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 |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$95.2K - $110K
|
1.25K
$116K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
882+ 25.89% |
$67.2K - $77.7K
|
4.29K
$398K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
772+ 8.75% |
$58.8K - $68K
|
9.6K
$890K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
742New |
$56.5K - $65.4K
|
742
$68.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
701New |
$53.4K - $61.8K
|
701
$65K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
663New |
$50.5K - $58.4K
|
663
$61.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
634New |
$48.3K - $55.8K
|
634
$58.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
506New |
$38.5K - $44.6K
|
506
$46.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
300+ 11.32% |
$22.8K - $26.4K
|
2.95K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
277+ 5.92% |
$21.1K - $24.4K
|
4.95K
$459K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
171New |
$13K - $15.1K
|
171
$15.9K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
158New |
$12K - $13.9K
|
158
$14.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
157+ 2.69% |
$12K - $13.8K
|
6K
$556K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
100New |
$7.61K - $8.81K
|
100
$9.27K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
79+ 1.83% |
$6.02K - $6.96K
|
4.4K
$408K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
68+ 680.0% |
$5.18K - $5.99K
|
78
$7.23K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
56+ 1.41% |
$4.26K - $4.93K
|
4.02K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
54New |
$4.11K - $4.76K
|
54
$5.01K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
45New |
$3.43K - $3.96K
|
45
$4.17K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
41New |
$3.12K - $3.61K
|
41
$3.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 42.86% |
$457 - $529
|
20
$1.85K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5New |
$381 - $440
|
5
$464
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3New |
$228 - $264
|
3
$278
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2+ 1.06% |
$152 - $176
|
190
$17.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
749K+ 100.05% |
$59.4M - $76.5M
|
1.5M
$139M
|
|
|
Nov 03, 2022
Q3 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
267KNew |
$21.1M - $27.2M
|
267K
$24.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
105KNew |
$8.29M - $10.7M
|
105K
$9.69M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
79.6K+ 748.31% |
$6.31M - $8.13M
|
90.3K
$8.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
71.9K+ 11.29% |
$5.7M - $7.34M
|
709K
$65.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
53.6KNew |
$4.25M - $5.47M
|
53.6K
$4.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
48.5KNew |
$3.85M - $4.95M
|
48.5K
$4.5M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
21.7KNew |
$1.72M - $2.21M
|
21.7K
$2.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
21.2KNew |
$1.68M - $2.16M
|
21.2K
$1.96M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
20K+ 32.13% |
$1.58M - $2.04M
|
82.1K
$7.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
17.8K+ 80.71% |
$1.41M - $1.81M
|
39.8K
$3.69M
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$1.06M - $1.36M
|
13.3K
$1.23M
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
13.3KNew |
$1.06M - $1.36M
|
13.3K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
10KNew |
$796K - $1.03M
|
10K
$932K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
6.95K+ 41.1% |
$551K - $709K
|
23.8K
$2.21M
|
|
|
Oct 24, 2022
Q3 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
6.3KNew |
$500K - $644K
|
6.3K
$584K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.51KNew |
$437K - $563K
|
5.51K
$511K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.26KNew |
$259K - $333K
|
3.26K
$303K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.96K+ 101.27% |
$235K - $302K
|
5.88K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.74KNew |
$218K - $280K
|
2.74K
$254K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.4K+ 7.91% |
$190K - $245K
|
32.7K
$3.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.12K+ 18.07% |
$168K - $217K
|
13.9K
$1.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.54K+ 61.33% |
$122K - $157K
|
4.04K
$374K
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.48KNew |
$117K - $151K
|
1.48K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.26KNew |
$99.6K - $128K
|
1.26K
$116K
|
|