Mattern Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Mattern Wealth Management LLC
- $456 Million
- Q3 2025
Shares
	  5 transactions
	
  Others Institutions Holding VNQ
# of Institutions
1,914Shares Held
252MCall Options Held
926KPut Options Held
1.38M- 
    
      Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
- 
    
      Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
- 
    
      Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio