Latest Institutional Purchases of Vanguard Specialized Funds Van (VNQ)
This list provides information on the latest institutional transactions involving Vanguard Specialized Funds Van (VNQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
26.5KNew |
$1.89M - $2.38M
|
26.5K
$2.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
24.5KNew |
$1.74M - $2.19M
|
24.5K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.8KNew |
$981K - $1.24M
|
13.8K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
11.5KNew |
$817K - $1.03M
|
11.5K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.3KNew |
$801K - $1.01M
|
11.3K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
10.9KNew |
$775K - $977K
|
10.9K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
10.4KNew |
$738K - $930K
|
10.4K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
CALL |
10KNew |
$711K - $895K
|
10K
$927K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7.91KNew |
$562K - $708K
|
7.91K
$734K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.07KNew |
$502K - $633K
|
7.07K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
6.78KNew |
$482K - $607K
|
6.78K
$629K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6.33KNew |
$450K - $567K
|
6.33K
$587K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
6KNew |
$426K - $537K
|
6K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.99KNew |
$425K - $536K
|
5.99K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
5.34K+ 8.08% |
$379K - $478K
|
71.4K
$6.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.29KNew |
$376K - $473K
|
5.29K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
5.12KNew |
$364K - $458K
|
5.12K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
5.01KNew |
$356K - $449K
|
5.01K
$465K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.08KNew |
$290K - $366K
|
4.08K
$379K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.86KNew |
$274K - $346K
|
3.86K
$358K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.76KNew |
$267K - $337K
|
3.76K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$264K - $332K
|
3.71K
$344K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.69KNew |
$262K - $330K
|
3.69K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
3.65KNew |
$259K - $327K
|
3.65K
$339K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.56KNew |
$253K - $318K
|
3.56K
$330K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.49KNew |
$248K - $313K
|
3.49K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.45KNew |
$245K - $309K
|
3.45K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.2KNew |
$228K - $287K
|
3.2K
$297K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$183K - $230K
|
2.57K
$238K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.57KNew |
$182K - $230K
|
2.57K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.56KNew |
$182K - $229K
|
2.56K
$238K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.5KNew |
$178K - $224K
|
2.5K
$232K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
2.5KNew |
$178K - $224K
|
2.5K
$232K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.39KNew |
$170K - $214K
|
2.39K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.34KNew |
$166K - $209K
|
2.34K
$217K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.31KNew |
$164K - $207K
|
2.31K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.3KNew |
$163K - $206K
|
2.3K
$213K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.54K+ 35.61% |
$109K - $138K
|
5.87K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
1.5KNew |
$107K - $134K
|
1.5K
$139K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.5KNew |
$107K - $134K
|
1.5K
$139K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$78.2K - $98.5K
|
1.1K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
1KNew |
$71.1K - $89.5K
|
1K
$92.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
1K+ 30.71% |
$71.1K - $89.5K
|
4.26K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
675New |
$48K - $60.4K
|
675
$62.6K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
671New |
$47.7K - $60.1K
|
671
$62.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
604+ 13.89% |
$42.9K - $54.1K
|
4.95K
$459K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
496New |
$35.2K - $44.4K
|
496
$46K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
460New |
$32.7K - $41.2K
|
460
$42.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
450New |
$32K - $40.3K
|
450
$41.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
436+ 1.78% |
$31K - $39K
|
24.9K
$2.31M
|