Cornerstone Advisors Asset Management, Inc Vanguard Specialized Funds Van Transaction History

Cornerstone Advisors Asset Management, Inc

$452 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Nov 18, 2024	BUY	$82.58 - $89.12 $213,799 - $230,731	2,589 New	2,589 $224 Million
Q4 2023 Nov 19, 2024	BUY	$71.05 - $89.54 $182,456 - $229,938	2,568 New	2,568 $227 Million

Others Institutions Holding VNQ

# of Institutions

1,824

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.53 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.17 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.08 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.08 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$946 Million
0.08% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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