Aegis Wealth Management LLC Vanguard Specialized Funds Van Transaction History
Aegis Wealth Management LLC
- $187 Billion
- Q3 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Aegis Wealth Management LLC holds 2,534 shares of VNQ stock, worth $227,021. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,534Holding current value
$227,021% of portfolio
0.12%Shares
1 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
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Northwestern Mutual Wealth Management CO11MShares$982 Million0.68% of portfolio
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Bank Of America Corp Charlotte, NC10.1MShares$907 Million0.06% of portfolio
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Morgan Stanley New York, NY9.78MShares$876 Million0.06% of portfolio