Destination Wealth Management Vanguard Specialized Funds Van Transaction History
Destination Wealth Management
- $3.3 Billion
- Q2 2025
A detailed history of Destination Wealth Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Destination Wealth Management holds 28,873 shares of VNQ stock, worth $2.61 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
28,873
              Previous 25,685
              
        
           12.41%
        
      
          
        Holding current value
$2.61 Million
            Previous $2.33 Million
            
        
           10.58%
        
      
          
        % of portfolio
0.08%
            Previous 0.07%
          
        Shares
	  33 transactions
	
  Others Institutions Holding VNQ
# of Institutions
1,914Shares Held
252MCall Options Held
926KPut Options Held
1.38M- 
    
      Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
- 
    
      Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
- 
    
      Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio