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 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-51.5K- 45.93% |
$4.52M - $5.07M
|
60.6K
$5.69M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.75K+ 35.11% |
$242K - $272K
|
10.6K
$995K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
34New |
$2.99K - $3.35K
|
34
$3.19K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-698- 10.48% |
$61.3K - $68.8K
|
5.96K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
4.34KNew |
$381K - $427K
|
4.34K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-991- 7.1% |
$87.1K - $97.7K
|
13K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-250- 7.94% |
$22K - $24.7K
|
2.9K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.23KNew |
$108K - $121K
|
1.23K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.2K- 7.68% |
$986K - $1.11M
|
135K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
68+ 2.48% |
$5.97K - $6.7K
|
2.81K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
63+ 1.52% |
$5.53K - $6.21K
|
4.22K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-520- 8.32% |
$45.7K - $51.3K
|
5.73K
$538K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-6.18K- 4.33% |
$543K - $609K
|
137K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-74- 2.54% |
$6.5K - $7.3K
|
2.84K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-269- 0.6% |
$23.6K - $26.5K
|
44.7K
$4.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-81- 0.13% |
$7.12K - $7.99K
|
60.5K
$5.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.53K- 23.4% |
$398K - $447K
|
14.8K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-202- 39.45% |
$17.7K - $19.9K
|
310
$29.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.38K+ 0.46% |
$121K - $136K
|
299K
$28.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.18K+ 8.16% |
$191K - $214K
|
28.8K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.09K+ 8.95% |
$535K - $600K
|
74.1K
$6.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.61K+ 5.81% |
$141K - $159K
|
29.3K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.96KNew |
$348K - $390K
|
3.96K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-81- 1.51% |
$7.12K - $7.99K
|
5.29K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-986- 19.23% |
$86.6K - $97.2K
|
4.14K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
62.6K+ 24.16% |
$5.5M - $6.17M
|
322K
$30.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
25+ 0.72% |
$2.2K - $2.47K
|
3.49K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6+ 0.17% |
$527 - $592
|
3.6K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
295+ 12.19% |
$25.9K - $29.1K
|
2.72K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.6KNew |
$228K - $256K
|
2.6K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-808- 4.6% |
$71K - $79.7K
|
16.7K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
153K+ 15.46% |
$13.4M - $15M
|
1.14M
$107M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-635K- 79.88% |
$55.7M - $62.6M
|
160K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.63KNew |
$319K - $358K
|
3.63K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
55+ 3.39% |
$4.83K - $5.42K
|
1.68K
$157K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.3KNew |
$378K - $424K
|
4.3K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.2K- 8.76% |
$193K - $217K
|
22.9K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
30New |
$2.64K - $2.96K
|
30
$2.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
22.1K+ 8.01% |
$1.94M - $2.18M
|
298K
$28M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-15.5K- 27.11% |
$1.36M - $1.53M
|
41.7K
$3.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37+ 0.15% |
$3.25K - $3.65K
|
24.6K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
960New |
$84.3K - $94.7K
|
960
$90.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-57.6K- 49.78% |
$5.06M - $5.68M
|
58.1K
$5.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-136- 4.07% |
$11.9K - $13.4K
|
3.21K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 0.22% |
$16.8K - $18.8K
|
86.9K
$8.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
125+ 2.19% |
$11K - $12.3K
|
5.83K
$548K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
813+ 4.41% |
$71.4K - $80.2K
|
19.3K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-337- 9.83% |
$29.6K - $33.2K
|
3.09K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.43K+ 26.05% |
$213K - $240K
|
11.8K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
8.94K+ 7.34% |
$785K - $881K
|
131K
$12.3M
|