Vest Gen Advisors, LLC Vanguard Specialized Funds Van Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 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 5,342 shares of VNQ stock, worth $478,589. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,342
Previous 4,928
8.4%
Holding current value
$478,589
Previous $439 Million
11.29%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,935Shares Held
237MCall Options Held
1.07MPut Options Held
1.31M-
Empower Advisory Group, LLC Greenwood Village, CO15MShares$1.35 Billion3.82% of portfolio
-
Creative Planning Overland Park, KS13.3MShares$1.19 Billion0.94% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio