Monument Group Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Monument Group Wealth Advisors, LLC

$166 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	BUY	$71.05 - $89.54 $290,097 - $365,591	4,083 New	4,083 $361 Million

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

241M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.43 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.09 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.01 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.01 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$886 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.