Note Advisors, LLC Vanguard Specialized Funds Van Transaction History
Note Advisors, LLC
- $145 Billion
- Q2 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 43,933 shares of VNQ stock, worth $3.92 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
43,933
Previous 39,509
11.2%
Holding current value
$3.92 Million
Previous $3.58 Billion
9.38%
% of portfolio
2.71%
Previous 2.95%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,920Shares Held
252MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.29 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.26 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.22 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$909 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$903 Million0.66% of portfolio