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 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.36KNew |
$544K - $600K
|
6.36K
$569K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.33KNew |
$541K - $597K
|
6.33K
$566K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
6.09K+ 5.31% |
$521K - $575K
|
121K
$10.8M
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.99KNew |
$513K - $565K
|
5.99K
$536K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.97K+ 15.48% |
$510K - $563K
|
44.5K
$3.98M
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.76K+ 111.84% |
$493K - $543K
|
10.9K
$977K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.75K+ 26.58% |
$492K - $543K
|
27.4K
$2.45M
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
5.72K+ 7.46% |
$489K - $539K
|
82.4K
$7.37M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.59K+ 4.24% |
$479K - $528K
|
137K
$12.3M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.5K+ 4.0% |
$471K - $519K
|
143K
$12.8M
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.47K+ 6.54% |
$468K - $516K
|
89K
$7.97M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.43K+ 32.63% |
$465K - $513K
|
22.1K
$1.98M
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
5.4KNew |
$462K - $509K
|
5.4K
$483K
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
5.36K+ 7.5% |
$459K - $506K
|
76.8K
$6.87M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.33K+ 64.13% |
$456K - $503K
|
13.7K
$1.22M
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.31K+ 23.85% |
$454K - $501K
|
27.5K
$2.47M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
4.95K+ 13.63% |
$423K - $467K
|
41.3K
$3.69M
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.92K+ 6.45% |
$421K - $464K
|
81.2K
$7.27M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.86KNew |
$416K - $459K
|
4.86K
$435K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.83K+ 11.33% |
$413K - $455K
|
47.4K
$4.24M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.78K+ 4.28% |
$409K - $451K
|
117K
$10.4M
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.71K+ 203.63% |
$403K - $445K
|
7.03K
$629K
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.63K+ 8.55% |
$396K - $437K
|
58.7K
$5.26M
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
4.6K+ 7.35% |
$393K - $434K
|
67.1K
$6.01M
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.48K+ 4.97% |
$383K - $422K
|
94.5K
$8.46M
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
4.44K+ 1.19% |
$380K - $419K
|
378K
$33.9M
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
4.31K+ 5.34% |
$369K - $407K
|
85.1K
$7.61M
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4.28K+ 8.1% |
$366K - $404K
|
57.1K
$5.11M
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
4.11K+ 5.86% |
$352K - $388K
|
74.3K
$6.65M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.06K+ 6.74% |
$348K - $383K
|
64.3K
$5.76M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 7.09% |
$335K - $370K
|
59.2K
$5.3M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.91K+ 6.86% |
$334K - $369K
|
60.9K
$5.45M
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
3.87KNew |
$331K - $365K
|
3.87K
$346K
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.76K+ 2.56% |
$322K - $355K
|
151K
$13.5M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.76K+ 4.75% |
$322K - $355K
|
83K
$7.43M
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3.74K+ 9.07% |
$320K - $353K
|
45K
$4.02M
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.73K+ 3.16% |
$319K - $352K
|
122K
$10.9M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.72K+ 11.6% |
$318K - $351K
|
35.8K
$3.2M
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.72K+ 9.18% |
$318K - $351K
|
44.2K
$3.96M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.63KNew |
$311K - $343K
|
3.63K
$325K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.62K+ 49.87% |
$310K - $342K
|
10.9K
$975K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.58K+ 189.11% |
$306K - $337K
|
5.47K
$489K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.54K+ 3.37% |
$303K - $334K
|
109K
$9.72M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
3.49K+ 9.18% |
$298K - $329K
|
41.5K
$3.71M
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.48KNew |
$298K - $328K
|
3.48K
$312K
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.47K+ 9.97% |
$297K - $328K
|
38.3K
$3.43M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.45KNew |
$295K - $325K
|
3.45K
$309K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
3.44K+ 2.13% |
$294K - $324K
|
165K
$14.8M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.3KNew |
$282K - $311K
|
3.3K
$296K
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3.29K+ 5.04% |
$281K - $310K
|
68.5K
$6.13M
|