Woodley Farra Manion Portfolio Management Inc Vanguard Specialized Funds Van Transaction History

Woodley Farra Manion Portfolio Management Inc

$1.83 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$87.04 - $112.5 $182,784 - $236,250	-2,100 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$93.53 - $105.5 $196,413 - $221,550	2,100 New	2,100 $214,000

Others Institutions Holding VNQ

# of Institutions

1,757

Shares Held

240M

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

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
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