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 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 1.31% |
$342 - $377
|
309
$27.7K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
4+ 0.12% |
$342 - $377
|
3.28K
$293K
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4+ 0.08% |
$342 - $377
|
4.83K
$432K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4+ 0.1% |
$342 - $377
|
3.86K
$345K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.11% |
$342 - $377
|
3.5K
$314K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.04% |
$342 - $377
|
9.51K
$851K
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
3New |
$257 - $283
|
3
$269
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$257 - $283
|
3
$269
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$257 - $283
|
16.3K
$1.46M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.53% |
$257 - $283
|
569
$50.9K
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2+ 0.91% |
$171 - $189
|
222
$19.9K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
2+ 0.04% |
$171 - $189
|
4.64K
$415K
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2+ 0.04% |
$171 - $189
|
5.51K
$493K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.61% |
$171 - $189
|
126
$11.3K
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
2+ 0.02% |
$171 - $189
|
10.4K
$934K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.67% |
$171 - $189
|
299
$26.8K
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.55% |
$171 - $189
|
364
$32.6K
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.83% |
$85.6 - $94.3
|
122
$10.9K
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$85.6 - $94.3
|
4.35K
$390K
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
1+ 0.02% |
$85.6 - $94.3
|
5.95K
$533K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.78% |
$85.6 - $94.3
|
37
$3.31K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$85.6 - $94.3
|
1
$89.5
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.02% |
$85.6 - $94.3
|
4.94K
$442K
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
1New |
$85.6 - $94.3
|
1
$89.5
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.05% |
$85.6 - $94.3
|
1.91K
$171K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.85% |
$85.6 - $94.3
|
118
$10.6K
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
1+ 0.04% |
$85.6 - $94.3
|
2.84K
$255K
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.0% |
$85.6 - $94.3
|
20.5K
$1.83M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.2% |
$85.6 - $94.3
|
501
$44.8K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 2.04% |
$85.6 - $94.3
|
50
$4.48K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
344K+ 84.43% |
$30.2M - $33.9M
|
751K
$67.3M
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
329K+ 168.57% |
$28.9M - $32.5M
|
525K
$47M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
79.1K+ 2147.62% |
$6.94M - $7.79M
|
82.7K
$7.41M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
64.6K+ 2862.18% |
$5.68M - $6.37M
|
66.9K
$5.99M
|
|
Feb 13, 2025
Q4 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
56.8K+ 58.8% |
$4.99M - $5.6M
|
153K
$13.7M
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
53.1KNew |
$4.67M - $5.24M
|
53.1K
$4.76M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
52K+ 381.45% |
$4.57M - $5.13M
|
65.6K
$5.87M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
51.8K+ 229.2% |
$4.55M - $5.11M
|
74.4K
$6.66M
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
29.9KNew |
$2.63M - $2.95M
|
29.9K
$2.68M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
28.4KNew |
$2.49M - $2.8M
|
28.4K
$2.54M
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
23.5K+ 69.49% |
$2.06M - $2.31M
|
57.2K
$5.12M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
22.1K+ 8.01% |
$1.94M - $2.18M
|
298K
$26.7M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.7KNew |
$1.38M - $1.55M
|
15.7K
$1.41M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.1KNew |
$1.33M - $1.49M
|
15.1K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
14.9K+ 52.44% |
$1.31M - $1.47M
|
43.4K
$3.89M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.6KNew |
$1.28M - $1.43M
|
14.6K
$1.3M
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
13.9KNew |
$1.22M - $1.37M
|
13.9K
$1.25M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
13.1KNew |
$1.15M - $1.29M
|
13.1K
$1.17M
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
13KNew |
$1.14M - $1.28M
|
13K
$1.16M
|