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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
538New |
$47.3K - $53K
|
538
$48.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-229- 8.06% |
$20.1K - $22.6K
|
2.61K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
56.8K+ 58.8% |
$4.99M - $5.6M
|
153K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
255New |
$22.4K - $25.1K
|
255
$22.8K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-20.9K- 55.54% |
$1.84M - $2.06M
|
16.8K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
323+ 5.46% |
$28.4K - $31.8K
|
6.24K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.15KClosed |
$189K - $212K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.26KNew |
$199K - $223K
|
2.26K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
22New |
$1.93K - $2.17K
|
22
$1.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-114K- 96.6% |
$9.99M - $11.2M
|
4K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-478- 8.6% |
$42K - $47.1K
|
5.08K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
57New |
$5.01K - $5.62K
|
57
$5.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
129New |
$11.3K - $12.7K
|
129
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
11.8KNew |
$1.04M - $1.17M
|
11.8K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
4.6KNew |
$404K - $454K
|
4.6K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-5.13K- 27.53% |
$451K - $506K
|
13.5K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
6New |
$527 - $592
|
6
$538
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
115+ 0.88% |
$10.1K - $11.3K
|
13.2K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-3- 1.44% |
$264 - $296
|
205
$18.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-9.76K- 68.64% |
$858K - $963K
|
4.46K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-29- 19.21% |
$2.55K - $2.86K
|
122
$10.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
480+ 3.97% |
$42.2K - $47.3K
|
12.6K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
218+ 9.41% |
$19.2K - $21.5K
|
2.53K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
64+ 2.12% |
$5.62K - $6.31K
|
3.09K
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
225New |
$19.8K - $22.2K
|
225
$20.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
33New |
$2.9K - $3.25K
|
33
$2.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-143- 30.89% |
$12.6K - $14.1K
|
320
$28.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
4.34KNew |
$381K - $427K
|
4.34K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-250- 7.94% |
$22K - $24.7K
|
2.9K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-202- 39.45% |
$17.7K - $19.9K
|
310
$27.8K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.6KNew |
$228K - $256K
|
2.6K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
30New |
$2.64K - $2.96K
|
30
$2.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
22.1K+ 8.01% |
$1.94M - $2.18M
|
298K
$26.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
960New |
$84.3K - $94.7K
|
960
$86K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
125+ 2.19% |
$11K - $12.3K
|
5.83K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-337- 9.83% |
$29.6K - $33.2K
|
3.09K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-172- 3.86% |
$15.1K - $17K
|
4.29K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-725- 3.2% |
$63.7K - $71.5K
|
21.9K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
5.52KNew |
$485K - $544K
|
5.52K
$494K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
302+ 0.37% |
$26.5K - $29.8K
|
81.8K
$7.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
18New |
$1.58K - $1.77K
|
18
$1.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.6KNew |
$1.28M - $1.43M
|
14.6K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
6.29KNew |
$553K - $620K
|
6.29K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
64.6K+ 2862.18% |
$5.68M - $6.37M
|
66.9K
$5.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.9KNew |
$254K - $285K
|
2.9K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$98.9K - $111K
|
1.13K
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.6KNew |
$228K - $256K
|
2.6K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-64- 24.81% |
$5.62K - $6.31K
|
194
$17.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
224+ 70.0% |
$19.7K - $22.1K
|
544
$48.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
4.16KNew |
$366K - $411K
|
4.16K
$373K
|
|