Monument Group Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Monument Group Wealth Advisors, LLC

$149 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	BUY	$71.05 - $89.54 $290,097 - $365,591	4,083 New	4,083 $361 Million

Others Institutions Holding VNQ

# of Institutions

1,729

Shares Held

238M

Call Options Held

1.33M

Put Options Held

1.1M

Creative Planning Overland Park, KS

17.4M
Shares

$1.65 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.14 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.3M
Shares

$1.07 Billion
3.52% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$1.02 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.72M
Shares

$923 Million
0.07% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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