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 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
3.46KNew |
$261K - $301K
|
3.46K
$310K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.46K+ 48.46% |
$261K - $300K
|
10.6K
$947K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.25KNew |
$245K - $283K
|
3.25K
$291K
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.87KNew |
$217K - $249K
|
2.87K
$257K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.75KNew |
$207K - $239K
|
2.75K
$246K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.73K+ 5.87% |
$131K - $150K
|
31.2K
$2.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.7KNew |
$128K - $148K
|
1.7K
$152K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.6K+ 5.9% |
$121K - $139K
|
28.8K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.51K+ 11.27% |
$114K - $131K
|
14.9K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.31K+ 3.56% |
$98.6K - $114K
|
38K
$3.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.08KNew |
$81.6K - $93.9K
|
1.08K
$96.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
946New |
$71.4K - $82.2K
|
946
$84.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
720+ 2.8% |
$54.3K - $62.6K
|
26.5K
$2.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
607+ 13.51% |
$45.8K - $52.7K
|
5.1K
$457K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
573New |
$43.2K - $49.8K
|
573
$51.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
426+ 9.74% |
$32.1K - $37K
|
4.8K
$430K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
360New |
$27.2K - $31.3K
|
360
$32.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
324+ 4.2% |
$24.4K - $28.2K
|
8.04K
$719K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
302+ 43.52% |
$22.8K - $26.2K
|
996
$89.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
235+ 4.35% |
$17.7K - $20.4K
|
5.64K
$505K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
222+ 2.46% |
$16.7K - $19.3K
|
9.25K
$828K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
118+ 2.14% |
$8.9K - $10.3K
|
5.63K
$504K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
109+ 1.94% |
$8.22K - $9.47K
|
5.71K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
104+ 3.71% |
$7.85K - $9.04K
|
2.91K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
72New |
$5.43K - $6.26K
|
72
$6.45K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
68+ 1.97% |
$5.13K - $5.91K
|
3.52K
$315K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
65New |
$4.9K - $5.65K
|
65
$5.82K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
31New |
$2.34K - $2.69K
|
31
$2.78K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 6.25% |
$754 - $869
|
170
$15.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 1.12% |
$226 - $261
|
270
$24.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.08% |
$151 - $174
|
2.65K
$237K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$151 - $174
|
2.65K
$237K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.07% |
$151 - $174
|
2.89K
$258K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.2% |
$75.4 - $86.9
|
84
$7.52K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1New |
$75.4 - $86.9
|
1
$89.5
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30.2KNew |
$2.37M - $2.54M
|
30.2K
$2.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
20.7K+ 4.33% |
$1.62M - $1.74M
|
498K
$44.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
20.7K+ 4.33% |
$1.62M - $1.74M
|
498K
$44.6M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
20.5K+ 71.61% |
$1.61M - $1.72M
|
49.2K
$4.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
20KNew |
$1.57M - $1.68M
|
20K
$1.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
16.8KNew |
$1.31M - $1.41M
|
16.8K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
14.8KNew |
$1.16M - $1.24M
|
14.8K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
11.5KNew |
$902K - $966K
|
11.5K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
4KNew |
$313K - $336K
|
4K
$358K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.82KNew |
$299K - $320K
|
3.82K
$342K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.8KNew |
$298K - $319K
|
3.8K
$340K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
3.6K+ 13.73% |
$282K - $302K
|
29.8K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.32KNew |
$260K - $279K
|
3.32K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.21KNew |
$252K - $270K
|
3.21K
$288K
|
|