Everett Harris & CO Vanguard Specialized Funds Van Transaction History

Everett Harris & CO

$8 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$87.04 - $112.5 $171,033 - $221,062	-1,965 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$102.53 - $116.01 $201,471 - $227,959	1,965 New	1,965 $228,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

241M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.44 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.1 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.02 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.01 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$889 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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