Narus Financial Partners, LLC Vanguard Specialized Funds Van Transaction History

Narus Financial Partners, LLC

$279 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	SELL	$75.44 - $86.89 $45,641 - $52,568	-605 Reduced 6.07%	9,369 $709 Million
Q2 2023 Aug 30, 2023	SELL	$78.4 - $83.98 $98,940 - $105,982	-1,262 Reduced 11.23%	9,974 $833 Million
Q1 2023 Jun 27, 2023	BUY	$77.59 - $93.7 $871,801 - $1.05 Million	11,236 New	11,236 $933 Million
Q4 2022 Oct 12, 2023	BUY	$76.14 - $88.09 $217,531 - $251,673	2,857 Added 36.41%	10,703 $883 Million
Q3 2022 Oct 12, 2023	SELL	$79.28 - $102.13 $168,707 - $217,332	-2,128 Reduced 21.34%	7,846 $629 Million
Q2 2022 Oct 12, 2023	SELL	$87.04 - $112.5 $206,720 - $267,187	-2,375 Reduced 23.81%	7,599 $692 Million
Q1 2021 Mar 07, 2024	BUY	$81.97 - $92.98 $182,793 - $207,345	2,230 New	2,230 $205 Million
Q4 2019 May 14, 2024	BUY	$90.14 - $95.25 $234,273 - $247,554	2,599 New	2,599 $241 Million

Others Institutions Holding VNQ

# of Institutions

1,751

Shares Held

241M

Call Options Held

1.33M

Put Options Held

1.1M

Creative Planning Overland Park, KS

16.2M
Shares

$1.54 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.14 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.3M
Shares

$1.08 Billion
3.52% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$1.02 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.72M
Shares

$926 Million
0.07% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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