Cape Investment Advisory, Inc. Vanguard Specialized Funds Van Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,170 shares of VNQ stock, worth $190,981. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,170
Previous 2,164
0.28%
Holding current value
$190,981
Previous $193 Million
1.94%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,932Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.25 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.22 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.05 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$944 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$840 Million0.71% of portfolio