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 08, 2019
Q1 2019
|
Hartford Financial Management Inc.
|
SELL
|
- |
-700Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-606Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.62KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-5.91KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-835Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2019
Q1 2019
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-540KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.42KClosed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Legacy Advisors, LLC
|
BUY
|
- |
954New |
N/A
|
954
$91.8K
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Qvr LLC
|
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$138K
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
7.16KNew |
N/A
|
7.16K
$689K
|
|
|
Feb 14, 2019
Q4 2018
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.86KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
135New |
N/A
|
135
$13K
|
|
|
Feb 13, 2019
Q4 2018
|
University Of Notre Dame Du Lac
South Bend, IN |
SELL
|
- |
-16.6KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-56Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-254- 25.92% |
N/A
|
726
$69.9K
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-509Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-574Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.97KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-6.36KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Harrington Investments, Inc
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-34Closed |
N/A
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Orca Investment Management, LLC
|
SELL
|
- |
-4.75KClosed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-90KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Close Asset Management LTD
|
SELL
|
- |
-610Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-607Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.65KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-40.2KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Monument Capital Management
|
SELL
|
- |
-2.15KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-4.22KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-268Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 06, 2023
Q3 2018
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15- 93.75% |
N/A
|
1
$96.2
|
|
|
Jan 29, 2020
Q3 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
900New |
N/A
|
900
$86.6K
|
|
|
Nov 14, 2018
Q3 2018
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.5KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.21KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-232Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Empyrean Capital Partners, LP
Los Angeles, CA |
SELL
|
- |
-50KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-4.32KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-1.24KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-207Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
PUT |
-3.05KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-560Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-947Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.05MClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.12KClosed |
N/A
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Bank Of The West
|
SELL
|
- |
-3.44KClosed |
N/A
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.71KClosed |
N/A
|
0
$0
|
|
|
Oct 23, 2018
Q3 2018
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-9.86KClosed |
N/A
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
Hudson Capital Management LLC
|
SELL
|
- |
-3.4KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Oct 29, 2018
Q2 2018
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|