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 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10.6K+ 7.74% |
$927K - $1.04M
|
147K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
47+ 9.33% |
$4.13K - $4.63K
|
551
$51.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-17.7K- 15.04% |
$1.55M - $1.74M
|
99.8K
$9.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
131+ 0.56% |
$11.5K - $12.9K
|
23.6K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-8.58K- 9.09% |
$754K - $846K
|
85.8K
$8.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
16.2K+ 52.91% |
$1.42M - $1.6M
|
46.8K
$4.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
232+ 5.1% |
$20.4K - $22.9K
|
4.78K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-42.7K- 4.6% |
$3.75M - $4.21M
|
885K
$83.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3+ 9.68% |
$264 - $296
|
34
$3.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.46K+ 20.93% |
$216K - $243K
|
14.2K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.6KNew |
$1.28M - $1.43M
|
14.6K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-142- 10.73% |
$12.5K - $14K
|
1.18K
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.4K- 2.07% |
$1.01M - $1.13M
|
541K
$50.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.24K+ 14.92% |
$197K - $221K
|
17.3K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
142+ 1.7% |
$12.5K - $14K
|
8.48K
$796K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
219+ 0.31% |
$19.2K - $21.6K
|
70.6K
$6.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
321+ 2.63% |
$28.2K - $31.7K
|
12.5K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-724- 3.67% |
$63.6K - $71.4K
|
19K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.89K+ 5.12% |
$341K - $383K
|
79.8K
$7.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-702- 1.43% |
$61.7K - $69.2K
|
48.6K
$4.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-287- 9.81% |
$25.2K - $28.3K
|
2.64K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.84K+ 222.62% |
$513K - $575K
|
8.46K
$794K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8M- 98.67% |
$703M - $789M
|
108K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
88K+ 257.13% |
$7.73M - $8.68M
|
122K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.77K- 0.72% |
$507K - $569K
|
791K
$74.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-600- 17.0% |
$52.7K - $59.2K
|
2.93K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.19K+ 2.21% |
$105K - $118K
|
55.2K
$5.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
6.29KNew |
$553K - $620K
|
6.29K
$591K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2.02K+ 14.72% |
$178K - $199K
|
15.8K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.81K+ 5.42% |
$422K - $474K
|
93.4K
$8.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 2.15% |
$1.55M - $1.74M
|
835K
$78.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-943- 2.98% |
$82.8K - $93K
|
30.7K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
513+ 6.6% |
$45.1K - $50.6K
|
8.28K
$778K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
64.6K+ 2862.18% |
$5.68M - $6.37M
|
66.9K
$6.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.1K- 20.48% |
$1.77M - $1.99M
|
78.2K
$7.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-83- 0.43% |
$7.29K - $8.18K
|
19K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.9KNew |
$254K - $285K
|
2.9K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
170New |
$14.9K - $16.8K
|
170
$16K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.45K- 0.35% |
$127K - $143K
|
417K
$39.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-210- 5.0% |
$18.4K - $20.7K
|
3.99K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-3.73K- 47.64% |
$327K - $367K
|
4.1K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.39% |
$791 - $887
|
2.32K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.01% |
$176 - $197
|
20.5K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
134+ 1.36% |
$11.8K - $13.2K
|
9.98K
$937K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.41K+ 5.94% |
$387K - $435K
|
78.6K
$7.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.59K- 4.02% |
$315K - $354K
|
85.7K
$8.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
541+ 7.2% |
$47.5K - $53.3K
|
8.06K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.61K+ 12.71% |
$141K - $158K
|
14.2K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
25+ 0.27% |
$2.2K - $2.47K
|
9.2K
$864K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.56K+ 5.59% |
$576K - $646K
|
124K
$11.6M
|