Forvis Wealth Advisors, LLC Vanguard Specialized Funds Van Put Options Transaction History

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VNQ

# of Institutions

1,912

Shares Held

251M

Call Options Held

1M

Put Options Held

1.41M

Empower Advisory Group, LLC Greenwood Village, CO

14.4M
Shares

$1.29 Billion
3.87% of portfolio
Proficio Capital Partners LLC Newton, MA

14M
Shares

$1.25 Billion
6.21% of portfolio
Creative Planning Overland Park, KS

13.7M
Shares

$1.22 Billion
1.05% of portfolio
Bank Of America Corp Charlotte, NC

10.2M
Shares

$906 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

10.1M
Shares

$901 Million
0.66% 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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.