Note Advisors, LLC Vanguard Specialized Funds Van Transaction History
Note Advisors, LLC
- $121 Billion
- Q1 2025
A detailed history of Note Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Note Advisors, LLC holds 39,509 shares of VNQ stock, worth $3.53 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
39,509
Previous 36,883
7.12%
Holding current value
$3.53 Million
Previous $3.29 Billion
8.88%
% of portfolio
2.95%
Previous 2.91%
Shares
2 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$1.27 Billion1.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$1.24 Billion4.12% of portfolio
-
Morgan Stanley New York, NY12MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$958 Million0.08% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$852 Million0.71% of portfolio