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 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
8.03K+ 5.22% |
$705K - $791K
|
162K
$15.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.72K+ 4.12% |
$151K - $170K
|
43.5K
$4.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.23K- 92.07% |
$108K - $121K
|
106
$9.95K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
256+ 0.08% |
$22.5K - $25.2K
|
340K
$31.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
195+ 6.43% |
$17.1K - $19.2K
|
3.23K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-7- 0.54% |
$615 - $690
|
1.29K
$121K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.3KNew |
$990K - $1.11M
|
11.3K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
2.78K+ 3.12% |
$244K - $274K
|
91.8K
$8.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-242- 1.66% |
$21.3K - $23.9K
|
14.3K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.7K+ 3.3% |
$149K - $167K
|
53K
$4.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.13% |
$87.9 - $98.6
|
745
$70K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
739+ 8.59% |
$64.9K - $72.9K
|
9.34K
$877K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-66- 25.88% |
$5.8K - $6.51K
|
189
$17.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
5.3K+ 5.0% |
$465K - $522K
|
111K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-49.9K- 93.17% |
$4.38M - $4.92M
|
3.65K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.3K- 4.09% |
$114K - $128K
|
30.5K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 18.74% |
$112K - $126K
|
5.54K
$520K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
40+ 0.87% |
$3.51K - $3.94K
|
4.65K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.45K- 99.93% |
$127K - $143K
|
1
$93.9
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-65- 2.25% |
$5.71K - $6.41K
|
2.82K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
20+ 0.88% |
$1.76K - $1.97K
|
2.3K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
12.7K+ 5.92% |
$1.12M - $1.25M
|
228K
$21.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-206- 17.93% |
$18.1K - $20.3K
|
943
$88.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
654+ 30.24% |
$57.5K - $64.5K
|
2.82K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.88K+ 9.64% |
$165K - $185K
|
21.4K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.29K- 18.82% |
$114K - $127K
|
5.58K
$524K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.4K- 4.42% |
$211K - $236K
|
51.9K
$4.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.48% |
$87.9 - $98.6
|
209
$19.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.97K+ 1.47% |
$437K - $490K
|
344K
$32.3M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-29- 1.17% |
$2.55K - $2.86K
|
2.45K
$230K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
48+ 2.63% |
$4.22K - $4.73K
|
1.88K
$176K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 1.95% |
$966 - $1.08K
|
576
$54.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
15.8KNew |
$1.38M - $1.55M
|
15.8K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
781+ 31.85% |
$68.6K - $77K
|
3.23K
$304K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.16KNew |
$542K - $608K
|
6.16K
$579K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-1.92K- 4.57% |
$169K - $190K
|
40.2K
$3.77M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-54K- 39.59% |
$4.75M - $5.33M
|
82.4K
$7.74M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.57M- 99.8% |
$313M - $352M
|
7.21K
$677K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
531+ 14.26% |
$46.6K - $52.4K
|
4.25K
$399K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
1.72K+ 32.58% |
$151K - $169K
|
6.98K
$655K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-877- 11.44% |
$77K - $86.5K
|
6.79K
$637K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
548+ 9.44% |
$48.1K - $54K
|
6.35K
$596K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
179+ 22.38% |
$15.7K - $17.6K
|
979
$91.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-737- 9.6% |
$64.7K - $72.7K
|
6.94K
$652K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.24K- 9.27% |
$197K - $221K
|
21.9K
$2.06M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.14% |
$966 - $1.08K
|
7.94K
$745K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-988- 0.51% |
$86.8K - $97.4K
|
192K
$18M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
3.36K+ 3.1% |
$295K - $331K
|
112K
$10.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-146- 3.46% |
$12.8K - $14.4K
|
4.07K
$383K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-130- 31.86% |
$11.4K - $12.8K
|
278
$26.1K
|