Logan Capital Management Inc Vanguard Specialized Funds Van Transaction History

Logan Capital Management Inc

$2.24 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$82.58 - $89.12 $165 - $178	2 Added 0.99%	204 $17,000
Q4 2023 Feb 14, 2024	BUY	$71.05 - $89.54 $14,352 - $18,087	202 New	202 $17,000

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

$1.55 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.18 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.1 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.09 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$960 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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