Balanced Rock Investment Advisor Vanguard Global Ex U.S. Real Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 29,617 shares of VNQI stock, worth $1.3 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
29,617
Previous 32,216
8.07%
Holding current value
$1.3 Million
Previous $1.36 Billion
11.49%
% of portfolio
1.01%
Previous 1.16%
Shares
3 transactions
Others Institutions Holding VNQI
# of Institutions
366Shares Held
60.1MCall Options Held
7.9KPut Options Held
14K-
Empower Advisory Group, LLC Greenwood Village, CO15.1MShares$661 Million2.28% of portfolio
-
Personal Capital Advisors Corp11.9MShares$523 Million2.39% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA6.34MShares$278 Million0.05% of portfolio
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Goldman Sachs Group Inc New York, NY3.74MShares$164 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.56MShares$68.4 Million0.02% of portfolio