Von Berge Wealth Management Group, LLC Vanguard Specialized Funds Van Call Options Transaction History

Von Berge Wealth Management Group, LLC

$192 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VNQ

# of Institutions

1,826

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.5 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.15 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.06 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.06 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$929 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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