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 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
318+ 2.64% |
$27.9K - $31.4K
|
12.4K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13KNew |
$1.14M - $1.28M
|
13K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.37K+ 19.15% |
$120K - $135K
|
8.5K
$762K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
291New |
$25.6K - $28.7K
|
291
$26.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
2.34KNew |
$205K - $230K
|
2.34K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-836- 2.17% |
$73.4K - $82.4K
|
37.6K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.6% |
$264 - $296
|
499
$44.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.23K- 92.07% |
$108K - $121K
|
106
$9.5K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.45K- 99.93% |
$127K - $143K
|
1
$89.6
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 1.95% |
$966 - $1.08K
|
576
$51.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-146- 3.46% |
$12.8K - $14.4K
|
4.07K
$365K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-100- 1.74% |
$8.79K - $9.86K
|
5.66K
$507K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.53KNew |
$210K - $251K
|
2.53K
$227K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 4.55% |
$83 - $99
|
21
$1.88K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15.1K- 15.67% |
$1.25M - $1.49M
|
81K
$7.26M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
620+ 23.86% |
$51.4K - $61.4K
|
3.22K
$288K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-208- 5.88% |
$17.3K - $20.6K
|
3.33K
$299K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.27KNew |
$105K - $125K
|
1.27K
$113K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
13+ 0.39% |
$1.08K - $1.29K
|
3.35K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
122+ 2.78% |
$10.1K - $12.1K
|
4.51K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.12KNew |
$176K - $210K
|
2.12K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.5K- 60.34% |
$290K - $346K
|
2.3K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-20.5K- 51.91% |
$1.7M - $2.03M
|
19K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
7.53KNew |
$625K - $745K
|
7.53K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.21K+ 109.94% |
$100K - $119K
|
2.3K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.97KNew |
$247K - $294K
|
2.97K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.69KNew |
$223K - $266K
|
2.69K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.48K+ 345.09% |
$123K - $146K
|
1.91K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
5.31KNew |
$441K - $526K
|
5.31K
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-371- 14.95% |
$30.8K - $36.7K
|
2.11K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
246KNew |
$20.4M - $24.4M
|
246K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.18KNew |
$181K - $215K
|
2.18K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-33.6K- 20.7% |
$2.79M - $3.33M
|
129K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3KNew |
$249K - $297K
|
3K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.31KNew |
$191K - $228K
|
2.31K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-98- 2.29% |
$8.13K - $9.7K
|
4.19K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-11K- 21.74% |
$913K - $1.09M
|
39.6K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.38KNew |
$529K - $632K
|
6.38K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
7.4K+ 13.83% |
$614K - $732K
|
60.9K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
29.6K+ 67.43% |
$2.46M - $2.93M
|
73.5K
$6.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-94- 0.18% |
$7.8K - $9.3K
|
51.3K
$4.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.81K+ 5.46% |
$316K - $377K
|
73.5K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
32KNew |
$2.66M - $3.17M
|
32K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
288+ 3.32% |
$23.9K - $28.5K
|
8.95K
$802K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-98.7K- 3.7% |
$8.19M - $9.77M
|
2.57M
$230M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-16.7K- 98.4% |
$1.39M - $1.66M
|
272
$24.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Trustees Of The Smith College
|
BUY
|
- |
2.98K+ 2.08% |
$247K - $295K
|
147K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
152KNew |
$12.6M - $15M
|
152K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.11KNew |
$175K - $208K
|
2.11K
$189K
|
|