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 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-213- 2.28% |
$18.7K - $21K
|
9.14K
$858K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-73- 0.8% |
$6.41K - $7.2K
|
9.08K
$853K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.58K+ 4.61% |
$139K - $156K
|
35.8K
$3.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
600+ 18.65% |
$52.7K - $59.2K
|
3.82K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-145- 3.79% |
$12.7K - $14.3K
|
3.68K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-52- 7.16% |
$4.57K - $5.13K
|
674
$63.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.3K+ 14.44% |
$114K - $128K
|
10.3K
$966K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.2KNew |
$193K - $217K
|
2.2K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-426- 2.59% |
$37.4K - $42K
|
16K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.16K+ 45.82% |
$541K - $608K
|
19.6K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.28% |
$1.41K - $1.58K
|
5.68K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.37K- 49.28% |
$296K - $332K
|
3.47K
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.06KNew |
$357K - $400K
|
4.06K
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-41.6K- 21.09% |
$3.66M - $4.11M
|
156K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
28.6KNew |
$2.51M - $2.82M
|
28.6K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.65KNew |
$145K - $162K
|
1.65K
$155K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
687+ 2.47% |
$60.4K - $67.7K
|
28.5K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.16% |
$264 - $296
|
1.91K
$179K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.44K+ 4.96% |
$126K - $142K
|
30.4K
$2.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.78K+ 28.52% |
$244K - $274K
|
12.5K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-890- 39.14% |
$78.2K - $87.8K
|
1.38K
$130K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
464New |
$40.8K - $45.8K
|
464
$43.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
678+ 17.7% |
$59.6K - $66.9K
|
4.51K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-5.21K- 7.61% |
$458K - $514K
|
63.3K
$5.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
15.6K+ 8.3% |
$1.37M - $1.54M
|
204K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.52K+ 18.72% |
$221K - $248K
|
16K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
4K+ 151.46% |
$351K - $394K
|
6.64K
$623K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
10.7K+ 14.76% |
$944K - $1.06M
|
83.6K
$7.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.93K- 56.81% |
$521K - $585K
|
4.51K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
38+ 1.46% |
$3.34K - $3.75K
|
2.64K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-344- 0.39% |
$30.2K - $33.9K
|
88.7K
$8.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.9K+ 65.42% |
$3.85M - $4.32M
|
111K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 31.35% |
$154K - $173K
|
3.84K
$361K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
9.69K+ 92.5% |
$852K - $956K
|
20.2K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
51+ 1.8% |
$4.48K - $5.03K
|
2.89K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.47K- 5.67% |
$129K - $145K
|
24.5K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-690- 0.89% |
$60.6K - $68K
|
76.6K
$7.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.05K- 9.73% |
$92.6K - $104K
|
9.78K
$918K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.54K- 10.51% |
$135K - $151K
|
13.1K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.46KNew |
$392K - $439K
|
4.46K
$419K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$176 - $197
|
3.9K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-65- 0.49% |
$5.71K - $6.41K
|
13.1K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-67- 0.17% |
$5.89K - $6.61K
|
39.6K
$3.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-103K- 79.35% |
$9.05M - $10.2M
|
26.8K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
14.9K+ 19.46% |
$1.31M - $1.47M
|
91.4K
$8.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-48- 0.96% |
$4.22K - $4.73K
|
4.93K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
109+ 3.13% |
$9.58K - $10.7K
|
3.59K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-1.51K- 27.66% |
$132K - $148K
|
3.94K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.56K+ 1.79% |
$137K - $154K
|
88.8K
$8.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
13.5KNew |
$1.19M - $1.33M
|
13.5K
$1.27M
|