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
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
13.1KNew |
$1.15M - $1.29M
|
13.1K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
886New |
$77.8K - $87.4K
|
886
$83.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.59K+ 2.72% |
$140K - $157K
|
60.3K
$5.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
10.2K+ 458.86% |
$897K - $1.01M
|
12.4K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
447+ 32.04% |
$39.3K - $44.1K
|
1.84K
$173K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-351- 2.27% |
$30.8K - $34.6K
|
15.1K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
86+ 0.37% |
$7.56K - $8.48K
|
23.6K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3+ 0.06% |
$264 - $296
|
4.82K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-74- 1.81% |
$6.5K - $7.3K
|
4.01K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.3K+ 11.66% |
$378K - $424K
|
41.2K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-117- 0.26% |
$10.3K - $11.5K
|
45.7K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-360- 7.23% |
$31.6K - $35.5K
|
4.62K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
9.2K+ 12.85% |
$808K - $907K
|
80.8K
$7.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
102+ 1.86% |
$8.96K - $10.1K
|
5.58K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-80- 2.65% |
$7.03K - $7.89K
|
2.94K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
14.1KNew |
$1.24M - $1.39M
|
14.1K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
17.4KNew |
$1.53M - $1.71M
|
17.4K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.75K+ 7.34% |
$154K - $173K
|
25.6K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-54K- 4.02% |
$4.75M - $5.33M
|
1.29M
$121M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2K- 9.77% |
$176K - $198K
|
18.5K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 16.36% |
$148K - $167K
|
12K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-172- 3.86% |
$15.1K - $17K
|
4.29K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.8K+ 113.76% |
$1.04M - $1.16M
|
22.2K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-725- 3.2% |
$63.7K - $71.5K
|
21.9K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28.5KNew |
$2.5M - $2.81M
|
28.5K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
43+ 0.25% |
$3.78K - $4.24K
|
17K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
5.52KNew |
$485K - $544K
|
5.52K
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
79+ 1.63% |
$6.94K - $7.79K
|
4.94K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5+ 0.57% |
$439 - $493
|
885
$83.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.03KNew |
$266K - $299K
|
3.03K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
13.1KNew |
$1.15M - $1.29M
|
13.1K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.73K+ 1.55% |
$240K - $269K
|
179K
$16.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-375- 1.14% |
$32.9K - $37K
|
32.5K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 2.95% |
$1.92M - $2.15M
|
718K
$67.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.04K- 6.33% |
$91.5K - $103K
|
15.4K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12.1K+ 13.43% |
$1.06M - $1.19M
|
102K
$9.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
302+ 0.37% |
$26.5K - $29.8K
|
81.8K
$7.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
227+ 0.7% |
$19.9K - $22.4K
|
32.8K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
2.47K+ 0.49% |
$217K - $243K
|
501K
$47.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-14.6K- 26.63% |
$1.28M - $1.44M
|
40.2K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37.9K- 78.33% |
$3.33M - $3.74M
|
10.5K
$986K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
18New |
$1.58K - $1.77K
|
18
$1.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.56K- 60.94% |
$752K - $844K
|
5.49K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-360- 1.73% |
$31.6K - $35.5K
|
20.4K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield University
|
BUY
|
- |
1.96K+ 0.96% |
$172K - $193K
|
205K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.04K+ 45.55% |
$90.9K - $102K
|
3.31K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.29K+ 20.43% |
$201K - $225K
|
13.5K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
73+ 0.52% |
$6.41K - $7.2K
|
14.2K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.09% |
$351 - $394
|
4.35K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.51K+ 1432.24% |
$308K - $346K
|
3.75K
$353K
|