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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.25K+ 1.91% |
$109K - $123K
|
66.6K
$6.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
994+ 3.37% |
$87.3K - $98K
|
30.5K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-33- 0.12% |
$2.9K - $3.25K
|
27.2K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.7K- 4.83% |
$588K - $660K
|
132K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
441+ 5.34% |
$38.7K - $43.5K
|
8.71K
$818K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
315+ 1.34% |
$27.7K - $31.1K
|
23.8K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.95K+ 20.09% |
$259K - $291K
|
17.6K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.52K+ 4.81% |
$134K - $150K
|
33.2K
$3.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
48+ 0.46% |
$4.22K - $4.73K
|
10.6K
$994K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
36.3K+ 3.0% |
$3.19M - $3.57M
|
1.24M
$117M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
13+ 0.52% |
$1.14K - $1.28K
|
2.53K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
534+ 4.26% |
$46.9K - $52.7K
|
13.1K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.61K- 22.21% |
$141K - $158K
|
5.63K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-152- 1.94% |
$13.4K - $15K
|
7.68K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-537- 5.9% |
$47.2K - $52.9K
|
8.56K
$804K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
377+ 4.13% |
$33.1K - $37.2K
|
9.5K
$892K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
415+ 14.74% |
$36.5K - $40.9K
|
3.23K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-22- 0.09% |
$1.93K - $2.17K
|
23.5K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.84K+ 8.31% |
$161K - $181K
|
23.9K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
45+ 1.68% |
$3.95K - $4.44K
|
2.72K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-464- 13.06% |
$40.8K - $45.8K
|
3.09K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-73.9K- 44.86% |
$6.5M - $7.29M
|
90.9K
$8.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-282- 0.36% |
$24.8K - $27.8K
|
77.9K
$7.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
24+ 0.47% |
$2.11K - $2.37K
|
5.18K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-504- 2.03% |
$44.3K - $49.7K
|
24.3K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.99K- 17.79% |
$175K - $196K
|
9.2K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-132- 4.52% |
$11.6K - $13K
|
2.79K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.92K- 6.96% |
$168K - $189K
|
25.6K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-701- 5.5% |
$61.6K - $69.1K
|
12K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-131- 5.02% |
$11.5K - $12.9K
|
2.48K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.02K+ 5.45% |
$89.3K - $100K
|
19.6K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
60+ 2.61% |
$5.27K - $5.92K
|
2.36K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-179- 1.22% |
$15.7K - $17.6K
|
14.4K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.23K+ 1.56% |
$108K - $121K
|
80.1K
$7.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.07K- 14.79% |
$182K - $204K
|
11.9K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 1.77% |
$1.14K - $1.28K
|
746
$70K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
568+ 4.79% |
$49.9K - $56K
|
12.4K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.43K- 8.18% |
$214K - $240K
|
27.3K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.14K+ 0.8% |
$100K - $113K
|
145K
$13.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.69K+ 7.52% |
$237K - $266K
|
38.5K
$3.62M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-102- 1.07% |
$8.96K - $10.1K
|
9.47K
$890K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-208- 1.86% |
$18.3K - $20.5K
|
11K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.32% |
$527 - $592
|
1.84K
$173K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.26K+ 38.32% |
$111K - $124K
|
4.56K
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
381New |
$33.5K - $37.6K
|
381
$35.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-104- 28.57% |
$9.14K - $10.3K
|
260
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
3.33K+ 8.78% |
$292K - $328K
|
41.2K
$3.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-254- 6.44% |
$22.3K - $25K
|
3.69K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-2.84K- 37.38% |
$249K - $280K
|
4.75K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.24K+ 3.62% |
$197K - $221K
|
64.1K
$6.02M
|