Surevest, LLC Vanguard Global Ex U.S. Real Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Surevest, LLC holds 470 shares of VNQI stock, worth $19,279. This represents 0.0% of its overall portfolio holdings.

Number of Shares

470

Previous 470 -0.0%

Holding current value

$19,279

Previous $21,000 14.29%

% of portfolio

0.0%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	BUY	$52.69 - $58.11 $24,764 - $27,311	470 New	470 $25,000

Others Institutions Holding VNQI

# of Institutions

379

Shares Held

55.8M

Call Options Held

15.2K

Put Options Held

2.1K

Empower Advisory Group, LLC Greenwood Village, CO

16.5M
Shares

$678 Million
2.21% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$489 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.89M
Shares

$242 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.38M
Shares

$56.5 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.36M
Shares

$55.6 Million
0.46% of portfolio

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About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
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