Big Sur Wealth Management LLC Vanguard Specialized Funds Van Transaction History

Big Sur Wealth Management LLC

$354 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 30, 2020	SELL	$76.31 - $83.64 $530,354 - $581,298	-6,950 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	6,950	6,950 $583,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

241M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.44 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.1 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.02 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.02 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$892 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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