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
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
36.4KNew |
$3.2M - $3.59M
|
36.4K
$3.26M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
11.9KNew |
$1.05M - $1.18M
|
11.9K
$1.07M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.38KNew |
$385K - $432K
|
4.38K
$393K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20+ 100.0% |
$1.76K - $1.97K
|
40
$3.59K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.43M+ 7788.21% |
$740M - $831M
|
8.54M
$766M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
389New |
$34.2K - $38.4K
|
389
$34.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
11.9KNew |
$1.05M - $1.18M
|
11.9K
$1.07M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.05K- 7.05% |
$92.4K - $104K
|
13.9K
$1.24M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
204New |
$17.9K - $20.1K
|
204
$18.3K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.26KNew |
$286K - $321K
|
3.26K
$292K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
12+ 0.31% |
$1.05K - $1.18K
|
3.83K
$344K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.3K- 62.42% |
$993K - $1.11M
|
6.8K
$610K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3.48KNew |
$306K - $343K
|
3.48K
$312K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.45KNew |
$303K - $340K
|
3.45K
$309K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1K- 23.41% |
$87.9K - $98.6K
|
3.27K
$294K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
17+ 0.09% |
$1.49K - $1.68K
|
19.4K
$1.74M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
8.35KNew |
$733K - $823K
|
8.35K
$749K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.34K- 1.87% |
$117K - $132K
|
70.2K
$6.3M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
175New |
$15.4K - $17.3K
|
175
$15.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-33.5K- 75.32% |
$2.95M - $3.31M
|
11K
$986K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.29M- 98.33% |
$113M - $127M
|
21.8K
$1.96M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
174+ 1.5% |
$15.3K - $17.2K
|
11.8K
$1.06M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.95K- 6.9% |
$347K - $389K
|
53.3K
$4.78M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
20.1K+ 12.7% |
$1.76M - $1.98M
|
178K
$16M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.89KNew |
$166K - $186K
|
1.89K
$170K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-803- 18.06% |
$70.5K - $79.2K
|
3.64K
$327K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.14K+ 4.72% |
$100K - $113K
|
25.4K
$2.27M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-3.6K- 51.24% |
$316K - $355K
|
3.43K
$307K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
267+ 2.27% |
$23.5K - $26.3K
|
12K
$1.08M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.07K- 0.3% |
$94.4K - $106K
|
351K
$31.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
11.9KNew |
$1.04M - $1.17M
|
11.9K
$1.07M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-975- 19.06% |
$85.7K - $96.1K
|
4.14K
$371K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.69K+ 20.1% |
$412K - $463K
|
28K
$2.52M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.43K+ 20.23% |
$126K - $141K
|
8.52K
$764K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
53.1KNew |
$4.67M - $5.24M
|
53.1K
$4.77M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
918+ 0.85% |
$80.6K - $90.5K
|
109K
$9.78M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2.5KNew |
$219K - $246K
|
2.5K
$224K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.3K+ 2.51% |
$377K - $423K
|
176K
$15.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
968+ 0.83% |
$85K - $95.4K
|
118K
$10.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.06K+ 16.79% |
$92.9K - $104K
|
7.36K
$660K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-95- 30.16% |
$8.35K - $9.37K
|
220
$19.7K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
12.6KNew |
$1.11M - $1.24M
|
12.6K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
138KNew |
$12.1M - $13.6M
|
138K
$12.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-13.9K- 77.04% |
$1.22M - $1.37M
|
4.15K
$373K
|
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
3.83K+ 8.11% |
$336K - $377K
|
51K
$4.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 2.08% |
$8.79K - $9.86K
|
4.7K
$422K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.28KNew |
$288K - $323K
|
3.28K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
988+ 6.11% |
$86.8K - $97.4K
|
17.1K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$87.9 - $98.6
|
1
$89.7
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-120K- 95.39% |
$10.6M - $11.9M
|
5.83K
$523K
|