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 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-13- 0.18% |
$1.14K - $1.28K
|
7.15K
$671K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.06K+ 324.46% |
$93.2K - $105K
|
1.39K
$130K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-4- 0.07% |
$351 - $394
|
5.48K
$515K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.65K+ 0.92% |
$409K - $459K
|
512K
$48.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
52K+ 381.45% |
$4.57M - $5.13M
|
65.6K
$6.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
57+ 0.66% |
$5.01K - $5.62K
|
8.64K
$811K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
65+ 1.79% |
$5.71K - $6.41K
|
3.7K
$348K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-23.8K- 8.37% |
$2.09M - $2.35M
|
261K
$24.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-357- 3.06% |
$31.4K - $35.2K
|
11.3K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
220+ 4.84% |
$19.3K - $21.7K
|
4.77K
$448K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
327+ 4.74% |
$28.7K - $32.2K
|
7.22K
$678K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 0.36% |
$176 - $197
|
553
$51.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
7.73KNew |
$679K - $762K
|
7.73K
$726K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
475New |
$41.7K - $46.8K
|
475
$44.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
586K+ 11.53% |
$51.4M - $57.7M
|
5.67M
$532M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.8K+ 37.69% |
$158K - $178K
|
6.59K
$619K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
21.3KNew |
$1.87M - $2.1M
|
21.3K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.36K+ 12.66% |
$119K - $134K
|
12.1K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
258+ 1.7% |
$22.7K - $25.4K
|
15.5K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.04K+ 53.09% |
$530K - $595K
|
17.4K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
606+ 6.22% |
$53.2K - $59.8K
|
10.4K
$972K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-380- 4.71% |
$33.4K - $37.5K
|
7.68K
$721K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-5.7K- 14.06% |
$501K - $562K
|
34.9K
$3.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 2.47% |
$176 - $197
|
83
$7.79K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
18.8KNew |
$1.65M - $1.85M
|
18.8K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
9+ 0.01% |
$791 - $887
|
153K
$14.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.05K+ 5.7% |
$180K - $202K
|
38K
$3.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
256+ 122.49% |
$22.5K - $25.2K
|
465
$43.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.19K+ 2.84% |
$104K - $117K
|
43.1K
$4.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
750+ 53.04% |
$65.9K - $74K
|
2.16K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.46KNew |
$216K - $243K
|
2.46K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
12.4K+ 5.82% |
$1.09M - $1.22M
|
226K
$21.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-497- 27.37% |
$43.7K - $49K
|
1.32K
$124K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.34KNew |
$118K - $132K
|
1.34K
$126K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.51K- 2.02% |
$221K - $248K
|
122K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-3- 0.02% |
$264 - $296
|
20K
$1.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 63.38% |
$928K - $1.04M
|
27.2K
$2.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-488- 10.43% |
$42.9K - $48.1K
|
4.19K
$393K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.49K+ 8.4% |
$306K - $344K
|
45K
$4.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-263- 3.12% |
$23.1K - $25.9K
|
8.17K
$767K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2+ 0.07% |
$176 - $197
|
3.04K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-556- 1.1% |
$48.8K - $54.8K
|
50K
$4.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.8KNew |
$422K - $473K
|
4.8K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.9KNew |
$1.22M - $1.37M
|
13.9K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.11K+ 37.43% |
$185K - $208K
|
7.74K
$727K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
574+ 8.29% |
$50.4K - $56.6K
|
7.5K
$704K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.69K- 59.9% |
$588K - $660K
|
4.48K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.47K+ 4.54% |
$217K - $244K
|
57K
$5.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-168- 0.77% |
$14.8K - $16.6K
|
21.6K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
22+ 0.6% |
$1.93K - $2.17K
|
3.68K
$345K
|