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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
PUT |
7.3KNew |
$683K - $770K
|
7.3K
$678K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-167Closed |
$15.6K - $17.6K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1KNew |
$93.5K - $106K
|
1K
$92.8K
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.45KClosed |
$135K - $153K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2Closed |
$187 - $211
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-74Closed |
$6.92K - $7.81K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-44Closed |
$4.12K - $4.64K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.08KClosed |
$382K - $431K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-115Closed |
$10.8K - $12.1K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Exane Derivatives
|
SELL
|
- |
-1.32KClosed |
$123K - $139K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-25.1KClosed |
$2.35M - $2.65M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3Closed |
$281 - $317
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.7KClosed |
$346K - $390K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.25KClosed |
$117K - $132K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
27.4KNew |
$2.56M - $2.89M
|
27.4K
$2.54M
|
|
|
Jul 21, 2021
Q2 2021
|
Nat West Group PLC
|
SELL
|
- |
-2.9KClosed |
$271K - $306K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-584Closed |
$54.6K - $61.6K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
PUT |
3KNew |
$281K - $317K
|
3K
$278K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
94New |
$8.79K - $9.92K
|
94
$8.72K
|
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.24KClosed |
$210K - $236K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.62KClosed |
$245K - $277K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-111Closed |
$10.4K - $11.7K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-93.1KClosed |
$8.71M - $9.83M
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1.4KNew |
$131K - $147K
|
1.4K
$130K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-370Closed |
$30.3K - $34.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-5.49KClosed |
$450K - $510K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
2.3K+ 18.11% |
$189K - $214K
|
15K
$1.39M
|
|
|
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
$219K
|
|
|
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
$2.12M
|
|
|
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
$271K
|
|
|
May 05, 2021
Q1 2021
|
Cadence Bank Na
|
BUY
|
- |
2.27KNew |
$186K - $211K
|
2.27K
$211K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-30Closed |
$2.46K - $2.79K
|
0
$0
|
|