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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.15% |
$83 - $99
|
668
$62.7K
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.1KNew |
$174K - $208K
|
2.1K
$197K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.48K+ 345.09% |
$123K - $146K
|
1.91K
$179K
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-499- 2.29% |
$41.4K - $49.4K
|
21.3K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
900+ 2368.42% |
$74.7K - $89.1K
|
938
$88.1K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
5.31KNew |
$441K - $526K
|
5.31K
$499K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
35New |
$2.9K - $3.46K
|
35
$3.29K
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-371- 14.95% |
$30.8K - $36.7K
|
2.11K
$198K
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
246KNew |
$20.4M - $24.4M
|
246K
$23.1M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.18KNew |
$181K - $215K
|
2.18K
$204K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-200- 22.42% |
$16.6K - $19.8K
|
692
$65K
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-33.6K- 20.7% |
$2.79M - $3.33M
|
129K
$12.1M
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3KNew |
$249K - $297K
|
3K
$282K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.31KNew |
$191K - $228K
|
2.31K
$216K
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-98- 2.29% |
$8.13K - $9.7K
|
4.19K
$393K
|
|
Nov 13, 2024
Q3 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-11K- 21.74% |
$913K - $1.09M
|
39.6K
$3.72M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-115- 23.71% |
$9.54K - $11.4K
|
370
$34.7K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.38KNew |
$529K - $632K
|
6.38K
$599K
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
784New |
$65K - $77.6K
|
784
$73.6K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
17+ 0.02% |
$1.41K - $1.68K
|
101K
$9.46M
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3K- 41.51% |
$249K - $297K
|
4.23K
$397K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
7.4K+ 13.83% |
$614K - $732K
|
60.9K
$5.72M
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
150New |
$12.4K - $14.8K
|
150
$14.1K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-101- 57.06% |
$8.38K - $10K
|
76
$7.14K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
29.6K+ 67.43% |
$2.46M - $2.93M
|
73.5K
$6.9M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
23.2KNew |
$1.93M - $2.3M
|
23.2K
$2.18M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-94- 0.18% |
$7.8K - $9.3K
|
51.3K
$4.82M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-305- 4.55% |
$25.3K - $30.2K
|
6.4K
$601K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.81K+ 5.46% |
$316K - $377K
|
73.5K
$6.91M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
32KNew |
$2.66M - $3.17M
|
32K
$3.01M
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
288+ 3.32% |
$23.9K - $28.5K
|
8.95K
$840K
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-98.7K- 3.7% |
$8.19M - $9.77M
|
2.57M
$242M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-16.7K- 98.4% |
$1.39M - $1.66M
|
272
$25.5K
|
|
Nov 12, 2024
Q3 2024
|
Trustees Of The Smith College
|
BUY
|
- |
2.98K+ 2.08% |
$247K - $295K
|
147K
$13.8M
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
19+ 0.04% |
$1.58K - $1.88K
|
43.1K
$4.05M
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-80- 2.47% |
$6.64K - $7.92K
|
3.16K
$297K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
152KNew |
$12.6M - $15M
|
152K
$14.2M
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
416+ 62.75% |
$34.5K - $41.2K
|
1.08K
$101K
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.11KNew |
$175K - $208K
|
2.11K
$198K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3.08K- 26.78% |
$255K - $305K
|
8.41K
$790K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.12KNew |
$259K - $309K
|
3.12K
$293K
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.63K- 5.54% |
$218K - $260K
|
44.8K
$4.21M
|
|
Nov 12, 2024
Q3 2024
|
Digital Bridge Group, Inc.
Boca Raton, FL |
SELL
|
PUT |
-10.8K- 66.26% |
$896K - $1.07M
|
5.5K
$516K
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
200+ 9.88% |
$16.6K - $19.8K
|
2.23K
$209K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.6K+ 178.88% |
$964K - $1.15M
|
18.1K
$1.7M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.12KNew |
$176K - $210K
|
2.12K
$199K
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-909- 29.45% |
$75.4K - $90K
|
2.18K
$205K
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.85K+ 2.4% |
$154K - $183K
|
78.8K
$7.4M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-20- 0.97% |
$1.66K - $1.98K
|
2.05K
$192K
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-387- 13.07% |
$32.1K - $38.3K
|
2.57K
$242K
|