Glassy Mountain Advisors, Inc. Vanguard Specialized Funds Van Transaction History

Glassy Mountain Advisors, Inc.

$284 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	BUY	$77.59 - $93.7 $5.43 Million - $6.56 Million	70,034 New	70,034 $5.82 Million

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

$1.59 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.12 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.12 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$980 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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