One Charles Private Wealth Services, LLC Vanguard Specialized Funds Van Transaction History

One Charles Private Wealth Services, LLC

$226 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 20, 2020	SELL	N/A	-3,051 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	N/A	3,051 New	3,051 $252,000

Others Institutions Holding VNQ

# of Institutions

1,751

Shares Held

246M

Call Options Held

2.87M

Put Options Held

2.64M

Creative Planning Overland Park, KS

17.8M
Shares

$1.48 Billion
1.71% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$1.03 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.3M
Shares

$942 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

10.7M
Shares

$893 Million
3.47% of portfolio
Jpmorgan Chase & CO New York, NY

10.4M
Shares

$870 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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