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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
73+ 0.56% |
$6.41K - $7.2K
|
13K
$1.22M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72+ 21.24% |
$6.33K - $7.1K
|
411
$38.6K
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
72+ 1.8% |
$6.33K - $7.1K
|
4.07K
$382K
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
68+ 2.48% |
$5.97K - $6.7K
|
2.81K
$264K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
67+ 1.29% |
$5.89K - $6.61K
|
5.24K
$492K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
65+ 1.79% |
$5.71K - $6.41K
|
3.7K
$348K
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
64+ 0.78% |
$5.62K - $6.31K
|
8.27K
$777K
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
64+ 1.82% |
$5.62K - $6.31K
|
3.59K
$337K
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
64+ 2.12% |
$5.62K - $6.31K
|
3.09K
$290K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
63+ 1.1% |
$5.53K - $6.21K
|
5.82K
$546K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
63+ 1.52% |
$5.53K - $6.21K
|
4.22K
$396K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
62+ 2.59% |
$5.45K - $6.11K
|
2.46K
$231K
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.47% |
$5.36K - $6.01K
|
4.22K
$396K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
60+ 2.61% |
$5.27K - $5.92K
|
2.36K
$221K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
60+ 3.91% |
$5.27K - $5.92K
|
1.59K
$150K
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
59+ 2.61% |
$5.18K - $5.82K
|
2.32K
$218K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
58+ 2.12% |
$5.1K - $5.72K
|
2.79K
$262K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
57New |
$5.01K - $5.62K
|
57
$5.35K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
57+ 0.66% |
$5.01K - $5.62K
|
8.64K
$811K
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
57+ 0.9% |
$5.01K - $5.62K
|
6.38K
$599K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
55+ 3.39% |
$4.83K - $5.42K
|
1.68K
$157K
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
55+ 0.11% |
$4.83K - $5.42K
|
51.9K
$4.87M
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
54+ 0.24% |
$4.74K - $5.32K
|
22.2K
$2.09M
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
53+ 0.41% |
$4.66K - $5.23K
|
13.1K
$1.23M
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
51+ 1.8% |
$4.48K - $5.03K
|
2.89K
$271K
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
50+ 0.28% |
$4.39K - $4.93K
|
17.7K
$1.66M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
50+ 0.33% |
$4.39K - $4.93K
|
15.2K
$1.42M
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$4.39K - $4.93K
|
50
$4.7K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
49New |
$4.3K - $4.83K
|
49
$4.6K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
49+ 0.11% |
$4.3K - $4.83K
|
44.8K
$4.2M
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
48+ 0.46% |
$4.22K - $4.73K
|
10.6K
$994K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
48+ 2.63% |
$4.22K - $4.73K
|
1.88K
$176K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
47+ 9.33% |
$4.13K - $4.63K
|
551
$51.7K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
46+ 1.78% |
$4.04K - $4.54K
|
2.63K
$247K
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
45+ 1.68% |
$3.95K - $4.44K
|
2.72K
$256K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
43+ 0.25% |
$3.78K - $4.24K
|
17K
$1.59M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
42+ 1.68% |
$3.69K - $4.14K
|
2.55K
$239K
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
40+ 0.88% |
$3.51K - $3.94K
|
4.61K
$433K
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
40+ 0.87% |
$3.51K - $3.94K
|
4.65K
$437K
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
38+ 1.46% |
$3.34K - $3.75K
|
2.64K
$247K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37+ 0.15% |
$3.25K - $3.65K
|
24.6K
$2.31M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
35+ 6.38% |
$3.07K - $3.45K
|
584
$54.8K
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
35+ 1.04% |
$3.07K - $3.45K
|
3.4K
$319K
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
35+ 0.14% |
$3.07K - $3.45K
|
24.4K
$2.29M
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
34New |
$2.99K - $3.35K
|
34
$3.19K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
34+ 1.5% |
$2.99K - $3.35K
|
2.3K
$216K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
33New |
$2.9K - $3.25K
|
33
$3.1K
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
31+ 1.15% |
$2.72K - $3.06K
|
2.74K
$257K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
30New |
$2.64K - $2.96K
|
30
$2.82K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.89% |
$2.64K - $2.96K
|
3.4K
$319K
|