Navigoe, LLC Vanguard Specialized Funds Van Transaction History

Navigoe, LLC

$157 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$79.79 - $91.42 $1,436 - $1,645	18 Added 94.74%	37 $3,000
Q1 2025 May 09, 2025	BUY	$85.55 - $94.34 $1,625 - $1,792	19 New	19 $1,000

Others Institutions Holding VNQ

# of Institutions

1,938

Shares Held

237M

Call Options Held

1.07M

Put Options Held

1.31M

Empower Advisory Group, LLC Greenwood Village, CO

15M
Shares

$1.35 Billion
3.82% of portfolio
Creative Planning Overland Park, KS

13.3M
Shares

$1.19 Billion
0.94% of portfolio
Northwestern Mutual Wealth Management CO

11M
Shares

$982 Million
0.68% of portfolio
Bank Of America Corp Charlotte, NC

10.1M
Shares

$907 Million
0.06% of portfolio
Morgan Stanley New York, NY

9.78M
Shares

$876 Million
0.06% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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