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 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
22.4KNew |
$1.97M - $2.21M
|
22.4K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 2.63% |
$920K - $1.03M
|
387K
$35.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.63K- 1.46% |
$143K - $161K
|
110K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
315+ 2.26% |
$27.7K - $31.1K
|
14.2K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
82+ 2.82% |
$7.2K - $8.09K
|
2.99K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-206K- 77.69% |
$18.1M - $20.3M
|
59.2K
$5.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.13K+ 6.27% |
$187K - $210K
|
36.1K
$3.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-17- 0.36% |
$1.49K - $1.68K
|
4.64K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
448+ 6.42% |
$39.4K - $44.2K
|
7.43K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-208- 4.15% |
$18.3K - $20.5K
|
4.81K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.38K+ 6.37% |
$209K - $234K
|
39.7K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
842+ 1.34% |
$74K - $83K
|
63.7K
$5.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
107+ 2.41% |
$9.4K - $10.6K
|
4.55K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.33K- 3.44% |
$293K - $328K
|
93.6K
$8.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-288K- 98.88% |
$25.3M - $28.4M
|
3.27K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
315+ 0.86% |
$27.7K - $31.1K
|
36.9K
$3.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5.13K- 27.53% |
$451K - $506K
|
13.5K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-77- 23.12% |
$6.76K - $7.59K
|
256
$23.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.23K+ 3.13% |
$108K - $121K
|
40.4K
$3.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.03K+ 104.65% |
$354K - $397K
|
7.88K
$722K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
15.2K+ 32.23% |
$1.34M - $1.5M
|
62.6K
$5.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.07% |
$966 - $1.08K
|
16.3K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.68K+ 13.68% |
$147K - $165K
|
13.9K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
148KNew |
$13M - $14.6M
|
148K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.36K+ 5.12% |
$295K - $331K
|
68.9K
$6.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.1K+ 7.27% |
$97K - $109K
|
16.3K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
26.8KNew |
$2.35M - $2.64M
|
26.8K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.6K+ 15.74% |
$141K - $158K
|
11.8K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.9K+ 1.81% |
$255K - $286K
|
163K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
6New |
$527 - $592
|
6
$550
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-12- 0.46% |
$1.05K - $1.18K
|
2.57K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
791+ 4.65% |
$69.5K - $78K
|
17.8K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-16K- 1.31% |
$1.4M - $1.58M
|
1.2M
$110M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
305New |
$26.8K - $30.1K
|
305
$27.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.84K- 28.14% |
$162K - $182K
|
4.7K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-979- 21.74% |
$86K - $96.5K
|
3.52K
$323K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
30.2KNew |
$2.65M - $2.98M
|
30.2K
$2.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-23K- 26.8% |
$2.02M - $2.27M
|
62.9K
$5.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-275- 6.67% |
$24.2K - $27.1K
|
3.85K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
450+ 432.69% |
$39.5K - $44.4K
|
554
$50.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8+ 1.75% |
$703 - $789
|
466
$42.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
227+ 0.81% |
$19.9K - $22.4K
|
28.2K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
72+ 1.8% |
$6.33K - $7.1K
|
4.07K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
582+ 19.61% |
$51.1K - $57.4K
|
3.55K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
115+ 0.88% |
$10.1K - $11.3K
|
13.2K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-85- 0.23% |
$7.47K - $8.38K
|
37.4K
$3.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-454- 0.43% |
$39.9K - $44.8K
|
104K
$9.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
979+ 3.01% |
$86K - $96.5K
|
33.5K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.43K+ 12.04% |
$125K - $141K
|
13.3K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
40.5KNew |
$3.56M - $3.99M
|
40.5K
$3.71M
|