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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.47K+ 2.48% |
$130K - $137K
|
60.7K
$5.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.06K+ 2.21% |
$271K - $285K
|
142K
$12.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.17K+ 1.53% |
$103K - $109K
|
77.8K
$6.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.84K+ 3.9% |
$162K - $171K
|
49K
$4.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-776- 92.71% |
$68.7K - $72.4K
|
61
$5.46K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 0.98% |
$708 - $746
|
822
$73.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.14% |
$708 - $746
|
5.62K
$503K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-316- 8.11% |
$28K - $29.5K
|
3.58K
$321K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.47K+ 8.55% |
$218K - $230K
|
31.3K
$2.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-12K- 27.33% |
$1.07M - $1.12M
|
32K
$2.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-950- 70.9% |
$84K - $88.6K
|
390
$34.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-174- 4.36% |
$15.4K - $16.2K
|
3.81K
$342K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-22- 0.29% |
$1.95K - $2.05K
|
7.69K
$689K
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-43.5K- 53.12% |
$3.85M - $4.06M
|
38.4K
$3.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.94K- 45.16% |
$172K - $181K
|
2.36K
$211K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
201New |
$17.8K - $18.7K
|
201
$18K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.4K- 22.6% |
$654K - $690K
|
25.3K
$2.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-33- 1.06% |
$2.92K - $3.08K
|
3.09K
$277K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1+ 0.03% |
$88.5 - $93.2
|
3.31K
$296K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-9.75K- 15.25% |
$863K - $909K
|
54.2K
$4.86M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1K- 7.42% |
$88.8K - $93.6K
|
12.5K
$1.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.71K+ 2.15% |
$152K - $160K
|
81.6K
$7.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-527- 3.58% |
$46.6K - $49.1K
|
14.2K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-174- 7.11% |
$15.4K - $16.2K
|
2.27K
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.31K- 5.14% |
$381K - $402K
|
79.5K
$7.12M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9.22K+ 1.59% |
$815K - $859K
|
590K
$52.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.58K+ 5.48% |
$494K - $521K
|
107K
$9.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
2.91K+ 5.48% |
$257K - $271K
|
56K
$5.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.56K+ 33.06% |
$403K - $425K
|
18.3K
$1.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-384- 1.87% |
$34K - $35.8K
|
20.2K
$1.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.26K- 26.29% |
$111K - $117K
|
3.53K
$316K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.59K+ 27.82% |
$318K - $335K
|
16.5K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 17.18% |
$4.42K - $4.66K
|
241
$21.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
21.7K+ 5.01% |
$1.92M - $2.02M
|
454K
$40.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
16K+ 39.17% |
$1.41M - $1.49M
|
56.8K
$5.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
171+ 5.3% |
$15.1K - $15.9K
|
3.4K
$305K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
30.4K+ 19.78% |
$2.69M - $2.83M
|
184K
$16.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
720+ 23.49% |
$63.7K - $67.1K
|
3.79K
$339K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-49.8K- 90.12% |
$4.41M - $4.65M
|
5.46K
$489K
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.49K+ 3.49% |
$398K - $419K
|
133K
$11.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11K+ 5.3% |
$971K - $1.02M
|
218K
$19.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-85- 0.45% |
$7.52K - $7.93K
|
18.6K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
7.73K+ 144.8% |
$683K - $720K
|
13.1K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-196- 2.4% |
$17.3K - $18.3K
|
7.98K
$715K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.35KNew |
$385K - $405K
|
4.35K
$390K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
316+ 8.46% |
$28K - $29.5K
|
4.05K
$363K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
136+ 5.88% |
$12K - $12.7K
|
2.45K
$219K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-534- 14.41% |
$47.2K - $49.8K
|
3.17K
$284K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.57K- 11.93% |
$316K - $333K
|
26.3K
$2.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.38KNew |
$210K - $222K
|
2.38K
$213K
|
|