Latest Institutional Transactions on Vanguard Specialized Funds Van (VNQ)
This table provides information on the latest institutional transactions involving Vanguard Specialized Funds Van (VNQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-274- 9.71% |
$21.3K - $25.7K
|
2.55K
$251K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 2.21% |
$233 - $281
|
139
$13.7K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
955New |
$74.1K - $89.5K
|
955
$94.2K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-53- 22.46% |
$4.11K - $4.97K
|
183
$18K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-12.9K- 99.92% |
$1M - $1.21M
|
10
$986
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 25.48% |
$117K - $141K
|
4.39K
$433K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
985New |
$76.4K - $92.3K
|
985
$97.1K
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-562- 17.17% |
$43.6K - $52.7K
|
2.71K
$267K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
2.45KNew |
$190K - $229K
|
2.45K
$241K
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-1.95K- 90.73% |
$151K - $182K
|
199
$19.6K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
974+ 1.51% |
$75.6K - $91.3K
|
65.4K
$6.45M
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-13.2K- 78.32% |
$1.03M - $1.24M
|
3.66K
$361K
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
7+ 0.19% |
$543 - $656
|
3.72K
$366K
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
6+ 0.23% |
$466 - $562
|
2.59K
$256K
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.07K+ 77.73% |
$82.9K - $100K
|
2.44K
$241K
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.48KNew |
$192K - $232K
|
2.48K
$244K
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-910- 83.87% |
$70.6K - $85.3K
|
175
$17.3K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
11.1KNew |
$860K - $1.04M
|
11.1K
$1.09M
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
189+ 3.7% |
$14.7K - $17.7K
|
5.29K
$522K
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
514+ 8.5% |
$39.9K - $48.2K
|
6.56K
$647K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-718- 5.3% |
$55.7K - $67.3K
|
12.8K
$1.26M
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-172- 1.49% |
$13.3K - $16.1K
|
11.3K
$1.12M
|
|
Q4 2022 | |||||||
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
21KNew |
$1.6M - $1.85M
|
21K
$2.07M
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$95.2K - $110K
|
1.25K
$123K
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.76KNew |
$134K - $155K
|
1.76K
$174K
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
158New |
$12K - $13.9K
|
158
$15.6K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
8.71KNew |
$663K - $767K
|
8.71K
$859K
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
9.27KNew |
$706K - $817K
|
9.27K
$914K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
663New |
$50.5K - $58.4K
|
663
$65.4K
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
742New |
$56.5K - $65.4K
|
742
$73.2K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
45New |
$3.43K - $3.96K
|
45
$4.44K
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-14.9K- 85.41% |
$1.13M - $1.31M
|
2.54K
$251K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
9.21KNew |
$702K - $812K
|
9.21K
$909K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-992- 28.95% |
$75.5K - $87.4K
|
2.44K
$240K
|
|
Feb 14, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.8K- 83.49% |
$1.89M - $2.19M
|
4.91K
$484K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-16.7K- 29.04% |
$1.27M - $1.47M
|
40.9K
$4.03M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2+ 1.06% |
$152 - $176
|
190
$18.7K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-132- 51.36% |
$10.1K - $11.6K
|
125
$12.3K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
2.9KNew |
$221K - $255K
|
2.9K
$286K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.83MNew |
$215M - $249M
|
2.83M
$279M
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-603Closed |
$45.9K - $53.1K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
300+ 11.32% |
$22.8K - $26.4K
|
2.95K
$291K
|
|
Feb 14, 2023
Q4 2022
|
One Fin Capital Management LP
San Francisco, CA |
BUY
|
- |
80K+ 133.33% |
$6.09M - $7.05M
|
140K
$13.8M
|
|
Feb 14, 2023
Q4 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
100KNew |
$7.61M - $8.81M
|
100K
$9.86M
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.45KNew |
$187K - $216K
|
2.45K
$242K
|
|
Feb 14, 2023
Q4 2022
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
- |
118KNew |
$8.98M - $10.4M
|
118K
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.48KNew |
$189K - $218K
|
2.48K
$244K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
54New |
$4.11K - $4.76K
|
54
$5.32K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-678K- 98.79% |
$51.7M - $59.8M
|
8.33K
$821K
|