Vest Gen Advisors, LLC Vanguard Specialized Funds Van Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 4,862 shares of VNQ stock, worth $429,460. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,862

Holding current value

$429,460

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$85.55 - $94.34 $415,944 - $458,681	4,862 New	4,862 $440 Million

Others Institutions Holding VNQ

# of Institutions

1,921

Shares Held

236M

Call Options Held

1.38M

Put Options Held

1.31M

Creative Planning Overland Park, KS

14.9M
Shares

$1.32 Billion
1.29% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.9M
Shares

$1.22 Billion
4.12% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.06 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$948 Million
0.08% of portfolio
Northwestern Mutual Wealth Management CO

9.54M
Shares

$843 Million
0.71% of portfolio

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Vest Gen Advisors, LLC Vanguard Specialized Funds Van Transaction History