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 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-77.3K- 39.9% |
$6.79M - $7.62M
|
116K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
10+ 0.18% |
$879 - $986
|
5.44K
$510K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-737- 2.96% |
$64.7K - $72.7K
|
24.2K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
16.1K+ 89477.78% |
$1.41M - $1.59M
|
16.1K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
85New |
$7.47K - $8.38K
|
85
$7.98K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.18K- 18.68% |
$104K - $116K
|
5.14K
$483K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.3K+ 113.97% |
$1.78M - $2M
|
38.1K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-70- 0.24% |
$6.15K - $6.9K
|
29.7K
$2.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-24- 0.03% |
$2.11K - $2.37K
|
68.6K
$6.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-865- 31.14% |
$76K - $85.3K
|
1.91K
$180K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
439+ 0.66% |
$38.6K - $43.3K
|
66.5K
$6.24M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.23K- 20.27% |
$635K - $713K
|
28.4K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.81K- 6.74% |
$247K - $277K
|
38.9K
$3.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-129- 0.66% |
$11.3K - $12.7K
|
19.4K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-514- 2.4% |
$45.2K - $50.7K
|
20.9K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
229New |
$20.1K - $22.6K
|
229
$21.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.3K+ 72.9% |
$378K - $424K
|
10.2K
$957K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-278- 1.35% |
$24.4K - $27.4K
|
20.3K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.9K+ 7.99% |
$1.75M - $1.96M
|
269K
$25.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
11.3K+ 28.21% |
$991K - $1.11M
|
51.3K
$4.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-713- 0.62% |
$62.6K - $70.3K
|
114K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
108KNew |
$9.45M - $10.6M
|
108K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
670+ 15.42% |
$58.9K - $66.1K
|
5.01K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-44- 0.71% |
$3.87K - $4.34K
|
6.11K
$574K
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 3.9% |
$930K - $1.04M
|
282K
$26.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
366KNew |
$32.1M - $36.1M
|
366K
$34.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
184K+ 18.76% |
$16.2M - $18.2M
|
1.17M
$110M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
78+ 4.14% |
$6.85K - $7.69K
|
1.96K
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.05K- 3.74% |
$180K - $202K
|
52.8K
$4.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.26K+ 15.49% |
$287K - $322K
|
24.3K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
2.54K+ 5.13% |
$223K - $250K
|
52K
$4.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
54+ 0.24% |
$4.74K - $5.32K
|
22.2K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-136K- 54.12% |
$11.9M - $13.4M
|
115K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2K- 0.98% |
$175K - $197K
|
202K
$19M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
371K+ 3.24% |
$32.5M - $36.5M
|
11.8M
$1.11B
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.2K- 21.61% |
$899K - $1.01M
|
37.1K
$3.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
106K+ 39.02% |
$9.33M - $10.5M
|
378K
$35.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-5.84K- 35.62% |
$513K - $575K
|
10.5K
$990K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
73+ 0.56% |
$6.41K - $7.2K
|
13K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
676New |
$59.4K - $66.7K
|
676
$63.5K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.66KNew |
$409K - $459K
|
4.66K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
20.2KNew |
$1.78M - $1.99M
|
20.2K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-296- 3.71% |
$26K - $29.2K
|
7.67K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-376- 5.05% |
$33K - $37.1K
|
7.07K
$663K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
261New |
$22.9K - $25.7K
|
261
$24.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-946- 1.76% |
$83.1K - $93.3K
|
52.8K
$4.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
879+ 26.08% |
$77.2K - $86.7K
|
4.25K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.71KNew |
$150K - $168K
|
1.71K
$160K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46.9KNew |
$4.12M - $4.62M
|
46.9K
$4.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
445+ 1.6% |
$39.1K - $43.9K
|
28.2K
$2.65M
|