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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.37KNew |
$257K - $297K
|
3.37K
$302K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
772+ 8.75% |
$58.8K - $68K
|
9.6K
$860K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-1.9K- 12.64% |
$145K - $168K
|
13.2K
$1.18M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
3.28K+ 109.81% |
$250K - $289K
|
6.27K
$561K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
701New |
$53.4K - $61.8K
|
701
$62.8K
|
|
| Q3 2022 | |||||||
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-12K- 70.98% |
$952K - $1.23M
|
4.91K
$440K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16.5K- 2.21% |
$1.31M - $1.68M
|
729K
$65.3M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
21.7KNew |
$1.72M - $2.21M
|
21.7K
$1.94M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
225+ 21.45% |
$17.8K - $23K
|
1.27K
$114K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
139+ 0.67% |
$11K - $14.2K
|
20.9K
$1.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-21- 0.08% |
$1.66K - $2.14K
|
26.1K
$2.34M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$15.9K - $20.4K
|
200
$17.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
17.8K+ 80.71% |
$1.41M - $1.81M
|
39.8K
$3.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-213- 1.04% |
$16.9K - $21.8K
|
20.2K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-1.8K- 1.89% |
$143K - $184K
|
93.8K
$8.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.74KNew |
$218K - $280K
|
2.74K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-5.39K- 31.9% |
$427K - $551K
|
11.5K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.1% |
$317 - $409
|
3.91K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.09K+ 9900.0% |
$86.3K - $111K
|
1.1K
$98.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.1KClosed |
$801K - $1.03M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
572+ 0.7% |
$45.3K - $58.4K
|
82.5K
$7.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
497+ 3.84% |
$39.4K - $50.8K
|
13.4K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
749K+ 100.05% |
$59.4M - $76.5M
|
1.5M
$134M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
23+ 0.86% |
$1.82K - $2.35K
|
2.7K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
79.6K+ 748.31% |
$6.31M - $8.13M
|
90.3K
$8.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
239+ 225.47% |
$18.9K - $24.4K
|
345
$30.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-65- 0.16% |
$5.15K - $6.64K
|
41K
$3.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
110New |
$8.72K - $11.2K
|
110
$9.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-5.6K- 61.88% |
$444K - $572K
|
3.45K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
209+ 5225.0% |
$16.6K - $21.3K
|
213
$19.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-10.3KClosed |
$817K - $1.05M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
114New |
$9.04K - $11.6K
|
114
$10.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
6.95K+ 41.1% |
$551K - $709K
|
23.8K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-14.8K- 3.79% |
$1.17M - $1.51M
|
375K
$33.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.89K- 3.97% |
$150K - $193K
|
45.8K
$4.1M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.26KNew |
$99.6K - $128K
|
1.26K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.67K- 8.23% |
$212K - $273K
|
29.8K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
48.5KNew |
$3.85M - $4.95M
|
48.5K
$4.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-463- 0.89% |
$36.7K - $47.3K
|
51.5K
$4.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
116+ 1.39% |
$9.2K - $11.8K
|
8.46K
$758K
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
105KNew |
$8.29M - $10.7M
|
105K
$9.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.48KNew |
$117K - $151K
|
1.48K
$133K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.12K+ 18.07% |
$168K - $217K
|
13.9K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1K+ 19.19% |
$79.6K - $103K
|
6.24K
$559K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-64- 16.93% |
$5.07K - $6.54K
|
314
$28.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-19- 12.67% |
$1.51K - $1.94K
|
131
$11.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.56K- 47.49% |
$282K - $363K
|
3.93K
$352K
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-554- 6.44% |
$43.9K - $56.6K
|
8.05K
$721K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-742- 64.35% |
$58.8K - $75.8K
|
411
$36.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.54K+ 61.33% |
$122K - $157K
|
4.04K
$362K
|
|