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
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-94.6K- 56.27% |
$8.31M - $9.33M
|
73.6K
$6.82M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-937K- 40.23% |
$82.3M - $92.4M
|
1.39M
$129M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.76K- 0.14% |
$243K - $272K
|
1.91M
$177M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.05K- 1.95% |
$531K - $596K
|
304K
$28.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.23K+ 0.97% |
$547K - $614K
|
645K
$59.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.02KNew |
$704K - $790K
|
8.02K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
281K+ 1630.34% |
$24.7M - $27.7M
|
299K
$27.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
PUT |
-36.2K- 85.99% |
$3.18M - $3.57M
|
5.9K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.47K+ 5.03% |
$656K - $736K
|
156K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.2K+ 1022.14% |
$1.07M - $1.21M
|
13.4K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-910- 4.8% |
$79.9K - $89.7K
|
18.1K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.73K+ 4.98% |
$152K - $171K
|
36.5K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
46.4K+ 24.0% |
$4.07M - $4.57M
|
240K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.05K+ 3.51% |
$92.4K - $104K
|
31K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
57New |
$5.01K - $5.62K
|
57
$5.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-7.51K- 58.77% |
$659K - $740K
|
5.27K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-523- 80.34% |
$45.9K - $51.6K
|
128
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
199New |
$17.5K - $19.6K
|
199
$18.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
227New |
$19.9K - $22.4K
|
227
$21.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
129New |
$11.3K - $12.7K
|
129
$12K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
2.37KNew |
$208K - $233K
|
2.37K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
7.1KNew |
$624K - $700K
|
7.1K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
11.8KNew |
$1.04M - $1.17M
|
11.8K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
1.75K+ 0.7% |
$154K - $172K
|
253K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
464+ 0.64% |
$40.8K - $45.8K
|
72.5K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
BUY
|
- |
1.13K+ 0.7% |
$98.8K - $111K
|
162K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-45- 0.14% |
$3.95K - $4.44K
|
31.1K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-445- 2.2% |
$39.1K - $43.9K
|
19.8K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.88K+ 7.01% |
$604K - $678K
|
105K
$9.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.02K- 3.39% |
$90K - $101K
|
29.2K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
14.9K+ 52.44% |
$1.31M - $1.47M
|
43.4K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
882+ 6.96% |
$77.5K - $87K
|
13.6K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.9K- 1.23% |
$1.31M - $1.47M
|
1.2M
$111M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.33K- 4.71% |
$117K - $131K
|
26.9K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-105- 17.07% |
$9.22K - $10.4K
|
510
$47.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-582- 97.65% |
$51.1K - $57.4K
|
14
$1.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
262+ 1.05% |
$23K - $25.8K
|
25.1K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-382K- 3.83% |
$33.6M - $37.7M
|
9.6M
$890M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
4.6KNew |
$404K - $454K
|
4.6K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.39K- 1.77% |
$298K - $334K
|
188K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.5K- 25.23% |
$659K - $740K
|
22.2K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-916- 1.96% |
$80.5K - $90.3K
|
45.8K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13.7K- 36.83% |
$1.2M - $1.35M
|
23.5K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
242+ 32.05% |
$21.3K - $23.9K
|
997
$92.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 1.61% |
$1.14K - $1.28K
|
821
$76.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.29KNew |
$289K - $325K
|
3.29K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.06K- 35.15% |
$533K - $598K
|
11.2K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
370+ 5.37% |
$32.5K - $36.5K
|
7.27K
$674K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.64% |
$176 - $197
|
124
$11.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
22.4KNew |
$1.97M - $2.21M
|
22.4K
$2.08M
|