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 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-229- 8.06% |
$20.1K - $22.6K
|
2.61K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
711+ 6.47% |
$62.5K - $70.1K
|
11.7K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.2K- 9.99% |
$1.34M - $1.5M
|
137K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
29.2K+ 7.13% |
$2.57M - $2.88M
|
439K
$40.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.75KNew |
$593K - $666K
|
6.75K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-390- 2.62% |
$34.3K - $38.5K
|
14.5K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-510- 4.28% |
$44.8K - $50.3K
|
11.4K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.31K+ 13.75% |
$203K - $228K
|
19.1K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.35K- 0.16% |
$119K - $134K
|
861K
$79.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-723- 1.57% |
$63.5K - $71.3K
|
45.3K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.51K- 30.16% |
$835K - $937K
|
22K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
56.8K+ 58.8% |
$4.99M - $5.6M
|
153K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-100- 3.32% |
$8.79K - $9.86K
|
2.91K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5+ 0.52% |
$439 - $493
|
973
$90.2K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
340+ 9.67% |
$29.9K - $33.5K
|
3.86K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-677- 15.45% |
$59.5K - $66.8K
|
3.71K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.18K- 2.49% |
$279K - $314K
|
125K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-490- 3.65% |
$43K - $48.3K
|
12.9K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13.3K+ 1.62% |
$1.17M - $1.31M
|
836K
$77.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
5.13KNew |
$451K - $506K
|
5.13K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
255New |
$22.4K - $25.1K
|
255
$23.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.06K+ 3.4% |
$92.7K - $104K
|
32.1K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-488- 13.84% |
$42.9K - $48.1K
|
3.04K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.37K+ 11.08% |
$296K - $332K
|
33.8K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-260- 1.76% |
$22.8K - $25.6K
|
14.5K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
203K+ 124.08% |
$17.8M - $20M
|
366K
$33.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.5K+ 7.75% |
$307K - $345K
|
48.6K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
36.3K+ 23.28% |
$3.19M - $3.58M
|
192K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
139+ 1.41% |
$12.2K - $13.7K
|
9.98K
$925K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.82KNew |
$248K - $278K
|
2.82K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-27- 0.32% |
$2.37K - $2.66K
|
8.46K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.78K+ 54.9% |
$244K - $274K
|
7.84K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-20.9K- 55.54% |
$1.84M - $2.06M
|
16.8K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.04K+ 53.41% |
$354K - $398K
|
11.6K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.21KNew |
$370K - $415K
|
4.21K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
11+ 1.27% |
$966 - $1.08K
|
877
$81.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
323+ 5.46% |
$28.4K - $31.8K
|
6.24K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
915+ 8.56% |
$80.4K - $90.2K
|
11.6K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
87+ 3.43% |
$7.64K - $8.58K
|
2.62K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-111- 0.76% |
$9.75K - $10.9K
|
14.6K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
408KNew |
$35.8M - $40.2M
|
408K
$37.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
177+ 1.97% |
$15.5K - $17.5K
|
9.16K
$850K
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-4.17K- 11.82% |
$367K - $411K
|
31.1K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
24.6K+ 35.55% |
$2.17M - $2.43M
|
94K
$8.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-582- 97.65% |
$51.1K - $57.4K
|
14
$1.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.15KClosed |
$189K - $212K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2.97KNew |
$261K - $292K
|
2.97K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.26KNew |
$199K - $223K
|
2.26K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
63+ 1.1% |
$5.53K - $6.21K
|
5.82K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-148K- 50.74% |
$13M - $14.6M
|
143K
$13.3M
|