Cape Investment Advisory, Inc. Vanguard Specialized Funds Van Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
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 1,414 shares of VNQ stock, worth $126,425. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,414
Previous 1,414
-0.0%
Holding current value
$126,425
Previous $118 Million
16.31%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.02 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$892 Million0.08% of portfolio