Star Financial Bank Vanguard Specialized Funds Van Transaction History

Star Financial Bank

$148 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$77.59 - $93.7 $43,527 - $52,565	-561 Reduced 14.76%	3,241 $269 Million
Q4 2022 Feb 09, 2023	BUY	$76.14 - $88.09 $289,484 - $334,918	3,802 New	3,802 $314 Million

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

241M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.45 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.1 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.02 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.02 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$895 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Star Financial Bank, based on Form 13F filings with the SEC.

News

Stay updated on Star Financial Bank with notifications on news.