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 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 223.94% |
$961K - $1.08M
|
15.8K
$1.47M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
275+ 6.25% |
$24.2K - $27.1K
|
4.68K
$434K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
532+ 17.81% |
$46.7K - $52.5K
|
3.52K
$326K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.64KNew |
$232K - $260K
|
2.64K
$244K
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5.85KNew |
$514K - $577K
|
5.85K
$543K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.07M- 9.44% |
$94.2M - $106M
|
10.3M
$954M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
51.8K+ 229.2% |
$4.55M - $5.11M
|
74.4K
$6.9M
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.37K+ 2.51% |
$120K - $135K
|
55.9K
$5.18M
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
12+ 0.2% |
$1.05K - $1.18K
|
6.08K
$564K
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.54K- 12.31% |
$135K - $152K
|
11K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.11K- 0.82% |
$97.2K - $109K
|
133K
$12.4M
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-272- 1.79% |
$23.9K - $26.8K
|
15K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
85.3K+ 82.87% |
$7.5M - $8.41M
|
188K
$17.5M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-15.9K- 39.78% |
$1.39M - $1.57M
|
24K
$2.23M
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
200+ 0.75% |
$17.6K - $19.7K
|
27K
$2.5M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
32.4K+ 25.33% |
$2.85M - $3.2M
|
160K
$14.9M
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
64+ 0.78% |
$5.62K - $6.31K
|
8.27K
$767K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
77.7K+ 476.43% |
$6.83M - $7.66M
|
94K
$8.72M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.63K- 6.68% |
$231K - $259K
|
36.7K
$3.4M
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-65.9K- 92.55% |
$5.79M - $6.5M
|
5.3K
$492K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
225+ 3.64% |
$19.8K - $22.2K
|
6.41K
$594K
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.22K+ 64.99% |
$195K - $218K
|
5.63K
$522K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-40- 0.32% |
$3.51K - $3.94K
|
12.5K
$1.16M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.62K+ 11.48% |
$757K - $850K
|
83.7K
$7.76M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.91K+ 9.24% |
$519K - $583K
|
69.9K
$6.48M
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
8.89K+ 23.99% |
$781K - $876K
|
45.9K
$4.26M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
297K+ 18.55% |
$26.1M - $29.3M
|
1.9M
$176M
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
5.51KNew |
$484K - $543K
|
5.51K
$511K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
55.7K+ 19.38% |
$4.89M - $5.49M
|
343K
$31.8M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.02K+ 55.21% |
$353K - $396K
|
11.3K
$1.05M
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
281+ 12.72% |
$24.7K - $27.7K
|
2.49K
$231K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.62K- 13.11% |
$670K - $751K
|
50.5K
$4.68M
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-168- 1.49% |
$14.8K - $16.6K
|
11.1K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 3.06% |
$94.4K - $106K
|
36.2K
$3.35M
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-220- 15.34% |
$19.3K - $21.7K
|
1.21K
$113K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
175New |
$15.4K - $17.3K
|
175
$16.2K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.2KNew |
$3.79M - $4.26M
|
43.2K
$4.01M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.69K+ 2.07% |
$236K - $265K
|
133K
$12.3M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-606- 3.07% |
$53.2K - $59.8K
|
19.1K
$1.77M
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
115K+ 88.46% |
$10.1M - $11.3M
|
245K
$22.7M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.3K- 4.3% |
$465K - $522K
|
118K
$10.9M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26+ 0.6% |
$2.28K - $2.56K
|
4.38K
$406K
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 1.68% |
$176 - $197
|
121
$11.2K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 0.12% |
$879 - $986
|
8.54K
$792K
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
845+ 1.15% |
$74.2K - $83.3K
|
74.4K
$6.9M
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.2K- 2.89% |
$193K - $217K
|
73.9K
$6.85M
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
882+ 1.81% |
$77.5K - $87K
|
49.7K
$4.61M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.38K+ 6.1% |
$736K - $826K
|
146K
$13.5M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.69K- 23.17% |
$500K - $561K
|
18.9K
$1.75M
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.3K- 28.86% |
$114K - $128K
|
3.2K
$297K
|