Phoenix Holdings Ltd. Vanguard Specialized Funds Van Transaction History

Phoenix Holdings Ltd.

$7.93 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$85.55 - $94.34 $11,292 - $12,452	132 Added 4.68%	2,951 $267,000
Q4 2024 Feb 13, 2025	BUY	$87.85 - $98.6 $247,649 - $277,953	2,819 New	2,819 $251,000

Others Institutions Holding VNQ

# of Institutions

1,924

Shares Held

240M

Call Options Held

926K

Put Options Held

1.38M

Empower Advisory Group, LLC Greenwood Village, CO

14.4M
Shares

$1.31 Billion
3.87% of portfolio
Creative Planning Overland Park, KS

13.7M
Shares

$1.24 Billion
1.05% of portfolio
Bank Of America Corp Charlotte, NC

10.2M
Shares

$925 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

10.1M
Shares

$919 Million
0.66% of portfolio
Morgan Stanley New York, NY

9.71M
Shares

$882 Million
0.06% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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