Fwl Investment Management, LLC Vanguard Specialized Funds Van Transaction History

Fwl Investment Management, LLC

$273 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$82.97 - $98.97 $15,598 - $18,606	188 New	188 $18,000
Q3 2022 Nov 14, 2022	BUY	$79.28 - $102.13 $0 - $0	0 New	0 $0

Others Institutions Holding VNQ

# of Institutions

1,918

Shares Held

227M

Call Options Held

1.45M

Put Options Held

1.56M

Creative Planning Overland Park, KS

14.9M
Shares

$1.34 Billion
1.29% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$1.12 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$1.06 Billion
3.55% of portfolio
Bank Of America Corp Charlotte, NC

10.3M
Shares

$929 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.6M
Shares

$866 Million
0.07% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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