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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
480+ 0.63% |
$41.1K - $45.3K
|
76.5K
$6.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
477+ 1.09% |
$40.8K - $45K
|
44.3K
$3.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
471+ 1.4% |
$40.3K - $44.4K
|
34K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
470+ 2.22% |
$40.2K - $44.3K
|
21.7K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
469+ 0.85% |
$40.1K - $44.2K
|
55.5K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
468+ 1.5% |
$40K - $44.2K
|
31.6K
$2.83M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
468+ 5.65% |
$40K - $44.2K
|
8.75K
$783K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
466+ 3.29% |
$39.9K - $44K
|
14.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
460+ 1.9% |
$39.4K - $43.4K
|
24.6K
$2.21M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
448New |
$38.3K - $42.3K
|
448
$40.1K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
446+ 1.35% |
$38.2K - $42.1K
|
33.5K
$3M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
438New |
$37.5K - $41.3K
|
438
$39.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
438+ 1.99% |
$37.5K - $41.3K
|
22.4K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
433+ 9.7% |
$37K - $40.8K
|
4.9K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
424+ 3.76% |
$36.3K - $40K
|
11.7K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
424+ 7.25% |
$36.3K - $40K
|
6.27K
$561K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
423+ 11.47% |
$36.2K - $39.9K
|
4.11K
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
414+ 43.49% |
$35.4K - $39.1K
|
1.37K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
408+ 3.35% |
$34.9K - $38.5K
|
12.6K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
397+ 0.26% |
$34K - $37.5K
|
151K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
397+ 1.34% |
$34K - $37.5K
|
30.1K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
394+ 3.3% |
$33.7K - $37.2K
|
12.3K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
393+ 0.35% |
$33.6K - $37.1K
|
111K
$9.98M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
386+ 42.23% |
$33K - $36.4K
|
1.3K
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
357+ 0.06% |
$30.5K - $33.7K
|
618K
$55.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
355+ 2.91% |
$30.4K - $33.5K
|
12.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
352+ 2.81% |
$30.1K - $33.2K
|
12.9K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
350+ 8.22% |
$29.9K - $33K
|
4.61K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
350+ 1.56% |
$29.9K - $33K
|
22.7K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
343+ 35.25% |
$29.3K - $32.4K
|
1.32K
$118K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
343+ 11.99% |
$29.3K - $32.4K
|
3.2K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
342+ 7.32% |
$29.3K - $32.3K
|
5.02K
$449K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
342+ 9.53% |
$29.3K - $32.3K
|
3.93K
$352K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
335+ 1.68% |
$28.7K - $31.6K
|
20.3K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
328+ 0.76% |
$28.1K - $30.9K
|
43.4K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
319+ 12.17% |
$27.3K - $30.1K
|
2.94K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
317+ 0.81% |
$27.1K - $29.9K
|
39.5K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
311+ 1.28% |
$26.6K - $29.3K
|
24.6K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
310+ 0.45% |
$26.5K - $29.2K
|
69.3K
$6.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
306+ 3.3% |
$26.2K - $28.9K
|
9.58K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300+ 2.11% |
$25.7K - $28.3K
|
14.5K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300+ 9.73% |
$25.7K - $28.3K
|
3.38K
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
299+ 1.75% |
$25.6K - $28.2K
|
17.4K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
295+ 1.64% |
$25.2K - $27.8K
|
18.3K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
287+ 8.0% |
$24.6K - $27.1K
|
3.87K
$347K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
286+ 7.23% |
$24.5K - $27K
|
4.24K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
280+ 5.34% |
$24K - $26.4K
|
5.52K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
275+ 3.76% |
$23.5K - $25.9K
|
7.58K
$679K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
263+ 4.41% |
$22.5K - $24.8K
|
6.23K
$558K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
256+ 6.31% |
$21.9K - $24.2K
|
4.32K
$386K
|