Wimmer Associates 1, LLC Vanguard Specialized Funds Van Transaction History

Wimmer Associates 1, LLC

$195 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Nov 14, 2017	SELL	N/A	-4,525 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	4,525	4,525 $377,000

Others Institutions Holding VNQ

# of Institutions

1,728

Shares Held

238M

Call Options Held

1.33M

Put Options Held

1.1M

Creative Planning Overland Park, KS

17.4M
Shares

$1.68 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.15 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.3M
Shares

$1.09 Billion
3.52% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$1.03 Billion
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.72M
Shares

$937 Million
0.07% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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