Formula Growth LTD Vanguard Specialized Funds Van Transaction History

Formula Growth LTD

$273 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$93.53 - $105.5 $168,354 - $189,900	-1,800 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$81.97 - $92.98 $147,546 - $167,364	1,800 New	1,800 $165,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.52 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.16 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.08 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.07 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$941 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Formula Growth LTD, based on Form 13F filings with the SEC.

News

Stay updated on Formula Growth LTD with notifications on news.