United Financial Planning Group LLC Vanguard Specialized Funds Van Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, United Financial Planning Group LLC holds 59,145 shares of VNQ stock, worth $5.37 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
59,145Holding current value
$5.37 Million% of portfolio
3.4%Shares
1 transactions
Others Institutions Holding VNQ
# of Institutions
1,924Shares Held
240MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.31 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.24 Billion1.05% of portfolio
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Bank Of America Corp Charlotte, NC10.2MShares$925 Million0.07% of portfolio
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Northwestern Mutual Wealth Management CO10.1MShares$919 Million0.66% of portfolio
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Morgan Stanley New York, NY9.71MShares$882 Million0.06% of portfolio