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 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-31- 0.18% |
$2.72K - $3.06K
|
17.5K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.57K- 8.66% |
$138K - $154K
|
16.5K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
747+ 7.08% |
$65.6K - $73.7K
|
11.3K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
430+ 6.25% |
$37.8K - $42.4K
|
7.31K
$686K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
643+ 2.14% |
$56.5K - $63.4K
|
30.7K
$2.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-270- 3.58% |
$23.7K - $26.6K
|
7.27K
$682K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.25K+ 5.43% |
$110K - $123K
|
24.3K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-26.2K- 99.94% |
$2.3M - $2.58M
|
16
$1.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-316- 4.16% |
$27.8K - $31.2K
|
7.28K
$684K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-22- 0.7% |
$1.93K - $2.17K
|
3.12K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-43.1K- 72.42% |
$3.79M - $4.25M
|
16.4K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.78K+ 0.45% |
$157K - $176K
|
401K
$37.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
183+ 1.81% |
$16.1K - $18K
|
10.3K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-487- 10.98% |
$42.8K - $48K
|
3.95K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-176- 0.23% |
$15.5K - $17.4K
|
76.3K
$7.16M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.84K+ 7.43% |
$337K - $379K
|
55.5K
$5.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.13K+ 35635.0% |
$626K - $703K
|
7.15K
$671K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.59K+ 5.8% |
$140K - $157K
|
29.1K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.1KNew |
$1.42M - $1.59M
|
16.1K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.01% |
$87.9 - $98.6
|
6.82K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.54K- 11.6% |
$311K - $349K
|
27K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.05K- 30.29% |
$91.8K - $103K
|
2.41K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-201- 6.71% |
$17.7K - $19.8K
|
2.8K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
73.5K+ 48.62% |
$6.46M - $7.25M
|
225K
$21.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
80+ 33.06% |
$7.03K - $7.89K
|
322
$30.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-402- 15.17% |
$35.3K - $39.6K
|
2.25K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.21K- 9.76% |
$194K - $218K
|
20.4K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.86K+ 3.45% |
$779K - $874K
|
266K
$24.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 3.49% |
$6.85K - $7.69K
|
2.31K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5+ 0.89% |
$439 - $493
|
566
$53.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-178- 6.59% |
$15.6K - $17.6K
|
2.52K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-30- 0.86% |
$2.64K - $2.96K
|
3.44K
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6.37KNew |
$560K - $628K
|
6.37K
$598K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
300+ 6.57% |
$26.4K - $29.6K
|
4.87K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
331+ 13.46% |
$29.1K - $32.6K
|
2.79K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-280- 8.26% |
$24.6K - $27.6K
|
3.11K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75K+ 15.84% |
$154K - $173K
|
12.8K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5+ 0.1% |
$439 - $493
|
4.88K
$458K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4- 0.79% |
$351 - $394
|
500
$47K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
415+ 177.35% |
$36.5K - $40.9K
|
649
$60.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
329K+ 168.57% |
$28.9M - $32.5M
|
525K
$49.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
430+ 2.45% |
$37.8K - $42.4K
|
18K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
168+ 1.2% |
$14.8K - $16.6K
|
14.1K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-68- 2.2% |
$5.97K - $6.7K
|
3.02K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.14K+ 1.65% |
$99.7K - $112K
|
70K
$6.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
172+ 12.35% |
$15.1K - $17K
|
1.57K
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Kearns & Associates LLC
|
BUY
|
- |
14+ 0.28% |
$1.23K - $1.38K
|
5.07K
$476K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-12.4K- 4.57% |
$1.09M - $1.23M
|
260K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-5.18K- 19.64% |
$455K - $511K
|
21.2K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-295- 1.35% |
$25.9K - $29.1K
|
21.5K
$2.02M
|