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

1,766

Shares Held

243M

Call Options Held

1.33M

Put Options Held

1.1M

Creative Planning Overland Park, KS

16.2M
Shares

$1.5 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12M
Shares

$1.11 Billion
0.08% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.3M
Shares

$1.05 Billion
3.52% of portfolio
Bank Of America Corp Charlotte, NC

10.7M
Shares

$999 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

9.72M
Shares

$905 Million
0.07% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

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