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 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
$294K
|
|
|
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
$161K
|
|
|
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
$256K
|
|
|
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
$43.2K
|
|
|
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
$8.23M
|
|
|
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
|
|
|
Feb 12, 2021
Q4 2020
|
Uss Investment Management LTD
|
SELL
|
- |
-117KClosed |
$8.88M - $10.1M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-4.2KClosed |
$320K - $364K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
2.73KNew |
$208K - $237K
|
2.73K
$253K
|
|
|
Feb 11, 2021
Q4 2020
|
Arcadia Investment Management Corp
|
SELL
|
- |
-775- 96.27% |
$59K - $67.2K
|
30
$2.78K
|
|
|
Feb 11, 2021
Q4 2020
|
Twin Capital Management Inc
|
SELL
|
- |
-20.9KClosed |
$1.59M - $1.81M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-271Closed |
$20.6K - $23.5K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-9.69KClosed |
$737K - $839K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cim, LLC
|
SELL
|
- |
-10KClosed |
$763K - $869K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Ams Capital Ltda
|
SELL
|
- |
-100KClosed |
$7.61M - $8.67M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-4.12KClosed |
$313K - $357K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-16Closed |
$1.22K - $1.39K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Capital Management Corp
|
SELL
|
- |
-2.65KClosed |
$202K - $230K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.65K- 99.51% |
$202K - $230K
|
13
$1.21K
|
|
|
Feb 02, 2021
Q4 2020
|
Wespac Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$805K - $917K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.75KClosed |
$209K - $238K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-31.3KClosed |
$2.38M - $2.71M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-27KClosed |
$2.06M - $2.34M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.45KClosed |
$262K - $299K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.8KClosed |
$213K - $243K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Wood Trust Financial Corp
|
SELL
|
- |
-3.11KClosed |
$236K - $269K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Pendal Group LTD
|
SELL
|
- |
-26KClosed |
$1.98M - $2.26M
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-259Closed |
$19.7K - $22.4K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.96KClosed |
$225K - $256K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
19KNew |
$1.44M - $1.65M
|
19K
$1.76M
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Ikarian Capital, LLC
Dallas, TX |
SELL
|
PUT |
-250KClosed |
$19.1M - $20.9M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-27.5KClosed |
$2.1M - $2.3M
|
0
$0
|
|