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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
431+ 1.46% |
$30.6K - $38.6K
|
29.9K
$2.77M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
361+ 3.69% |
$25.6K - $32.3K
|
10.2K
$942K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
335+ 3.78% |
$23.8K - $30K
|
9.19K
$852K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
260New |
$18.5K - $23.3K
|
260
$24.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
193New |
$13.7K - $17.3K
|
193
$17.9K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
188+ 5.43% |
$13.4K - $16.8K
|
3.65K
$339K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
166+ 2.99% |
$11.8K - $14.9K
|
5.72K
$531K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
154New |
$10.9K - $13.8K
|
154
$14.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
140+ 164.71% |
$9.95K - $12.5K
|
225
$20.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
114+ 2.07% |
$8.1K - $10.2K
|
5.62K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
105New |
$7.46K - $9.4K
|
105
$9.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
101New |
$7.18K - $9.04K
|
101
$9.37K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
92New |
$6.54K - $8.24K
|
92
$8.53K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
84New |
$5.97K - $7.52K
|
84
$7.79K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
70+ 1.62% |
$4.97K - $6.27K
|
4.38K
$407K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
67New |
$4.76K - $6K
|
67
$6.21K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
55New |
$3.91K - $4.92K
|
55
$5.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
49+ 4900.0% |
$3.48K - $4.39K
|
50
$4.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
47+ 1.52% |
$3.34K - $4.21K
|
3.14K
$291K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
38+ 0.94% |
$2.7K - $3.4K
|
4.09K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
34+ 1.27% |
$2.42K - $3.04K
|
2.72K
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
32+ 0.62% |
$2.27K - $2.87K
|
5.2K
$482K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
14+ 0.33% |
$995 - $1.25K
|
4.21K
$390K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
13+ 0.48% |
$924 - $1.16K
|
2.73K
$253K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 32.43% |
$853 - $1.07K
|
49
$4.54K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6+ 1.92% |
$426 - $537
|
318
$29.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 1.03% |
$426 - $537
|
589
$54.6K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.28% |
$71.1 - $89.5
|
361
$33.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.42MNew |
$107M - $124M
|
1.42M
$132M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
65KNew |
$4.9M - $5.65M
|
65K
$6.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
37K+ 1177.9% |
$2.79M - $3.21M
|
40.1K
$3.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
34.6KNew |
$2.61M - $3.01M
|
34.6K
$3.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
20.5K+ 44.09% |
$1.55M - $1.78M
|
67K
$6.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.12KNew |
$537K - $618K
|
7.12K
$660K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.27KNew |
$473K - $545K
|
6.27K
$582K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.1KNew |
$460K - $530K
|
6.1K
$566K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.27KNew |
$322K - $371K
|
4.27K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.47KNew |
$261K - $301K
|
3.47K
$321K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.46KNew |
$261K - $301K
|
3.46K
$321K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.46K+ 48.46% |
$261K - $300K
|
10.6K
$982K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.25KNew |
$245K - $283K
|
3.25K
$302K
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.87KNew |
$217K - $249K
|
2.87K
$266K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.75KNew |
$207K - $239K
|
2.75K
$255K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.73K+ 5.87% |
$131K - $150K
|
31.2K
$2.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.7KNew |
$128K - $148K
|
1.7K
$158K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.6K+ 5.9% |
$121K - $139K
|
28.8K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.51K+ 11.27% |
$114K - $131K
|
14.9K
$1.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.31K+ 3.56% |
$98.6K - $114K
|
38K
$3.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.08KNew |
$81.6K - $93.9K
|
1.08K
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
946New |
$71.4K - $82.2K
|
946
$87.7K
|
|