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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.04K+ 11.88% |
$252K - $301K
|
28.6K
$2.56M
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3KNew |
$249K - $297K
|
3K
$269K
|
|
Nov 12, 2024
Q3 2024
|
Trustees Of The Smith College
|
BUY
|
- |
2.98K+ 2.08% |
$247K - $295K
|
147K
$13.1M
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.97KNew |
$247K - $294K
|
2.97K
$266K
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.74KNew |
$227K - $271K
|
2.74K
$245K
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.69KNew |
$223K - $266K
|
2.69K
$241K
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.53KNew |
$210K - $251K
|
2.53K
$227K
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.5KNew |
$207K - $247K
|
2.5K
$224K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.41KNew |
$200K - $238K
|
2.41K
$215K
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.33KNew |
$193K - $231K
|
2.33K
$209K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.31KNew |
$191K - $228K
|
2.31K
$206K
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.29KNew |
$190K - $226K
|
2.29K
$205K
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
2.28KNew |
$189K - $226K
|
2.28K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.24KNew |
$186K - $221K
|
2.24K
$200K
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
2.21KNew |
$183K - $218K
|
2.21K
$197K
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.18KNew |
$181K - $215K
|
2.18K
$195K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.13KNew |
$177K - $211K
|
2.13K
$191K
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.13KNew |
$177K - $211K
|
2.13K
$191K
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.12KNew |
$176K - $210K
|
2.12K
$190K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.12KNew |
$176K - $210K
|
2.12K
$190K
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.11KNew |
$175K - $209K
|
2.11K
$189K
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.11KNew |
$175K - $208K
|
2.11K
$188K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.1KNew |
$174K - $208K
|
2.1K
$188K
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.1KNew |
$174K - $208K
|
2.1K
$188K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$184K
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$184K
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.06KNew |
$171K - $204K
|
2.06K
$184K
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.85K+ 2.4% |
$154K - $183K
|
78.8K
$7.06M
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.48K+ 345.09% |
$123K - $146K
|
1.91K
$171K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$108K - $129K
|
1.3K
$116K
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.27KNew |
$105K - $125K
|
1.27K
$113K
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.21K+ 109.94% |
$100K - $119K
|
2.3K
$206K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
900+ 2368.42% |
$74.7K - $89.1K
|
938
$84K
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
620+ 23.86% |
$51.4K - $61.4K
|
3.22K
$288K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
598New |
$49.6K - $59.2K
|
598
$53.5K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
569New |
$47.2K - $56.3K
|
569
$50.9K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
553New |
$45.9K - $54.7K
|
553
$49.5K
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
416+ 62.75% |
$34.5K - $41.2K
|
1.08K
$96.6K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
374New |
$31K - $37K
|
374
$33.5K
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
288+ 3.32% |
$23.9K - $28.5K
|
8.95K
$801K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
250+ 5.2% |
$20.7K - $24.7K
|
5.06K
$453K
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
202+ 17.91% |
$16.8K - $20K
|
1.33K
$119K
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
200+ 9.88% |
$16.6K - $19.8K
|
2.23K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
188New |
$15.6K - $18.6K
|
188
$16.8K
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
167+ 0.59% |
$13.9K - $16.5K
|
28.3K
$2.54M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
150New |
$12.4K - $14.8K
|
150
$13.4K
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
136+ 0.97% |
$11.3K - $13.5K
|
14.2K
$1.27M
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
133New |
$11K - $13.2K
|
133
$11.9K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
122+ 2.78% |
$10.1K - $12.1K
|
4.51K
$404K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
117New |
$9.71K - $11.6K
|
117
$10.5K
|