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 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.05K+ 42.65% |
$92.1K - $103K
|
3.51K
$329K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
SELL
|
- |
-1.77K- 6.83% |
$155K - $174K
|
24.1K
$2.26M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.37KNew |
$208K - $234K
|
2.37K
$223K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.81K+ 11.22% |
$159K - $178K
|
17.9K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-100- 1.74% |
$8.79K - $9.86K
|
5.66K
$531K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.27K- 4.64% |
$199K - $224K
|
46.6K
$4.38M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-147- 2.23% |
$12.9K - $14.5K
|
6.44K
$604K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.59K+ 3.45% |
$315K - $354K
|
108K
$10.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.72K- 3.72% |
$151K - $169K
|
44.4K
$4.17M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
4.18K+ 3.81% |
$368K - $413K
|
114K
$10.7M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-565- 1.97% |
$49.6K - $55.7K
|
28.2K
$2.65M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-282- 39.72% |
$24.8K - $27.8K
|
428
$40.2K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-109- 0.56% |
$9.04K - $10.8K
|
19.4K
$1.82M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 4.55% |
$83 - $99
|
21
$1.97K
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
665+ 0.43% |
$55.2K - $65.8K
|
154K
$14.4M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
77+ 2.35% |
$6.39K - $7.62K
|
3.35K
$315K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15.1K- 15.67% |
$1.25M - $1.49M
|
81K
$7.61M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.08K+ 4.54% |
$173K - $206K
|
48K
$4.5M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
620+ 23.86% |
$51.4K - $61.4K
|
3.22K
$302K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-616- 21.06% |
$51.1K - $61K
|
2.31K
$217K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-288- 2.49% |
$23.9K - $28.5K
|
11.3K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
314+ 0.38% |
$26.1K - $31.1K
|
82.3K
$7.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-208- 5.88% |
$17.3K - $20.6K
|
3.33K
$313K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.27KNew |
$105K - $125K
|
1.27K
$119K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
13+ 0.39% |
$1.08K - $1.29K
|
3.35K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
67.5KNew |
$5.6M - $6.68M
|
67.5K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
82.2KNew |
$6.82M - $8.14M
|
82.2K
$7.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-259- 48.59% |
$21.5K - $25.6K
|
274
$25.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
122+ 2.78% |
$10.1K - $12.1K
|
4.51K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
188New |
$15.6K - $18.6K
|
188
$17.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 24.19% |
$207K - $247K
|
7.83K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
44.7KNew |
$3.71M - $4.43M
|
44.7K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-406- 3.5% |
$33.7K - $40.2K
|
11.2K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-29.9K- 88.77% |
$2.48M - $2.96M
|
3.78K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.44K- 1.98% |
$120K - $143K
|
71.5K
$6.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
CALL |
10.7KNew |
$884K - $1.05M
|
10.7K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$180K - $214K
|
2.17K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
125+ 5.15% |
$10.4K - $12.4K
|
2.55K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
110+ 3.98% |
$9.13K - $10.9K
|
2.88K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 15.32% |
$134K - $160K
|
8.95K
$840K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.12KNew |
$176K - $210K
|
2.12K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.5K- 60.34% |
$290K - $346K
|
2.3K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-20.5K- 51.91% |
$1.7M - $2.03M
|
19K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
7.53KNew |
$625K - $745K
|
7.53K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.21K+ 109.94% |
$100K - $119K
|
2.3K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.97KNew |
$247K - $294K
|
2.97K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.69KNew |
$223K - $266K
|
2.69K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
5KNew |
$415K - $495K
|
5K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
12.2KNew |
$1.02M - $1.21M
|
12.2K
$1.15M
|
|