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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.85K+ 2.4% |
$154K - $183K
|
78.8K
$7.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.48K+ 345.09% |
$123K - $146K
|
1.91K
$179K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$108K - $129K
|
1.3K
$122K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.27KNew |
$105K - $125K
|
1.27K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.21K+ 109.94% |
$100K - $119K
|
2.3K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.19K+ 83.7% |
$98.8K - $118K
|
2.61K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1KNew |
$83K - $99K
|
1K
$93.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1K+ 22.22% |
$83K - $99K
|
5.5K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
900+ 2368.42% |
$74.7K - $89.1K
|
938
$88.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
784New |
$65K - $77.6K
|
784
$73.6K
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
665+ 0.43% |
$55.2K - $65.8K
|
154K
$14.4M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
620+ 23.86% |
$51.4K - $61.4K
|
3.22K
$302K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
600New |
$49.8K - $59.4K
|
600
$56.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
598New |
$49.6K - $59.2K
|
598
$56.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
569New |
$47.2K - $56.3K
|
569
$53.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
553New |
$45.9K - $54.7K
|
553
$51.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
431+ 10.75% |
$35.8K - $42.7K
|
4.44K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
416+ 62.75% |
$34.5K - $41.2K
|
1.08K
$101K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
374New |
$31K - $37K
|
374
$35.1K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
314+ 0.38% |
$26.1K - $31.1K
|
82.3K
$7.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
313+ 1.2% |
$26K - $31K
|
26.3K
$2.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
300+ 8.81% |
$24.9K - $29.7K
|
3.71K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
288+ 3.32% |
$23.9K - $28.5K
|
8.95K
$840K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
250+ 5.2% |
$20.7K - $24.7K
|
5.06K
$475K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
202+ 17.91% |
$16.8K - $20K
|
1.33K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
200+ 9.88% |
$16.6K - $19.8K
|
2.23K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
188New |
$15.6K - $18.6K
|
188
$17.7K
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
167+ 0.59% |
$13.9K - $16.5K
|
28.3K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
163+ 1.28% |
$13.5K - $16.1K
|
12.9K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
157+ 21.48% |
$13K - $15.5K
|
888
$83.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
150New |
$12.4K - $14.8K
|
150
$14.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
150New |
$12.4K - $14.8K
|
150
$14.1K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
136+ 251.85% |
$11.3K - $13.5K
|
190
$17.8K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
133New |
$11K - $13.2K
|
133
$12.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
125+ 5.15% |
$10.4K - $12.4K
|
2.55K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
122+ 2.78% |
$10.1K - $12.1K
|
4.51K
$424K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
117New |
$9.71K - $11.6K
|
117
$11K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
114New |
$9.46K - $11.3K
|
114
$10.7K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
114New |
$9.46K - $11.3K
|
114
$10.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
110+ 3.98% |
$9.13K - $10.9K
|
2.88K
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
95New |
$7.88K - $9.4K
|
95
$8.92K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
88+ 2.65% |
$7.3K - $8.71K
|
3.41K
$321K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
85+ 3.36% |
$7.05K - $8.41K
|
2.61K
$245K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
80+ 216.22% |
$6.64K - $7.92K
|
117
$11K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
79+ 58.09% |
$6.55K - $7.82K
|
215
$20.2K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
77+ 2.35% |
$6.39K - $7.62K
|
3.35K
$315K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
40+ 5.77% |
$3.32K - $3.96K
|
733
$68.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
36+ 1.22% |
$2.99K - $3.56K
|
3K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
35New |
$2.9K - $3.46K
|
35
$3.29K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
28+ 1.31% |
$2.32K - $2.77K
|
2.17K
$203K
|