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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
9.21KNew |
$702K - $812K
|
9.21K
$844K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-992- 28.95% |
$75.5K - $87.4K
|
2.44K
$223K
|
|
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
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-16.7K- 29.04% |
$1.27M - $1.47M
|
40.9K
$3.74M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2+ 1.06% |
$152 - $176
|
190
$17.4K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-132- 51.36% |
$10.1K - $11.6K
|
125
$11.5K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
2.9KNew |
$221K - $255K
|
2.9K
$266K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.83MNew |
$215M - $249M
|
2.83M
$259M
|
|
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
$270K
|
|
Feb 14, 2023
Q4 2022
|
One Fin Capital Management LP
San Francisco, CA |
BUY
|
- |
80K+ 133.33% |
$6.09M - $7.05M
|
140K
$12.8M
|
|
Feb 14, 2023
Q4 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
100KNew |
$7.61M - $8.81M
|
100K
$9.16M
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.45KNew |
$187K - $216K
|
2.45K
$225K
|
|
Feb 14, 2023
Q4 2022
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
- |
118KNew |
$8.98M - $10.4M
|
118K
$10.8M
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.48KNew |
$189K - $218K
|
2.48K
$227K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
54New |
$4.11K - $4.76K
|
54
$4.95K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-678K- 98.79% |
$51.7M - $59.8M
|
8.33K
$763K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
921K+ 11.85% |
$70.1M - $81.1M
|
8.69M
$797M
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-155- 44.8% |
$11.8K - $13.7K
|
191
$17.5K
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$76.1 - $88.1
|
3.26K
$298K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-313- 8.0% |
$23.8K - $27.6K
|
3.6K
$330K
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.15K- 29.22% |
$87.2K - $101K
|
2.77K
$254K
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.5KNew |
$190K - $220K
|
2.5K
$229K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
277+ 5.92% |
$21.1K - $24.4K
|
4.95K
$454K
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-325- 10.13% |
$24.7K - $28.6K
|
2.88K
$264K
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-94.2K- 23.93% |
$7.17M - $8.3M
|
299K
$27.4M
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
226KNew |
$17.2M - $20M
|
226K
$20.8M
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.48KNew |
$188K - $218K
|
2.48K
$227K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5New |
$381 - $440
|
5
$458
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.38KNew |
$333K - $385K
|
4.38K
$401K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10.2K- 20.05% |
$779K - $901K
|
40.8K
$3.74M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-12- 23.08% |
$914 - $1.06K
|
40
$3.67K
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.65KNew |
$354K - $409K
|
4.65K
$426K
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-2.04K- 10.75% |
$156K - $180K
|
17K
$1.55M
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-600- 90.77% |
$45.7K - $52.9K
|
61
$5.59K
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
5KNew |
$381K - $441K
|
5K
$458K
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.71KNew |
$207K - $239K
|
2.71K
$249K
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-130- 50.0% |
$9.9K - $11.5K
|
130
$11.9K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-7- 0.35% |
$533 - $617
|
1.97K
$180K
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3New |
$228 - $264
|
3
$275
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
16.7KNew |
$1.27M - $1.47M
|
16.7K
$1.53M
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-912- 2.67% |
$69.4K - $80.3K
|
33.2K
$3.05M
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
157+ 2.69% |
$12K - $13.8K
|
6K
$549K
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.71KNew |
$206K - $239K
|
2.71K
$248K
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
100New |
$7.61K - $8.81K
|
100
$9.16K
|
|
Feb 06, 2023
Q4 2022
|
Rainwater Charitable Foundation
|
SELL
|
- |
-37.1K- 35.14% |
$2.82M - $3.27M
|
68.4K
$6.27M
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
506New |
$38.5K - $44.6K
|
506
$46.4K
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.85KNew |
$445K - $515K
|
5.85K
$536K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
41New |
$3.12K - $3.61K
|
41
$3.76K
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.58K- 47.66% |
$196K - $227K
|
2.83K
$259K
|