Marotta Asset Management Vanguard Specialized Funds Van Transaction History
Marotta Asset Management
- $497 Million
- Q2 2025
A detailed history of Marotta Asset Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Marotta Asset Management holds 49,402 shares of VNQ stock, worth $4.53 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
49,402
Previous 54,248
8.93%
Holding current value
$4.53 Million
Previous $4.87 Million
10.17%
% of portfolio
0.88%
Previous 1.04%
Shares
22 transactions
Others Institutions Holding VNQ
# of Institutions
1,936Shares Held
234MCall Options Held
1.45MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.3 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.27 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.1 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$984 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$875 Million0.71% of portfolio