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 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
432New |
$35.7K - $38.5K
|
432
$38.7K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
200New |
$16.5K - $17.8K
|
200
$17.9K
|
|
May 06, 2024
Q1 2024
|
Latigo Investments, LLC
|
BUY
|
- |
169+ 0.24% |
$14K - $15.1K
|
71K
$6.35M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
162+ 22.47% |
$13.4K - $14.4K
|
883
$79K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
143+ 2.86% |
$11.8K - $12.7K
|
5.14K
$460K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
135+ 30.0% |
$11.1K - $12K
|
585
$52.4K
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
126+ 5.54% |
$10.4K - $11.2K
|
2.4K
$215K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
118New |
$9.74K - $10.5K
|
118
$10.6K
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
112New |
$9.25K - $9.98K
|
112
$10K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
102New |
$8.42K - $9.09K
|
102
$9.13K
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
88+ 1.66% |
$7.27K - $7.84K
|
5.38K
$481K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
70New |
$5.78K - $6.24K
|
70
$6.27K
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.64% |
$1.24K - $1.34K
|
2.37K
$212K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12New |
$991 - $1.07K
|
12
$1.07K
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 0.99% |
$165 - $178
|
204
$18.3K
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2+ 0.02% |
$165 - $178
|
12K
$1.07M
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1+ 0.03% |
$82.6 - $89.1
|
3.36K
$301K
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.98MNew |
$140M - $177M
|
1.98M
$177M
|
|
Feb 14, 2024
Q4 2023
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
1.7MNew |
$121M - $152M
|
1.7M
$152M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
911KNew |
$64.8M - $81.6M
|
911K
$81.6M
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
90.9KNew |
$6.46M - $8.14M
|
90.9K
$8.14M
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
61.4KNew |
$4.36M - $5.5M
|
61.4K
$5.5M
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
39KNew |
$2.77M - $3.49M
|
39K
$3.49M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
34.8KNew |
$2.47M - $3.12M
|
34.8K
$3.12M
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
32.3KNew |
$2.3M - $2.9M
|
32.3K
$2.9M
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.8KNew |
$981K - $1.24M
|
13.8K
$1.24M
|
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
11.5KNew |
$817K - $1.03M
|
11.5K
$1.03M
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
10.9KNew |
$775K - $977K
|
10.9K
$977K
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
10.4KNew |
$738K - $930K
|
10.4K
$930K
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
CALL |
10KNew |
$711K - $895K
|
10K
$895K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
7.91KNew |
$562K - $708K
|
7.91K
$708K
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.07KNew |
$502K - $633K
|
7.07K
$633K
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
6.78KNew |
$482K - $607K
|
6.78K
$607K
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6.33KNew |
$450K - $567K
|
6.33K
$567K
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
6KNew |
$426K - $537K
|
6K
$537K
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.99KNew |
$425K - $536K
|
5.99K
$536K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
5.34K+ 8.08% |
$379K - $478K
|
71.4K
$6.39M
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.29KNew |
$376K - $473K
|
5.29K
$473K
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
5.12KNew |
$364K - $458K
|
5.12K
$458K
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
5.01KNew |
$356K - $449K
|
5.01K
$449K
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
4.08KNew |
$290K - $366K
|
4.08K
$366K
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.86KNew |
$274K - $346K
|
3.86K
$346K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.76KNew |
$267K - $337K
|
3.76K
$337K
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$264K - $332K
|
3.71K
$332K
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.69KNew |
$262K - $330K
|
3.69K
$330K
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.49KNew |
$248K - $313K
|
3.49K
$313K
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.45KNew |
$245K - $309K
|
3.45K
$309K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.2KNew |
$228K - $287K
|
3.2K
$287K
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$183K - $230K
|
2.57K
$230K
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.57KNew |
$182K - $230K
|
2.57K
$230K
|