Axos Invest Inc. Vanguard Specialized Funds Van Transaction History

Axos Invest Inc.

$146 Billion
Q3 2024

A detailed history of Axos Invest Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Axos Invest Inc. holds 27,853 shares of VNQ stock, worth $2.73 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

27,853

Holding current value

$2.73 Million

% of portfolio

1.86%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$82.97 - $98.97 $2.31 Million - $2.76 Million	27,853 New	27,853 $2.71 Billion

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.59 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.12 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.12 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$980 Million
0.08% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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