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 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-695- 10.87% |
$61.1K - $68.5K
|
5.7K
$535K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-45- 0.33% |
$3.95K - $4.44K
|
13.6K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
184K+ 18.76% |
$16.2M - $18.2M
|
1.17M
$110M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-383- 98.97% |
$33.6K - $37.8K
|
4
$376
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.21K- 99.96% |
$809K - $908K
|
4
$376
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.23KNew |
$547K - $614K
|
6.23K
$585K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
728New |
$64K - $71.8K
|
728
$68.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
8+ 0.06% |
$703 - $789
|
12.8K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
499+ 4.37% |
$43.8K - $49.2K
|
11.9K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
31+ 1.15% |
$2.72K - $3.06K
|
2.74K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
224+ 0.26% |
$19.7K - $22.1K
|
85.9K
$8.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.06K+ 0.97% |
$181K - $203K
|
214K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.61K+ 5.07% |
$229K - $257K
|
54.1K
$5.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.95K- 4.54% |
$522K - $586K
|
125K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
549+ 13.8% |
$48.2K - $54.1K
|
4.53K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-99- 38.82% |
$8.7K - $9.76K
|
156
$14.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-43.9K- 21.52% |
$3.86M - $4.33M
|
160K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
53+ 0.41% |
$4.66K - $5.23K
|
13.1K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
5.15K+ 16.13% |
$452K - $508K
|
37.1K
$3.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
15.9K+ 16.04% |
$1.39M - $1.57M
|
115K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-675- 3.31% |
$59.3K - $66.6K
|
19.7K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.4K+ 2.21% |
$211K - $237K
|
111K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
749+ 6.49% |
$65.8K - $73.9K
|
12.3K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
507+ 18.91% |
$44.5K - $50K
|
3.19K
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.99K- 7.27% |
$174K - $196K
|
25.4K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
264+ 0.44% |
$23.2K - $26K
|
60.8K
$5.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.69K+ 26.55% |
$324K - $363K
|
17.6K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
559+ 2.64% |
$49.1K - $55.1K
|
21.8K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-383- 0.25% |
$33.6K - $37.8K
|
151K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16.5K- 14.26% |
$1.45M - $1.63M
|
99.4K
$9.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
139+ 1.56% |
$12.2K - $13.7K
|
9.03K
$848K
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-400- 10.04% |
$35.1K - $39.4K
|
3.59K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$1.25M - $1.41M
|
14.3K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.04KNew |
$443K - $497K
|
5.04K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
762+ 1.19% |
$66.9K - $75.1K
|
64.7K
$6.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
28+ 0.7% |
$2.46K - $2.76K
|
4.01K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.47K+ 1.78% |
$129K - $145K
|
84.4K
$7.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-35.6K- 29.27% |
$3.13M - $3.51M
|
86.1K
$8.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.48K+ 42.79% |
$130K - $146K
|
4.95K
$465K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-75- 0.91% |
$6.59K - $7.4K
|
8.2K
$770K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-227- 0.32% |
$19.9K - $22.4K
|
71.2K
$6.69M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-700- 3.92% |
$61.5K - $69K
|
17.1K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.24KNew |
$285K - $320K
|
3.24K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
84+ 1.73% |
$7.38K - $8.28K
|
4.94K
$463K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.55K+ 1.56% |
$136K - $153K
|
101K
$9.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 0.83% |
$791 - $887
|
1.09K
$102K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
228+ 1.91% |
$20K - $22.5K
|
12.2K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.47K+ 8.08% |
$217K - $244K
|
33.1K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$87.9 - $98.6
|
13.3K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.35K- 2.28% |
$470K - $528K
|
229K
$21.5M
|