Rather & Kittrell, Inc. Vanguard Specialized Funds Van Transaction History

Rather & Kittrell, Inc.

$342 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$99.96 - $115.1 $15,093 - $17,380	-151 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$102.53 - $116.01 $15,482 - $17,517	151 New	151 $17,000

Others Institutions Holding VNQ

# of Institutions

1,732

Shares Held

238M

Call Options Held

1.33M

Put Options Held

1.1M

Creative Planning Overland Park, KS

17.4M
Shares

$1.65 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

$1.07 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

$924 Million
0.07% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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