Total Wealth Planning, LLC Vanguard Global Ex U.S. Real Transaction History
Total Wealth Planning, LLC
- $812 Million
- Q3 2025
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Total Wealth Planning, LLC holds 146,340 shares of VNQI stock, worth $6.96 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
146,340
Previous 147,806
0.99%
Holding current value
$6.96 Million
Previous $6.82 Million
2.42%
% of portfolio
0.86%
Previous 0.92%
Shares
28 transactions
Others Institutions Holding VNQI
# of Institutions
411Shares Held
53MCall Options Held
10KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO13.9MShares$660 Million1.84% of portfolio
-
Personal Capital Advisors Corp11.9MShares$568 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.39MShares$257 Million0.04% of portfolio
-
Assetmark, Inc1.85MShares$88 Million0.19% of portfolio
-
Ballentine Partners, LLC Waltham, MA1.5MShares$71.3 Million1.01% of portfolio