Towercrest Capital Management Vanguard Specialized Funds Van Transaction History

Towercrest Capital Management

$599 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	N/A	-17,704 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	N/A	17,704 New	17,704 $1.64 Million

Others Institutions Holding VNQ

# of Institutions

1,750

Shares Held

246M

Call Options Held

2.87M

Put Options Held

2.64M

Creative Planning Overland Park, KS

17.8M
Shares

$1.49 Billion
1.71% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$1.03 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.3M
Shares

$943 Million
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

10.7M
Shares

$894 Million
3.47% of portfolio
Jpmorgan Chase & CO New York, NY

10.4M
Shares

$871 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 Towercrest Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Towercrest Capital Management with notifications on news.