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 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10K- 2.07% |
$881K - $989K
|
475K
$44.6M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.37M- 40.28% |
$208M - $234M
|
3.52M
$330M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.07K- 4.24% |
$94.2K - $106K
|
24.2K
$2.27M
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-147- 2.17% |
$12.9K - $14.5K
|
6.64K
$623K
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.47% |
$5.36K - $6.01K
|
4.22K
$396K
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-8- 0.21% |
$703 - $789
|
3.77K
$354K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
544K+ 6.4% |
$47.8M - $53.7M
|
9.05M
$850M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 7.73% |
$10.4M - $11.7M
|
1.65M
$155M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16K+ 26.82% |
$1.41M - $1.58M
|
75.8K
$7.12M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
685+ 3.7% |
$60.2K - $67.5K
|
19.2K
$1.8M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-181- 3.39% |
$15.9K - $17.8K
|
5.15K
$484K
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-953- 4.4% |
$83.7K - $94K
|
20.7K
$1.95M
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
36.3KNew |
$3.19M - $3.58M
|
36.3K
$3.41M
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11New |
$966 - $1.08K
|
11
$1.03K
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.54K+ 4.78% |
$135K - $151K
|
33.7K
$3.16M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.86KNew |
$427K - $479K
|
4.86K
$456K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-64- 0.35% |
$5.62K - $6.31K
|
18.3K
$1.72M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-219K- 5.01% |
$19.3M - $21.6M
|
4.16M
$391M
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-915- 2.41% |
$80.4K - $90.2K
|
37K
$3.47M
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.61K- 5.89% |
$141K - $158K
|
25.6K
$2.41M
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-46- 0.25% |
$4.04K - $4.54K
|
18.6K
$1.75M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-31.4K- 14.26% |
$2.76M - $3.09M
|
189K
$17.7M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
263+ 5.42% |
$23.1K - $25.9K
|
5.11K
$480K
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
16.2KNew |
$1.43M - $1.6M
|
16.2K
$1.53M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
26.4K+ 4.47% |
$2.32M - $2.61M
|
618K
$58M
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-4.1K- 4.34% |
$360K - $404K
|
90.5K
$8.49M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
30.8K+ 781.19% |
$2.71M - $3.04M
|
34.8K
$3.26M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.49K+ 49.13% |
$131K - $147K
|
4.53K
$426K
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
732+ 5.75% |
$64.3K - $72.2K
|
13.5K
$1.26M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 0.26% |
$703 - $789
|
3.08K
$290K
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 3.0% |
$22K - $24.7K
|
8.09K
$759K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-54.1K- 1.59% |
$4.76M - $5.34M
|
3.35M
$314M
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-318- 6.26% |
$27.9K - $31.4K
|
4.76K
$447K
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
109KNew |
$9.61M - $10.8M
|
109K
$10.3M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.5KNew |
$307K - $345K
|
3.5K
$329K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.21KNew |
$106K - $119K
|
1.21K
$113K
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.07KNew |
$182K - $204K
|
2.07K
$194K
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
2.51KNew |
$220K - $247K
|
2.51K
$236K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.93KNew |
$258K - $289K
|
2.93K
$275K
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
458+ 2.15% |
$40.2K - $45.2K
|
21.8K
$2.05M
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
33New |
$2.9K - $3.25K
|
33
$3.1K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-143- 30.89% |
$12.6K - $14.1K
|
320
$30K
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.32K+ 8.96% |
$116K - $131K
|
16.1K
$1.51M
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.03K+ 3.12% |
$90.1K - $101K
|
33.9K
$3.19M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 1.77% |
$1.15M - $1.3M
|
729K
$68.4M
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5+ 0.13% |
$439 - $493
|
3.85K
$362K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-54.1K- 28.74% |
$4.75M - $5.33M
|
134K
$12.6M
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.94K+ 22.4% |
$258K - $289K
|
16K
$1.51M
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-14.2K- 23.68% |
$1.25M - $1.4M
|
45.7K
$4.29M
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.43K+ 18.9% |
$126K - $141K
|
9K
$845K
|