3 Chopt Investment Partners, LLC Vanguard Specialized Funds Van Transaction History

3 Chopt Investment Partners, LLC

$291 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 May 24, 2023	BUY	$76.14 - $88.09 $12,030 - $13,918	158 New	158 $13 Million

Others Institutions Holding VNQ

# of Institutions

1,910

Shares Held

228M

Call Options Held

1.45M

Put Options Held

1.56M

Creative Planning Overland Park, KS

14.9M
Shares

$1.36 Billion
1.29% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$1.13 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$1.08 Billion
3.55% of portfolio
Bank Of America Corp Charlotte, NC

10.3M
Shares

$943 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.6M
Shares

$879 Million
0.07% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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