White Lighthouse Investment Management Inc. Vanguard Specialized Funds Van Transaction History
White Lighthouse Investment Management Inc.
- $613 Million
- Q2 2025
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 66,340 shares of VNQ stock, worth $6.06 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
66,340
Previous 60,903
8.93%
Holding current value
$6.06 Million
Previous $5.51 Million
7.15%
% of portfolio
0.96%
Previous 0.99%
Shares
31 transactions
Others Institutions Holding VNQ
# of Institutions
1,911Shares Held
251MCall Options Held
926KPut Options Held
1.38M-
Empower Advisory Group, LLC Greenwood Village, CO14.4MShares$1.32 Billion3.87% of portfolio
-
Proficio Capital Partners LLC Newton, MA14MShares$1.28 Billion6.21% of portfolio
-
Creative Planning Overland Park, KS13.7MShares$1.25 Billion1.05% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$930 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$925 Million0.66% of portfolio