Tag Stone Capital, Inc. Vanguard Specialized Funds Van Transaction History

Tag Stone Capital, Inc.

$197 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$78.4 - $83.98 $78 - $83	1 Added 0.04%	2,425 $205,000
Q1 2023 May 11, 2023	BUY	$77.59 - $93.7 $188,078 - $227,128	2,424 New	2,424 $201,000

Others Institutions Holding VNQ

# of Institutions

1,928

Shares Held

247M

Call Options Held

1.13M

Put Options Held

1.28M

Empower Advisory Group, LLC Greenwood Village, CO

14.4M
Shares

$1.29 Billion
3.87% of portfolio
Proficio Capital Partners LLC Newton, MA

14M
Shares

$1.25 Billion
6.21% of portfolio
Creative Planning Overland Park, KS

13.7M
Shares

$1.22 Billion
1.05% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.07 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$956 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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