Diversify Advisory Services, LLC Vanguard Specialized Funds Van Transaction History
Diversify Advisory Services, LLC
- $2.61 Trillion
- Q2 2025
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 9,469 shares of VNQ stock, worth $845,865. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,469
Previous 6,535
44.9%
Holding current value
$845,865
Previous $575 Million
46.45%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding VNQ
# of Institutions
1,920Shares Held
252MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.29 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.26 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.22 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$909 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$903 Million0.66% of portfolio