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 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.44K- 19.49% |
$127K - $142K
|
5.97K
$560K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.12KNew |
$362K - $406K
|
4.12K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-768- 21.09% |
$67.5K - $75.7K
|
2.87K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2- 0.04% |
$176 - $197
|
5.61K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-617K- 92.4% |
$54.2M - $60.8M
|
50.8K
$4.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
347+ 10.58% |
$30.5K - $34.2K
|
3.63K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-167K- 52.78% |
$14.7M - $16.5M
|
149K
$14M
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-4.3K- 3.02% |
$378K - $424K
|
138K
$13M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-5- 0.01% |
$439 - $493
|
58.7K
$5.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-10.3K- 3.51% |
$902K - $1.01M
|
282K
$26.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
35+ 1.04% |
$3.07K - $3.45K
|
3.4K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-13.7K- 27.36% |
$1.21M - $1.35M
|
36.5K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
280+ 1.42% |
$24.6K - $27.6K
|
20.1K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
720K+ 879.72% |
$63.3M - $71M
|
802K
$75.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
133+ 2.68% |
$11.7K - $13.1K
|
5.1K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
40+ 0.88% |
$3.51K - $3.94K
|
4.61K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-162- 1.01% |
$14.2K - $16K
|
15.9K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-10.2K- 21.67% |
$895K - $1M
|
36.8K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-17.7K- 4.55% |
$1.56M - $1.75M
|
372K
$34.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-90- 1.55% |
$7.91K - $8.87K
|
5.71K
$536K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
18KNew |
$1.58M - $1.77M
|
18K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
84.8KNew |
$7.45M - $8.36M
|
84.8K
$7.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-513- 14.76% |
$45.1K - $50.6K
|
2.96K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-421- 3.8% |
$37K - $41.5K
|
10.7K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-50- 0.3% |
$4.39K - $4.93K
|
16.4K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
17+ 0.6% |
$1.49K - $1.68K
|
2.87K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
6.52K+ 0.99% |
$573K - $643K
|
665K
$62.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
16+ 0.1% |
$1.41K - $1.58K
|
16.3K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-424- 0.96% |
$37.2K - $41.8K
|
43.9K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.11K+ 9.46% |
$97.7K - $110K
|
12.9K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-379- 4.6% |
$33.3K - $37.4K
|
7.85K
$737K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
86+ 3.24% |
$7.56K - $8.48K
|
2.74K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-185- 1.24% |
$16.3K - $18.2K
|
14.7K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
9+ 2.73% |
$791 - $887
|
339
$31.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-50- 1.94% |
$4.39K - $4.93K
|
2.52K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
585+ 21.08% |
$51.4K - $57.7K
|
3.36K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
85+ 23.94% |
$7.47K - $8.38K
|
440
$41.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.96K- 16.52% |
$172K - $193K
|
9.88K
$928K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
317+ 1.36% |
$27.8K - $31.3K
|
23.6K
$2.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
120+ 1.65% |
$10.5K - $11.8K
|
7.41K
$696K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
23+ 2.09% |
$2.02K - $2.27K
|
1.12K
$106K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.92K+ 9.21% |
$696K - $781K
|
93.9K
$8.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-25- 0.05% |
$2.2K - $2.47K
|
55K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
598+ 6.15% |
$52.5K - $59K
|
10.3K
$970K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
5.12KNew |
$450K - $505K
|
5.12K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.45K- 11.01% |
$128K - $143K
|
11.7K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-734- 3.08% |
$64.5K - $72.4K
|
23.1K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
5.79KNew |
$509K - $571K
|
5.79K
$544K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.59K- 19.56% |
$140K - $157K
|
6.54K
$614K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-100- 0.97% |
$8.79K - $9.86K
|
10.2K
$958K
|