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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
330+ 7.08% |
$25.9K - $27.7K
|
4.99K
$463K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
264+ 8.95% |
$20.7K - $22.2K
|
3.22K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
258+ 10.25% |
$20.2K - $21.7K
|
2.78K
$257K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
208+ 1.52% |
$16.3K - $17.5K
|
13.9K
$1.29M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
152+ 524.14% |
$11.9K - $12.8K
|
181
$16.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
125New |
$9.8K - $10.5K
|
125
$11.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
123+ 0.18% |
$9.64K - $10.3K
|
69.9K
$6.48M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112+ 1600.0% |
$8.78K - $9.41K
|
119
$11K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
100New |
$7.84K - $8.4K
|
100
$9.27K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
89+ 2.65% |
$6.98K - $7.47K
|
3.45K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
57New |
$4.47K - $4.79K
|
57
$5.29K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
52+ 200.0% |
$4.08K - $4.37K
|
78
$7.23K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
28New |
$2.2K - $2.35K
|
28
$2.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
18New |
$1.41K - $1.51K
|
18
$1.67K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.18% |
$549 - $588
|
3.83K
$356K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.04% |
$78.4 - $84
|
2.43K
$225K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.41MNew |
$109M - $132M
|
1.41M
$130M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
426KNew |
$33.1M - $39.9M
|
426K
$39.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
124KNew |
$9.63M - $11.6M
|
124K
$11.5M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
97KNew |
$7.53M - $9.09M
|
97K
$9M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
77.7K+ 499.61% |
$6.03M - $7.28M
|
93.3K
$8.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
70KNew |
$5.43M - $6.56M
|
70K
$6.49M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
66.6KNew |
$5.17M - $6.24M
|
66.6K
$6.18M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43.1KNew |
$3.34M - $4.04M
|
43.1K
$4M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
18.2KNew |
$1.41M - $1.71M
|
18.2K
$1.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
11.1KNew |
$860K - $1.04M
|
11.1K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.34KNew |
$415K - $501K
|
5.34K
$496K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$222K - $268K
|
2.86K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.62KNew |
$204K - $246K
|
2.62K
$243K
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.48KNew |
$192K - $232K
|
2.48K
$230K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
2.45KNew |
$190K - $229K
|
2.45K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
2.42KNew |
$188K - $227K
|
2.42K
$224K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.98K+ 298.34% |
$154K - $186K
|
2.65K
$245K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.07K+ 77.73% |
$82.9K - $100K
|
2.44K
$226K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
985New |
$76.4K - $92.3K
|
985
$91.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
974+ 1.51% |
$75.6K - $91.3K
|
65.4K
$6.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
955New |
$74.1K - $89.5K
|
955
$88.6K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
789+ 33.91% |
$61.2K - $73.9K
|
3.12K
$289K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
680+ 359.79% |
$52.8K - $63.7K
|
869
$80.6K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
644New |
$50K - $60.3K
|
644
$59.7K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
639New |
$49.6K - $59.9K
|
639
$59.3K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
607New |
$47.1K - $56.9K
|
607
$56.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
514+ 8.5% |
$39.9K - $48.2K
|
6.56K
$608K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
499New |
$38.7K - $46.8K
|
499
$46.3K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
333New |
$25.8K - $31.2K
|
333
$30.9K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
300New |
$23.3K - $28.1K
|
300
$27.8K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
254New |
$19.7K - $23.8K
|
254
$23.6K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
207+ 5.28% |
$16.1K - $19.4K
|
4.13K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
200New |
$15.5K - $18.7K
|
200
$18.5K
|
|