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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
189+ 3.7% |
$14.7K - $17.7K
|
5.29K
$491K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
84New |
$6.52K - $7.87K
|
84
$7.79K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
50New |
$3.88K - $4.69K
|
50
$4.64K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
40+ 1.34% |
$3.1K - $3.75K
|
3.02K
$280K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
18+ 0.34% |
$1.4K - $1.69K
|
5.33K
$495K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
7+ 0.19% |
$543 - $656
|
3.72K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
6New |
$466 - $562
|
6
$556
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
6+ 0.23% |
$466 - $562
|
2.59K
$240K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 2.21% |
$233 - $281
|
139
$12.9K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.98% |
$77.6 - $93.7
|
103
$9.55K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.83MNew |
$215M - $249M
|
2.83M
$262M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
921K+ 11.85% |
$70.1M - $81.1M
|
8.69M
$806M
|
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
226KNew |
$17.2M - $20M
|
226K
$21M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
215KNew |
$16.3M - $18.9M
|
215K
$19.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
- |
118KNew |
$8.98M - $10.4M
|
118K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
100KNew |
$7.61M - $8.81M
|
100K
$9.27M
|
|
|
Feb 14, 2023
Q4 2022
|
One Fin Capital Management LP
San Francisco, CA |
BUY
|
- |
80K+ 133.33% |
$6.09M - $7.05M
|
140K
$13M
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
36.3KNew |
$2.76M - $3.19M
|
36.3K
$3.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
31.5KNew |
$2.4M - $2.77M
|
31.5K
$2.92M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
27.1K+ 170.69% |
$2.07M - $2.39M
|
43.1K
$3.99M
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
21KNew |
$1.6M - $1.85M
|
21K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
16.7KNew |
$1.27M - $1.47M
|
16.7K
$1.55M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
9.27KNew |
$706K - $817K
|
9.27K
$860K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
9.21KNew |
$702K - $812K
|
9.21K
$855K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
8.71KNew |
$663K - $767K
|
8.71K
$807K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
8.71KNew |
$663K - $767K
|
8.71K
$807K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6.29K+ 73.78% |
$479K - $554K
|
14.8K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.85KNew |
$445K - $515K
|
5.85K
$543K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.8KNew |
$441K - $510K
|
5.8K
$537K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.27KNew |
$401K - $464K
|
5.27K
$488K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.21KNew |
$397K - $459K
|
5.21K
$484K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
5KNew |
$381K - $441K
|
5K
$464K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.65KNew |
$354K - $409K
|
4.65K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.38KNew |
$333K - $385K
|
4.38K
$406K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.37KNew |
$257K - $297K
|
3.37K
$313K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
3.28K+ 109.81% |
$250K - $289K
|
6.27K
$581K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.23KNew |
$246K - $284K
|
3.23K
$299K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.03KNew |
$230K - $267K
|
3.03K
$281K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$229K - $265K
|
3.01K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
2.9KNew |
$221K - $255K
|
2.9K
$269K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.71KNew |
$207K - $239K
|
2.71K
$252K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.71KNew |
$206K - $239K
|
2.71K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.5KNew |
$190K - $220K
|
2.5K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.48KNew |
$189K - $218K
|
2.48K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.48KNew |
$188K - $218K
|
2.48K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.45KNew |
$187K - $216K
|
2.45K
$227K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.37K+ 49.82% |
$180K - $208K
|
7.11K
$660K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.76KNew |
$134K - $155K
|
1.76K
$163K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 18.27% |
$110K - $127K
|
9.34K
$866K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.33K+ 4.76% |
$101K - $117K
|
29.2K
$2.71M
|
|