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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.39MNew |
$122M - $137M
|
1.39M
$128M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
720K+ 879.72% |
$63.3M - $71M
|
802K
$73.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
586K+ 11.53% |
$51.4M - $57.7M
|
5.67M
$519M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
389K+ 685.73% |
$34.1M - $38.3M
|
445K
$40.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
371K+ 3.24% |
$32.5M - $36.5M
|
11.8M
$1.08B
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
366KNew |
$32.1M - $36.1M
|
366K
$33.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
329K+ 168.57% |
$28.9M - $32.5M
|
525K
$48.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
288K+ 8815.19% |
$25.3M - $28.4M
|
292K
$26.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
184K+ 18.76% |
$16.2M - $18.2M
|
1.17M
$107M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
184K+ 18.76% |
$16.2M - $18.2M
|
1.17M
$107M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
173KNew |
$15.2M - $17.1M
|
173K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
153K+ 15.46% |
$13.4M - $15M
|
1.14M
$104M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
127KNew |
$11.2M - $12.5M
|
127K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
108KNew |
$9.45M - $10.6M
|
108K
$9.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
106K+ 39.02% |
$9.33M - $10.5M
|
378K
$34.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
102KNew |
$8.93M - $10M
|
102K
$9.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
99.7K+ 6.01% |
$8.76M - $9.83M
|
1.76M
$161M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
88K+ 257.13% |
$7.73M - $8.68M
|
122K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
84.8KNew |
$7.45M - $8.36M
|
84.8K
$7.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
79.1K+ 2147.62% |
$6.94M - $7.79M
|
82.7K
$7.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
73.5K+ 48.62% |
$6.46M - $7.25M
|
225K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
64.6K+ 2862.18% |
$5.68M - $6.37M
|
66.9K
$6.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
62.6K+ 24.16% |
$5.5M - $6.17M
|
322K
$29.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
52K+ 381.45% |
$4.57M - $5.13M
|
65.6K
$6.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46.9KNew |
$4.12M - $4.62M
|
46.9K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44.5K+ 67.94% |
$3.91M - $4.39M
|
110K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.9K+ 65.42% |
$3.85M - $4.32M
|
111K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.7K+ 12.08% |
$3.75M - $4.21M
|
396K
$36.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
40.4K+ 3.5% |
$3.55M - $3.99M
|
1.2M
$110M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
39.4KNew |
$3.46M - $3.88M
|
39.4K
$3.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
39KNew |
$3.43M - $3.85M
|
39K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
BUY
|
- |
38.5K+ 87.1% |
$3.39M - $3.8M
|
82.8K
$7.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
36.4K+ 15.74% |
$3.2M - $3.59M
|
268K
$24.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
36.3K+ 3.0% |
$3.19M - $3.57M
|
1.24M
$114M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
29.2K+ 22.01% |
$2.57M - $2.88M
|
162K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
28.7KNew |
$2.52M - $2.83M
|
28.7K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
28.6KNew |
$2.51M - $2.82M
|
28.6K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28.5KNew |
$2.5M - $2.81M
|
28.5K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
28.4KNew |
$2.49M - $2.8M
|
28.4K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
24.2KNew |
$2.13M - $2.39M
|
24.2K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
22.3K+ 13.16% |
$1.96M - $2.2M
|
191K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
22.1K+ 8.01% |
$1.94M - $2.18M
|
298K
$27.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
21.9K+ 12.69% |
$1.92M - $2.16M
|
194K
$17.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.6K+ 8.38% |
$1.9M - $2.13M
|
280K
$25.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
21.3KNew |
$1.87M - $2.1M
|
21.3K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
21.2KNew |
$1.86M - $2.09M
|
21.2K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.3K+ 113.97% |
$1.78M - $2M
|
38.1K
$3.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
20.2KNew |
$1.78M - $1.99M
|
20.2K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.9K+ 7.99% |
$1.75M - $1.96M
|
269K
$24.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
18.8KNew |
$1.65M - $1.85M
|
18.8K
$1.72M
|