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 |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
2.3K+ 18.11% |
$189K - $214K
|
15K
$1.47M
|
|
May 17, 2021
Q1 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-3.86KClosed |
$317K - $359K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-158Closed |
$13K - $14.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Equitable Trust CO
|
SELL
|
- |
-7.26KClosed |
$595K - $675K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-26Closed |
$2.13K - $2.42K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10.9KClosed |
$894K - $1.01M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
PUT |
-50KClosed |
$4.1M - $4.65M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.36KNew |
$193K - $219K
|
2.36K
$231K
|
|
May 13, 2021
Q1 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-955Closed |
$78.3K - $88.8K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-176Closed |
$14.4K - $16.4K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-5.73KClosed |
$470K - $533K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.43KClosed |
$200K - $226K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-6.75KClosed |
$553K - $628K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Holistic Financial Partners
|
SELL
|
- |
-2.38KClosed |
$195K - $221K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-14.6KClosed |
$1.2M - $1.36M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-29.6KClosed |
$2.43M - $2.76M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-989Closed |
$81.1K - $92K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.77KClosed |
$391K - $444K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-104Closed |
$8.52K - $9.67K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
22.8KNew |
$1.87M - $2.12M
|
22.8K
$2.23M
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-3.02KClosed |
$248K - $281K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8Closed |
$656 - $744
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$82 - $93
|
2.92K
$286K
|
|
May 05, 2021
Q1 2021
|
Cadence Bank Na
|
BUY
|
- |
2.27KNew |
$186K - $211K
|
2.27K
$223K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-30Closed |
$2.46K - $2.79K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-906Closed |
$74.3K - $84.2K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-403Closed |
$33K - $37.5K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-674Closed |
$55.2K - $62.7K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-949Closed |
$77.8K - $88.2K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-250- 7.31% |
$20.5K - $23.2K
|
3.17K
$310K
|
|
Apr 26, 2021
Q1 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.85KClosed |
$234K - $265K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-5.1KClosed |
$418K - $474K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.5KClosed |
$369K - $419K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.7KClosed |
$303K - $344K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-28.7KClosed |
$2.35M - $2.67M
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.74KNew |
$143K - $162K
|
1.74K
$170K
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-450Closed |
$36.9K - $41.8K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-14.1KClosed |
$1.16M - $1.31M
|
0
$0
|
|
Q4 2020 | |||||||
Sep 10, 2024
Q4 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.47K- 70.09% |
$492K - $561K
|
2.76K
$271K
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
5.45K+ 87.78% |
$415K - $473K
|
11.7K
$1.14M
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-8.22KClosed |
$625K - $712K
|
0
$0
|
|
Mar 08, 2021
Q4 2020
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-4.43KClosed |
$337K - $384K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200Closed |
$15.2K - $17.3K
|
0
$0
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
466New |
$35.5K - $40.4K
|
466
$45.7K
|
|
Feb 17, 2021
Q4 2020
|
Imc Chicago, LLC
|
SELL
|
- |
-94.2KClosed |
$7.17M - $8.17M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
88.7KNew |
$6.75M - $7.69M
|
88.7K
$8.69M
|
|
Feb 16, 2021
Q4 2020
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
SELL
|
- |
-317KClosed |
$24.1M - $27.5M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.02KClosed |
$382K - $435K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.3KClosed |
$327K - $373K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-366KClosed |
$27.8M - $31.7M
|
0
$0
|