Vanguard Personalized Indexing Management, LLC Vanguard Specialized Funds Van Transaction History

Vanguard Personalized Indexing Management, LLC

$6.46 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 28, 2023	BUY	$78.4 - $83.98 $25,872 - $27,713	330 Added 7.08%	4,994 $417,000
Q1 2023 May 10, 2023	BUY	$77.59 - $93.7 $361,879 - $437,016	4,664 New	4,664 $387,000
Q1 2021 Apr 28, 2021	BUY	$81.97 - $92.98 $259,926 - $294,839	3,171 New	3,171 $291,000

Others Institutions Holding VNQ

# of Institutions

1,896

Shares Held

224M

Call Options Held

1.8M

Put Options Held

1.58M

Creative Planning Overland Park, KS

14.9M
Shares

$1.36 Billion
1.29% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$1.13 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$1.08 Billion
3.55% of portfolio
Bank Of America Corp Charlotte, NC

10.3M
Shares

$943 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.6M
Shares

$879 Million
0.07% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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