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 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
5.48KNew |
$481K - $540K
|
5.48K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
227K+ 5.13% |
$20M - $22.4M
|
4.65M
$432M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.64K+ 2.45% |
$320K - $359K
|
152K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.29K- 31.0% |
$113K - $127K
|
2.86K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.07K+ 5.13% |
$181K - $204K
|
42.3K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-163K- 5.71% |
$14.4M - $16.1M
|
2.7M
$250M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
470+ 19.11% |
$41.3K - $46.3K
|
2.93K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-302- 1.21% |
$26.5K - $29.8K
|
24.7K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-3- 1.44% |
$264 - $296
|
205
$19K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
301+ 3.47% |
$26.4K - $29.7K
|
8.97K
$832K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.48K- 3.96% |
$394K - $442K
|
109K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-148- 2.75% |
$13K - $14.6K
|
5.24K
$486K
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-430- 0.48% |
$37.8K - $42.4K
|
88.6K
$8.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
914New |
$80.3K - $90.1K
|
914
$84.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
26.2K+ 182.18% |
$2.31M - $2.59M
|
40.7K
$3.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
855+ 3.98% |
$75.1K - $84.3K
|
22.3K
$2.07M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.06K+ 0.65% |
$268K - $301K
|
472K
$43.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-9.76K- 68.64% |
$858K - $963K
|
4.46K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-308- 4.26% |
$27.1K - $30.4K
|
6.93K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-29- 19.21% |
$2.55K - $2.86K
|
122
$11.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
480+ 3.97% |
$42.2K - $47.3K
|
12.6K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
7.07KNew |
$621K - $697K
|
7.07K
$655K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-158- 3.59% |
$13.9K - $15.6K
|
4.25K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-20- 0.64% |
$1.76K - $1.97K
|
3.11K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
163+ 1.53% |
$14.3K - $16.1K
|
10.8K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.21K+ 2.98% |
$194K - $218K
|
76.3K
$7.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
16+ 0.84% |
$1.41K - $1.58K
|
1.93K
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-41.9K- 2.46% |
$3.68M - $4.14M
|
1.66M
$154M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.25K- 15.22% |
$110K - $123K
|
6.96K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
2.74K+ 4.48% |
$241K - $270K
|
64K
$5.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.03K+ 2.03% |
$90.3K - $101K
|
51.8K
$4.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
282+ 5.56% |
$24.8K - $27.8K
|
5.35K
$496K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
242+ 9.86% |
$21.3K - $23.9K
|
2.7K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-37- 0.09% |
$3.25K - $3.65K
|
40K
$3.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
218+ 9.41% |
$19.2K - $21.5K
|
2.53K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
3+ 0.01% |
$264 - $296
|
20.7K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
280+ 2.07% |
$24.6K - $27.6K
|
13.8K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.86K- 6.21% |
$163K - $183K
|
28.1K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
28.5KNew |
$2.5M - $2.81M
|
28.5K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
34.5K+ 14.56% |
$3.03M - $3.41M
|
272K
$25.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-752- 0.61% |
$66.1K - $74.1K
|
123K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.74KNew |
$153K - $172K
|
1.74K
$162K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
3.3K+ 37.16% |
$290K - $325K
|
12.2K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.15KNew |
$276K - $310K
|
3.15K
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
35+ 6.38% |
$3.07K - $3.45K
|
584
$54.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
64+ 2.12% |
$5.62K - $6.31K
|
3.09K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
225New |
$19.8K - $22.2K
|
225
$20.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-135- 0.29% |
$11.9K - $13.3K
|
45.7K
$4.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
120+ 0.1% |
$10.5K - $11.8K
|
122K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 10.87% |
$283K - $318K
|
32.9K
$3.05M
|