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, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
300+ 14.89% |
$26.1K - $33.8K
|
2.32K
$215K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
270+ 4.49% |
$23.5K - $30.4K
|
6.28K
$582K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
238New |
$20.7K - $26.8K
|
238
$22.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
215+ 9.13% |
$18.7K - $24.2K
|
2.57K
$238K
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
213New |
$18.5K - $24K
|
213
$19.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
192New |
$16.7K - $21.6K
|
192
$17.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
141+ 0.76% |
$12.3K - $15.9K
|
18.7K
$1.74M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
134+ 1.84% |
$11.7K - $15.1K
|
7.42K
$689K
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
130+ 12.85% |
$11.3K - $14.6K
|
1.14K
$106K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
89+ 4.06% |
$7.75K - $10K
|
2.28K
$212K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
82New |
$7.14K - $9.23K
|
82
$7.6K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
68New |
$5.92K - $7.65K
|
68
$6.31K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
59New |
$5.14K - $6.64K
|
59
$5.47K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
51+ 0.43% |
$4.44K - $5.74K
|
11.9K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
50New |
$4.35K - $5.63K
|
50
$4.64K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 2.07% |
$2.09K - $2.7K
|
1.19K
$110K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15+ 0.58% |
$1.31K - $1.69K
|
2.61K
$242K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6+ 0.25% |
$522 - $675
|
2.41K
$223K
|
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4+ 0.11% |
$348 - $450
|
3.57K
$331K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.08% |
$174 - $225
|
2.41K
$224K
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
185K+ 8803.53% |
$18.5M - $21.2M
|
187K
$17.3M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
83.9KNew |
$8.39M - $9.66M
|
83.9K
$7.78M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
36.2KNew |
$3.62M - $4.17M
|
36.2K
$3.36M
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
9.6KNew |
$959K - $1.1M
|
9.6K
$890K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
2.77KNew |
$277K - $319K
|
2.77K
$257K
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.57KNew |
$157K - $181K
|
1.57K
$146K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
347New |
$34.7K - $39.9K
|
347
$32.2K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
130New |
$13K - $15K
|
130
$12.1K
|
|
|
May 16, 2022
Q1 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
74New |
$7.4K - $8.52K
|
74
$6.86K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
15KNew |
$1.54M - $1.75M
|
15K
$1.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
7.79KNew |
$798K - $903K
|
7.79K
$722K
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
4.43KNew |
$454K - $513K
|
4.43K
$410K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.09KNew |
$317K - $359K
|
3.09K
$287K
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.92KNew |
$197K - $223K
|
1.92K
$178K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
898New |
$92.1K - $104K
|
898
$83.3K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
800+ 470.59% |
$82K - $92.8K
|
970
$90K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
527New |
$54K - $61.1K
|
527
$48.9K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
375New |
$38.4K - $43.5K
|
375
$34.8K
|
|
|
Sep 18, 2023
Q4 2021
|
Washington Capital Management Inc
|
BUY
|
- |
340+ 11.29% |
$34.9K - $39.4K
|
3.35K
$311K
|
|
|
Jan 18, 2022
Q4 2021
|
Washington Capital Management Inc
|
BUY
|
PUT |
340+ 11.29% |
$34.9K - $39.4K
|
3.35K
$311K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
170+ 566.67% |
$17.4K - $19.7K
|
200
$18.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
69New |
$7.07K - $8K
|
69
$6.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
57+ 2.61% |
$5.84K - $6.61K
|
2.24K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
44New |
$4.51K - $5.1K
|
44
$4.08K
|
|
| Q3 2021 | |||||||
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
CALL |
500New |
$50.9K - $55.5K
|
500
$46.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
356New |
$36.2K - $39.5K
|
356
$33K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
121+ 4.39% |
$12.3K - $13.4K
|
2.88K
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
43New |
$4.38K - $4.77K
|
43
$3.99K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
27.4KNew |
$2.56M - $2.89M
|
27.4K
$2.54M
|
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
PUT |
7.3KNew |
$683K - $770K
|
7.3K
$677K
|
|