Independence Asset Advisors, LLC Vanguard Specialized Funds Van Transaction History
Independence Asset Advisors, LLC
- $161 Billion
- Q2 2025
A detailed history of Independence Asset Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Independence Asset Advisors, LLC holds 30,549 shares of VNQ stock, worth $2.8 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
30,549
Previous 31,541
3.15%
Holding current value
$2.8 Million
Previous $2.86 Billion
4.73%
% of portfolio
1.69%
Previous 9.26%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,934Shares Held
234MCall Options Held
1.13MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.3 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.27 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$984 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$875 Million0.71% of portfolio