Spence Asset Management Vanguard Specialized Funds Van Transaction History
Spence Asset Management
- $402 Million
- Q1 2025
A detailed history of Spence Asset Management transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Spence Asset Management holds 22,920 shares of VNQ stock, worth $1.99 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
22,920
Previous 24,082
4.83%
Holding current value
$1.99 Million
Previous $2.15 Million
3.26%
% of portfolio
0.52%
Previous 0.47%
Shares
18 transactions
Others Institutions Holding VNQ
# of Institutions
1,914Shares Held
235MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.29 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.07 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.02 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$892 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$832 Million0.07% of portfolio