% |
$226K - $254K
|
16.5K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4+ 0.09% |
$351 - $394
|
4.35K
$393K
|