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 13, 2020
Q1 2020
|
Avitas Wealth Management LLC
|
SELL
|
- |
-5.38KClosed |
$306K - $536K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-20.2KClosed |
$1.15M - $2.01M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-112KClosed |
$6.35M - $11.1M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-34.3KClosed |
$1.95M - $3.41M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-11.4KClosed |
$647K - $1.13M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.9KClosed |
$222K - $389K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-920Closed |
$52.4K - $91.6K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-75Closed |
$4.27K - $7.47K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-35.1KClosed |
$2M - $3.49M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-8.37KClosed |
$476K - $834K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-23.9KClosed |
$1.36M - $2.38M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.18KClosed |
$124K - $217K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.14KClosed |
$179K - $312K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Wrapmanager Inc
|
SELL
|
- |
-5.88KClosed |
$335K - $585K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.23KClosed |
$70K - $122K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Cadinha & CO LLC
|
SELL
|
- |
-78KClosed |
$4.44M - $7.76M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Claybrook Capital, LLC
|
SELL
|
- |
-22.2KClosed |
$1.27M - $2.21M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.76KClosed |
$157K - $275K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-40KClosed |
$2.28M - $3.98M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-6.79KClosed |
$386K - $676K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.23KClosed |
$127K - $222K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-29.6KClosed |
$1.69M - $2.95M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-61.1KClosed |
$3.48M - $6.09M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-641Closed |
$36.5K - $63.8K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-3.61KClosed |
$205K - $359K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-503Closed |
$28.6K - $50.1K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-12KClosed |
$682K - $1.19M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-233Closed |
$13.3K - $23.2K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Ferguson Shapiro LLC
|
SELL
|
- |
-43KClosed |
$2.45M - $4.28M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-24.4KClosed |
$1.39M - $2.43M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Edge Wealth Management LLC
|
BUY
|
- |
5KNew |
$285K - $498K
|
5K
$448K
|
|
Apr 17, 2020
Q1 2020
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-37.8KClosed |
$2.15M - $3.77M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-3.13KClosed |
$178K - $312K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-61.1KClosed |
$3.48M - $6.08M
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Camden Capital, LLC
|
SELL
|
PUT |
-2KClosed |
$114K - $199K
|
0
$0
|
|
Apr 03, 2020
Q1 2020
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-54.5KClosed |
$3.1M - $5.42M
|
0
$0
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-170Closed |
$9.67K - $16.9K
|
0
$0
|
|
Q4 2019 | |||||||
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.6KNew |
$234K - $248K
|
2.6K
$233K
|
|
Feb 26, 2020
Q4 2019
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.22KClosed |
$200K - $212K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-5KClosed |
$451K - $476K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-51.5KClosed |
$4.65M - $4.91M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-8.4KClosed |
$757K - $800K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Hilton Capital Management, LLC
|
SELL
|
- |
-85Closed |
$7.66K - $8.1K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-3.09KClosed |
$278K - $294K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
University Of Texas
|
SELL
|
- |
-10.7KClosed |
$969K - $1.02M
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.17KClosed |
$195K - $207K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Shufro Rose & CO LLC
|
SELL
|
- |
-119Closed |
$10.7K - $11.3K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.77KClosed |
$430K - $455K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.2KClosed |
$198K - $210K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-2.72KClosed |
$249K - $254K
|
0
$0
|