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 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
371+ 6.76% |
$32.6K - $36.6K
|
5.86K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
291+ 1.88% |
$25.6K - $28.7K
|
15.8K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.98K+ 11.02% |
$174K - $195K
|
19.9K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.27K+ 2.71% |
$112K - $125K
|
48.2K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.34KNew |
$118K - $133K
|
1.34K
$126K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
392+ 2.79% |
$34.4K - $38.7K
|
14.5K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
290+ 0.98% |
$25.5K - $28.6K
|
29.9K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$351 - $394
|
4.41K
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-80- 1.29% |
$7.03K - $7.89K
|
6.13K
$576K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.6K- 15.18% |
$668K - $749K
|
42.5K
$3.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
109+ 2.0% |
$9.58K - $10.7K
|
5.56K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
7.99K+ 4.43% |
$702K - $788K
|
188K
$17.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8.11K+ 15.73% |
$712K - $799K
|
59.7K
$5.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
55+ 0.11% |
$4.83K - $5.42K
|
51.9K
$4.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1+ 0.04% |
$87.9 - $98.6
|
2.39K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5.56K- 32.24% |
$489K - $548K
|
11.7K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-19- 0.42% |
$1.67K - $1.87K
|
4.46K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
968+ 10.58% |
$85K - $95.4K
|
10.1K
$950K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 7.88% |
$415K - $466K
|
55.3K
$5.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
873+ 0.8% |
$76.7K - $86.1K
|
110K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2K- 34.91% |
$176K - $197K
|
3.73K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-920- 1.94% |
$80.8K - $90.7K
|
46.6K
$4.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
21.2KNew |
$1.86M - $2.09M
|
21.2K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
2.22K+ 0.6% |
$195K - $219K
|
374K
$35.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.02K+ 21.16% |
$89.7K - $101K
|
5.85K
$549K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-43.1K- 45.2% |
$3.79M - $4.25M
|
52.3K
$4.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.63K+ 2.14% |
$319K - $358K
|
173K
$16.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
940+ 6.22% |
$82.6K - $92.7K
|
16K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
59+ 2.61% |
$5.18K - $5.82K
|
2.32K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-211- 2.08% |
$18.5K - $20.8K
|
9.94K
$933K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-78- 1.16% |
$6.85K - $7.69K
|
6.63K
$623K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
26+ 0.05% |
$2.28K - $2.56K
|
54.6K
$5.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
10.7K+ 0.96% |
$936K - $1.05M
|
1.12M
$105M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-977- 10.96% |
$85.8K - $96.3K
|
7.94K
$745K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.05K+ 0.86% |
$92.2K - $103K
|
124K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-962- 4.15% |
$84.5K - $94.9K
|
22.2K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-154- 4.53% |
$13.5K - $15.2K
|
3.25K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.93K+ 19.95% |
$345K - $387K
|
23.6K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
17.6KNew |
$1.54M - $1.73M
|
17.6K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
60+ 3.91% |
$5.27K - $5.92K
|
1.59K
$150K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.21K+ 26.4% |
$194K - $218K
|
10.6K
$994K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.22K+ 31.0% |
$195K - $219K
|
9.37K
$880K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
659+ 3.0% |
$57.9K - $65K
|
22.6K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-361- 1.69% |
$31.7K - $35.6K
|
21K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-104- 0.74% |
$9.14K - $10.3K
|
14K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 3.55% |
$8.79K - $9.86K
|
2.72K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
218+ 9.04% |
$19.2K - $21.5K
|
2.63K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 7.1% |
$179K - $201K
|
30.8K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-319- 9.86% |
$28K - $31.5K
|
2.92K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
79.1K+ 2147.62% |
$6.94M - $7.79M
|
82.7K
$7.77M
|