Smith Shellnut Wilson LLC Vanguard Specialized Funds Van Transaction History
Smith Shellnut Wilson LLC
- $257 Million
 - Q3 2025
 
A detailed history of Smith Shellnut Wilson LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Smith Shellnut Wilson LLC holds 6,550 shares of VNQ stock, worth $593,168. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,550
              Previous 8,529
              
        
           23.2%
        
      
          
        Holding current value
$593,168
            Previous $759,000
            
        
           21.21%
        
      
          
        % of portfolio
0.23%
            Previous 0.33%
          
        Shares
	  20 transactions
	
  Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
252MCall Options Held
926KPut Options Held
1.38M- 
    
      Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
 - 
    
      Proficio Capital Partners LLC Newton, MA14MShares$1.27 Billion6.21% of portfolio
 - 
    
      Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC10.2MShares$922 Million0.07% of portfolio
 - 
    
      Northwestern Mutual Wealth Management CO10.1MShares$916 Million0.66% of portfolio