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 23, 2025
Q4 2024
|
Drystone LLC
|
BUY
|
- |
38.5K+ 87.1% |
$3.39M - $3.8M
|
82.8K
$7.77M
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-634- 7.08% |
$55.7K - $62.5K
|
8.32K
$781K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-106- 3.21% |
$9.31K - $10.5K
|
3.2K
$300K
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-66- 1.56% |
$5.8K - $6.51K
|
4.16K
$390K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.12KNew |
$98K - $110K
|
1.12K
$105K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 2.04% |
$1.67K - $1.87K
|
952
$89.4K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6.68K- 36.67% |
$587K - $659K
|
11.5K
$1.08M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
29.2K+ 22.01% |
$2.57M - $2.88M
|
162K
$15.2M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
94+ 0.07% |
$8.26K - $9.27K
|
143K
$13.4M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-15- 0.18% |
$1.32K - $1.48K
|
8.15K
$765K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-16.5K- 33.67% |
$1.45M - $1.62M
|
32.5K
$3.05M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39.4KNew |
$3.46M - $3.88M
|
39.4K
$3.7M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-997- 9.53% |
$87.6K - $98.3K
|
9.47K
$889K
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
5.56KNew |
$488K - $548K
|
5.56K
$522K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
102KNew |
$8.93M - $10M
|
102K
$9.55M
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-619- 20.63% |
$54.4K - $61K
|
2.38K
$224K
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.87K+ 7.88% |
$252K - $282K
|
39.2K
$3.68M
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.83K+ 28.92% |
$160K - $180K
|
8.14K
$764K
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
1.12K+ 1.59% |
$98.2K - $110K
|
71.4K
$6.71M
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
607+ 1.78% |
$53.3K - $59.9K
|
34.8K
$3.27M
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
2.65KNew |
$233K - $261K
|
2.65K
$249K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-68- 0.44% |
$5.97K - $6.7K
|
15.3K
$1.43M
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-432- 2.65% |
$38K - $42.6K
|
15.9K
$1.49M
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-72.2K- 75.6% |
$6.34M - $7.11M
|
23.3K
$2.19M
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3- 0.04% |
$264 - $296
|
7.46K
$701K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
209+ 0.99% |
$18.4K - $20.6K
|
21.4K
$2M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
133New |
$11.7K - $13.1K
|
133
$12.5K
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
5.06KNew |
$445K - $499K
|
5.06K
$475K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.67KNew |
$147K - $165K
|
1.67K
$157K
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
606+ 5.43% |
$53.2K - $59.8K
|
11.8K
$1.1M
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
232+ 7.25% |
$20.4K - $22.9K
|
3.43K
$322K
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
103+ 1.39% |
$9.05K - $10.2K
|
7.5K
$704K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.4K- 3.06% |
$123K - $138K
|
44.5K
$4.17M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11.2K- 11.6% |
$984K - $1.1M
|
85.3K
$8.01M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.0% |
$87.9 - $98.6
|
51
$4.79K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8New |
$703 - $789
|
8
$751
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
2.81K+ 3.22% |
$247K - $277K
|
90K
$8.45M
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
10KNew |
$880K - $988K
|
10K
$941K
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-50- 0.26% |
$4.39K - $4.93K
|
18.9K
$1.78M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.52K+ 19.49% |
$133K - $150K
|
9.31K
$874K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.02K- 28.07% |
$265K - $298K
|
7.74K
$727K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
494+ 531.18% |
$43.4K - $48.7K
|
587
$55.1K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.95K+ 109.26% |
$786K - $882K
|
17.1K
$1.61M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.84K- 36.66% |
$513K - $576K
|
10.1K
$948K
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-46- 0.69% |
$4.04K - $4.54K
|
6.59K
$619K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
702+ 4.52% |
$61.7K - $69.2K
|
16.2K
$1.52M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.15K- 99.9% |
$540K - $606K
|
6
$563
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-918- 16.07% |
$80.6K - $90.5K
|
4.79K
$450K
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
300New |
$26.4K - $29.6K
|
300
$28.2K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
693+ 8.42% |
$60.9K - $68.3K
|
8.92K
$837K
|