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 $6.12 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
67,538
Previous 68,892
1.97%
Holding current value
$6.12 Million
Previous $6.24 Million
3.58%
% of portfolio
1.39%
Previous 1.4%
Shares
33 transactions
Others Institutions Holding VNQ
# of Institutions
1,909Shares Held
251MCall 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