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 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.23K+ 24.07% |
$284K - $318K
|
16.7K
$1.49M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.23K- 1.35% |
$372K - $417K
|
308K
$27.7M
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.54K- 4.7% |
$399K - $448K
|
92.2K
$8.27M
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.86K- 26.18% |
$339K - $380K
|
10.9K
$976K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
507K+ 452.39% |
$44.5M - $50M
|
619K
$55.5M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-128K- 27.91% |
$11.2M - $12.6M
|
330K
$29.6M
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-13.1K- 42.12% |
$1.15M - $1.3M
|
18.1K
$1.62M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.5K- 26.34% |
$1.98M - $2.22M
|
62.9K
$5.64M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6- 0.9% |
$527 - $592
|
662
$59.4K
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
20K+ 9.08% |
$1.75M - $1.97M
|
240K
$21.5M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.87K+ 1.81% |
$164K - $184K
|
105K
$9.42M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.97K+ 6.9% |
$349K - $392K
|
61.5K
$5.52M
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.62K- 3.97% |
$142K - $160K
|
39.2K
$3.52M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-28- 6.26% |
$2.46K - $2.76K
|
419
$37.6K
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 223.94% |
$961K - $1.08M
|
15.8K
$1.42M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
275+ 6.25% |
$24.2K - $27.1K
|
4.68K
$419K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
532+ 17.81% |
$46.7K - $52.5K
|
3.52K
$316K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.64KNew |
$232K - $260K
|
2.64K
$236K
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5.85KNew |
$514K - $577K
|
5.85K
$525K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.07M- 9.44% |
$94.2M - $106M
|
10.3M
$923M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
51.8K+ 229.2% |
$4.55M - $5.11M
|
74.4K
$6.67M
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
12+ 0.2% |
$1.05K - $1.18K
|
6.08K
$545K
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.54K- 12.31% |
$135K - $152K
|
11K
$986K
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.11K- 0.82% |
$97.2K - $109K
|
133K
$12M
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-272- 1.79% |
$23.9K - $26.8K
|
15K
$1.34M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
85.3K+ 82.87% |
$7.5M - $8.41M
|
188K
$16.9M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-15.9K- 39.78% |
$1.39M - $1.57M
|
24K
$2.16M
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 0.75% |
$17.6K - $19.7K
|
27K
$2.42M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
32.4K+ 25.33% |
$2.85M - $3.2M
|
160K
$14.4M
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
64+ 0.78% |
$5.62K - $6.31K
|
8.27K
$742K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
77.7K+ 476.43% |
$6.83M - $7.66M
|
94K
$8.43M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.63K- 6.68% |
$231K - $259K
|
36.7K
$3.29M
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-65.9K- 92.55% |
$5.79M - $6.5M
|
5.3K
$475K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
225+ 3.64% |
$19.8K - $22.2K
|
6.41K
$575K
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.22K+ 64.99% |
$195K - $218K
|
5.63K
$505K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-40- 0.32% |
$3.51K - $3.94K
|
12.5K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.62K+ 11.48% |
$757K - $850K
|
83.7K
$7.51M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.91K+ 9.24% |
$519K - $583K
|
69.9K
$6.27M
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
8.89K+ 23.99% |
$781K - $876K
|
45.9K
$4.12M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
297K+ 18.55% |
$26.1M - $29.3M
|
1.9M
$170M
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
5.51KNew |
$484K - $543K
|
5.51K
$494K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
55.7K+ 19.38% |
$4.89M - $5.49M
|
343K
$30.8M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.02K+ 55.21% |
$353K - $396K
|
11.3K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
281+ 12.72% |
$24.7K - $27.7K
|
2.49K
$223K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.62K- 13.11% |
$670K - $751K
|
50.5K
$4.53M
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-168- 1.49% |
$14.8K - $16.6K
|
11.1K
$995K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 3.06% |
$94.4K - $106K
|
36.2K
$3.24M
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-220- 15.34% |
$19.3K - $21.7K
|
1.21K
$109K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
175New |
$15.4K - $17.3K
|
175
$15.7K
|