Decision Point Financial, LLC Vanguard Specialized Funds Van Transaction History
Decision Point Financial, LLC
- $343 Million
- Q1 2025
A detailed history of Decision Point Financial, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Decision Point Financial, LLC holds 200,427 shares of VNQ stock, worth $17.6 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
200,427
Previous 188,435
6.36%
Holding current value
$17.6 Million
Previous $16.8 Million
8.11%
% of portfolio
5.3%
Previous 5.14%
Shares
10 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