Mason Investment Advisory Services, Inc. Vanguard Specialized Funds Van Transaction History
Mason Investment Advisory Services, Inc.
- $1.83 Trillion
- Q2 2025
A detailed history of Mason Investment Advisory Services, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 7,614 shares of VNQ stock, worth $687,087. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,614
Previous 7,298
4.33%
Holding current value
$687,087
Previous $661 Million
2.62%
% of portfolio
0.04%
Previous 0.04%
Shares
23 transactions
Others Institutions Holding VNQ
# of Institutions
1,928Shares Held
233MCall Options Held
1.13MPut Options Held
1.28M-
Creative Planning Overland Park, KS14.2MShares$1.28 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.25 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$968 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$861 Million0.71% of portfolio