Dakota Wealth Management Vanguard Specialized Funds Van Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dakota Wealth Management holds 22,459 shares of VNQ stock, worth $2.06 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,459
Previous 43,005
47.78%
Holding current value
$2.06 Million
Previous $3.89 Million
48.63%
% of portfolio
0.04%
Previous 0.09%
Shares
32 transactions
Others Institutions Holding VNQ
# of Institutions
1,934Shares Held
234MCall Options Held
1.13MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.3 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.27 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$984 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$875 Million0.71% of portfolio