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 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.17K+ 2.75% |
$103K - $116K
|
43.8K
$4.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-42- 1.23% |
$3.69K - $4.14K
|
3.38K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-62.5K- 81.33% |
$5.49M - $6.16M
|
14.3K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
182+ 3.11% |
$16K - $17.9K
|
6.04K
$567K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.9K- 5.48% |
$518K - $581K
|
102K
$9.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44.5K+ 67.94% |
$3.91M - $4.39M
|
110K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-66- 1.46% |
$5.8K - $6.51K
|
4.47K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.63K+ 26.95% |
$319K - $358K
|
17.1K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
1.01K+ 8.58% |
$88.6K - $99.5K
|
12.8K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.78K+ 26.16% |
$332K - $372K
|
18.2K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.5K+ 100.86% |
$924K - $1.04M
|
21K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.5K+ 59.45% |
$1.01M - $1.13M
|
30.8K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-460- 2.28% |
$40.4K - $45.4K
|
19.7K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
827+ 29.72% |
$72.7K - $81.5K
|
3.61K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
9.53K+ 7.54% |
$837K - $939K
|
136K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6.74K+ 7.77% |
$592K - $664K
|
93.4K
$8.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7- 0.01% |
$615 - $690
|
76.6K
$7.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.22K+ 7.08% |
$283K - $318K
|
48.7K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-33- 1.16% |
$2.9K - $3.25K
|
2.81K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3KNew |
$264K - $296K
|
3K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-5.19K- 6.86% |
$456K - $512K
|
70.6K
$6.62M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
50+ 0.33% |
$4.39K - $4.93K
|
15.2K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-906- 1.77% |
$79.6K - $89.3K
|
50.1K
$4.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.03K- 11.52% |
$90.4K - $101K
|
7.91K
$742K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-400- 4.99% |
$35.1K - $39.4K
|
7.62K
$715K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
938+ 45.49% |
$82.4K - $92.5K
|
3K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
35+ 0.14% |
$3.07K - $3.45K
|
24.4K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-248- 6.76% |
$21.8K - $24.5K
|
3.42K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.36K+ 5.5% |
$119K - $134K
|
26K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.89% |
$2.64K - $2.96K
|
3.4K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.02K- 25.71% |
$177K - $199K
|
5.84K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.3K+ 29.06% |
$378K - $424K
|
19.1K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.46K- 7.75% |
$392K - $439K
|
53K
$4.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 8.16% |
$395K - $444K
|
59.7K
$5.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.6K+ 8.38% |
$1.9M - $2.13M
|
280K
$26.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.02K+ 1.82% |
$89.2K - $100K
|
56.7K
$5.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3.99K- 16.64% |
$350K - $393K
|
20K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$4.39K - $4.93K
|
50
$4.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.48K+ 3.73% |
$218K - $244K
|
68.9K
$6.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.08% |
$176 - $197
|
2.53K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-513- 2.21% |
$45.1K - $50.6K
|
22.7K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26- 0.03% |
$2.28K - $2.56K
|
79K
$7.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
46+ 1.78% |
$4.04K - $4.54K
|
2.63K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-6.51K- 17.24% |
$572K - $642K
|
31.2K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
99.7K+ 6.01% |
$8.76M - $9.83M
|
1.76M
$165M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-87- 1.23% |
$7.64K - $8.58K
|
7.01K
$658K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.13K+ 2.4% |
$99.5K - $112K
|
48.4K
$4.55M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.37K- 1.15% |
$121K - $135K
|
118K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
9.27K+ 1.16% |
$815K - $914K
|
809K
$76M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-570- 4.61% |
$50.1K - $56.2K
|
11.8K
$1.11M
|