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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
114New |
$9.04K - $11.6K
|
114
$11.2K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
6.95K+ 41.1% |
$551K - $709K
|
23.8K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-14.8K- 3.79% |
$1.17M - $1.51M
|
375K
$36.9M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.89K- 3.97% |
$150K - $193K
|
45.8K
$4.51M
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.26KNew |
$99.6K - $128K
|
1.26K
$124K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.67K- 8.23% |
$212K - $273K
|
29.8K
$2.94M
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
48.5KNew |
$3.85M - $4.95M
|
48.5K
$4.78M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-463- 0.89% |
$36.7K - $47.3K
|
51.5K
$5.07M
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
116+ 1.39% |
$9.2K - $11.8K
|
8.46K
$834K
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
105KNew |
$8.29M - $10.7M
|
105K
$10.3M
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.48KNew |
$117K - $151K
|
1.48K
$146K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.12K+ 18.07% |
$168K - $217K
|
13.9K
$1.37M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1K+ 19.19% |
$79.6K - $103K
|
6.24K
$615K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-64- 16.93% |
$5.07K - $6.54K
|
314
$31K
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-19- 12.67% |
$1.51K - $1.94K
|
131
$12.9K
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.56K- 47.49% |
$282K - $363K
|
3.93K
$387K
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-554- 6.44% |
$43.9K - $56.6K
|
8.05K
$793K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-742- 64.35% |
$58.8K - $75.8K
|
411
$40.5K
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.54K+ 61.33% |
$122K - $157K
|
4.04K
$398K
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
21.2KNew |
$1.68M - $2.16M
|
21.2K
$2.09M
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
30+ 1.11% |
$2.38K - $3.06K
|
2.73K
$269K
|
|
Nov 03, 2022
Q3 2022
|
Schaeffer Financial LLC
|
SELL
|
- |
-11.8K- 18.97% |
$938K - $1.21M
|
50.6K
$4.99M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.26KNew |
$259K - $333K
|
3.26K
$322K
|
|
Nov 03, 2022
Q3 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
267KNew |
$21.1M - $27.2M
|
267K
$26.3M
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-40- 1.0% |
$3.17K - $4.09K
|
3.97K
$392K
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
71.9K+ 11.29% |
$5.7M - $7.34M
|
709K
$69.9M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
20K+ 32.13% |
$1.58M - $2.04M
|
82.1K
$8.09M
|
|
Nov 01, 2022
Q3 2022
|
Drystone LLC
|
BUY
|
- |
83+ 0.19% |
$6.58K - $8.48K
|
44.2K
$4.36M
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-995- 83.33% |
$78.9K - $102K
|
199
$19.6K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.96K+ 101.27% |
$235K - $302K
|
5.88K
$580K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
631+ 27.39% |
$50K - $64.4K
|
2.94K
$289K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
239+ 27.53% |
$18.9K - $24.4K
|
1.11K
$109K
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
194+ 11.69% |
$15.4K - $19.8K
|
1.85K
$183K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
72New |
$5.71K - $7.35K
|
72
$7.1K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.51KNew |
$437K - $563K
|
5.51K
$543K
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
259+ 9.28% |
$20.5K - $26.5K
|
3.05K
$301K
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.95K- 24.07% |
$234K - $302K
|
9.32K
$919K
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
41+ 1.14% |
$3.25K - $4.19K
|
3.63K
$358K
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-950- 25.56% |
$75.3K - $97K
|
2.77K
$273K
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
53.6KNew |
$4.25M - $5.47M
|
53.6K
$5.29M
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-113- 1.02% |
$8.96K - $11.5K
|
11K
$1.08M
|
|
Oct 24, 2022
Q3 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
6.3KNew |
$500K - $644K
|
6.3K
$621K
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-116- 3.76% |
$9.2K - $11.8K
|
2.97K
$293K
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$1.06M - $1.36M
|
13.3K
$1.31M
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
13.3KNew |
$1.06M - $1.36M
|
13.3K
$1.31M
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2- 8.7% |
$159 - $204
|
21
$2.07K
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
2.52KNew |
$200K - $257K
|
2.52K
$248K
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
230+ 9.96% |
$18.2K - $23.5K
|
2.54K
$250K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
414+ 1.43% |
$32.8K - $42.3K
|
29.4K
$2.89M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.4K+ 7.91% |
$190K - $245K
|
32.7K
$3.23M
|