Family Firm, Inc. Vanguard Specialized Funds Van Transaction History
Family Firm, Inc.
- $431 Million
- Q2 2025
A detailed history of Family Firm, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Family Firm, Inc. holds 67,538 shares of VNQ stock, worth $6.01 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
67,538
Previous 68,892
1.97%
Holding current value
$6.01 Million
Previous $6.24 Million
3.58%
% of portfolio
1.39%
Previous 1.4%
Shares
33 transactions
Others Institutions Holding VNQ
# of Institutions
1,918Shares Held
248MCall Options Held
1.05MPut Options Held
1.22M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.29 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.25 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.22 Billion1.05% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$956 Million0.08% of portfolio