Swisspartners Ltd. Vanguard Specialized Funds Van Transaction History

Swisspartners Ltd.

$78.3 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$81.97 - $92.98 $469,688 - $532,775	-5,730 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$76.08 - $86.67 $435,938 - $496,619	5,730 New	5,730 $0

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

$1.43 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.09 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.01 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.01 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$886 Million
0.08% of portfolio

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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