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 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.46K- 31.92% |
$436K - $499K
|
11.6K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-665- 12.94% |
$53.1K - $60.8K
|
4.48K
$415K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-5.6K- 36.46% |
$447K - $512K
|
9.76K
$906K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
5.94K+ 4.84% |
$474K - $543K
|
129K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.0% |
$239 - $274
|
302
$28K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.37K- 1.73% |
$189K - $217K
|
135K
$12.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.1K- 66.14% |
$487K - $558K
|
3.12K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-196- 6.86% |
$15.6K - $17.9K
|
2.66K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
20+ 0.83% |
$1.6K - $1.83K
|
2.44K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.83K- 1.32% |
$784K - $899K
|
732K
$68M
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-930- 0.85% |
$74.2K - $85K
|
109K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-620- 3.06% |
$49.5K - $56.7K
|
19.6K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
13+ 0.06% |
$1.04K - $1.19K
|
21.9K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-26- 0.91% |
$2.07K - $2.38K
|
2.83K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-6.7K- 45.74% |
$535K - $613K
|
7.95K
$738K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
695+ 7.45% |
$55.5K - $63.5K
|
10K
$930K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.22KNew |
$96.9K - $111K
|
1.22K
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1- 0.04% |
$79.8 - $91.4
|
2.46K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.22K+ 18.99% |
$97.5K - $112K
|
7.66K
$711K
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.4K+ 36.65% |
$191K - $219K
|
8.94K
$830K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-703- 19.75% |
$56.1K - $64.3K
|
2.86K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
13.9KNew |
$1.11M - $1.27M
|
13.9K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.14K- 4.11% |
$91.3K - $105K
|
26.7K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-802- 18.91% |
$64K - $73.3K
|
3.44K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-250- 3.62% |
$19.9K - $22.9K
|
6.66K
$618K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.96K+ 12.17% |
$236K - $271K
|
27.3K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
795+ 27.04% |
$63.4K - $72.7K
|
3.74K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2+ 0.04% |
$160 - $183
|
5.51K
$512K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-146- 1.03% |
$11.6K - $13.3K
|
14.1K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
60+ 21.9% |
$4.79K - $5.49K
|
334
$31K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-26.3K- 26.79% |
$2.1M - $2.4M
|
71.8K
$6.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
166+ 3.79% |
$13.2K - $15.2K
|
4.55K
$422K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-595- 0.9% |
$47.5K - $54.4K
|
65.5K
$6.08M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-73.8K- 8.54% |
$5.89M - $6.74M
|
790K
$73.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-441- 2.42% |
$35.2K - $40.3K
|
17.8K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
825+ 3.48% |
$65.8K - $75.4K
|
24.5K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.67K- 22.19% |
$133K - $153K
|
5.86K
$544K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-48- 0.82% |
$3.83K - $4.39K
|
5.78K
$536K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.44K+ 4.38% |
$274K - $314K
|
81.9K
$7.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-241- 1.25% |
$19.2K - $22K
|
19.1K
$1.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.26KNew |
$180K - $206K
|
2.26K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1.65K- 12.9% |
$132K - $151K
|
11.1K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-20.3K- 47.78% |
$1.62M - $1.85M
|
22.2K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Fairfield University
|
BUY
|
- |
2.04K+ 0.98% |
$162K - $186K
|
210K
$19.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23.5K- 4.53% |
$1.87M - $2.15M
|
495K
$45.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.08K+ 2.18% |
$485K - $556K
|
286K
$26.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.93K+ 8.76% |
$234K - $268K
|
36.4K
$3.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-141- 90.38% |
$11.3K - $12.9K
|
15
$1.39K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
100New |
$7.98K - $9.14K
|
100
$9.28K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 5.82% |
$128K - $147K
|
29.2K
$2.71M
|