Schaper Benz & Wise Investment Counsel Inc Vanguard Specialized Funds Van Transaction History

Schaper Benz & Wise Investment Counsel Inc

$1.21 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	SELL	$79.28 - $102.13 $47,568 - $61,278	-600 Reduced 15.92%	3,170 $254,000
Q4 2021 Feb 10, 2022	BUY	$102.53 - $116.01 $386,538 - $437,357	3,770 New	3,770 $437,000

Others Institutions Holding VNQ

# of Institutions

1,826

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.5 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.15 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.06 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.06 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$929 Million
0.08% of portfolio

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schaper Benz & Wise Investment Counsel Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schaper Benz & Wise Investment Counsel Inc with notifications on news.

Account