Cape Investment Advisory, Inc. Vanguard Specialized Funds Van Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,164 shares of VNQ stock, worth $198,287. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,164
Previous 1,414
53.04%
Holding current value
$198,287
Previous $138 Million
39.94%
% of portfolio
0.08%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,896Shares Held
224MCall Options Held
1.8MPut Options Held
1.58M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$943 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$879 Million0.07% of portfolio