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 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
12.6KNew |
$1.11M - $1.24M
|
12.6K
$1.13M
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
11.9KNew |
$1.05M - $1.18M
|
11.9K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
11.8KNew |
$1.04M - $1.17M
|
11.8K
$1.06M
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 3.9% |
$930K - $1.04M
|
282K
$25.3M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
9.92KNew |
$872K - $979K
|
9.92K
$888K
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$682K - $765K
|
7.76K
$695K
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
6.29KNew |
$553K - $620K
|
6.29K
$563K
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.23KNew |
$547K - $614K
|
6.23K
$558K
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5.85KNew |
$514K - $577K
|
5.85K
$524K
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
5.79KNew |
$509K - $571K
|
5.79K
$518K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.53K+ 267.63% |
$486K - $545K
|
7.6K
$680K
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
5.52KNew |
$485K - $544K
|
5.52K
$494K
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
5.06KNew |
$445K - $499K
|
5.06K
$453K
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.86KNew |
$427K - $479K
|
4.86K
$435K
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
4.6KNew |
$404K - $454K
|
4.6K
$412K
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
4.34KNew |
$381K - $427K
|
4.34K
$388K
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
4.18K+ 3.81% |
$368K - $413K
|
114K
$10.2M
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
4.16KNew |
$366K - $411K
|
4.16K
$373K
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$363K - $408K
|
4.13K
$370K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.51K+ 1432.24% |
$308K - $346K
|
3.75K
$336K
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
3.26KNew |
$286K - $321K
|
3.26K
$292K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.24KNew |
$285K - $320K
|
3.24K
$290K
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3K+ 351.11% |
$264K - $296K
|
3.86K
$345K
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3KNew |
$264K - $296K
|
3K
$269K
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2.97KNew |
$261K - $292K
|
2.97K
$266K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.93KNew |
$258K - $289K
|
2.93K
$263K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2.9KNew |
$254K - $285K
|
2.9K
$259K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.64KNew |
$232K - $260K
|
2.64K
$236K
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.6KNew |
$228K - $256K
|
2.6K
$233K
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.6KNew |
$228K - $256K
|
2.6K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.46KNew |
$216K - $242K
|
2.46K
$220K
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
2.37KNew |
$208K - $233K
|
2.37K
$212K
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
2.34KNew |
$205K - $230K
|
2.34K
$209K
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.26KNew |
$199K - $223K
|
2.26K
$203K
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.24K+ 3.62% |
$197K - $221K
|
64.1K
$5.74M
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.2KNew |
$193K - $217K
|
2.2K
$197K
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.18K+ 8.16% |
$191K - $214K
|
28.8K
$2.58M
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.58K+ 4.61% |
$139K - $156K
|
35.8K
$3.2M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.5KNew |
$132K - $148K
|
1.5K
$134K
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.37K+ 19.15% |
$120K - $135K
|
8.5K
$761K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.27K+ 2.71% |
$112K - $125K
|
48.2K
$4.32M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.26KNew |
$111K - $124K
|
1.26K
$113K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$98.9K - $111K
|
1.13K
$101K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.12KNew |
$98K - $110K
|
1.12K
$99.9K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.06K+ 16.79% |
$92.9K - $104K
|
7.36K
$659K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.05KNew |
$92.5K - $104K
|
1.05K
$94.3K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
994+ 3.37% |
$87.3K - $98K
|
30.5K
$2.73M
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
960New |
$84.3K - $94.7K
|
960
$85.9K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
676New |
$59.4K - $66.7K
|
676
$60.5K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
600New |
$52.7K - $59.2K
|
600
$53.7K
|