Old North State Wealth Management, LLC Vanguard Specialized Funds Van Call Options Transaction History

Old North State Wealth Management, LLC

$192 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VNQ

# of Institutions

1,910

Shares Held

251M

Call Options Held

926K

Put Options Held

1.38M

Empower Advisory Group, LLC Greenwood Village, CO

14.4M
Shares

$1.27 Billion
3.87% of portfolio
Proficio Capital Partners LLC Newton, MA

14M
Shares

$1.24 Billion
6.21% of portfolio
Creative Planning Overland Park, KS

13.7M
Shares

$1.21 Billion
1.05% of portfolio
Bank Of America Corp Charlotte, NC

10.2M
Shares

$897 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

10.1M
Shares

$891 Million
0.66% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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