Bip Wealth, LLC Vanguard Global Ex U.S. Real Transaction History

Bip Wealth, LLC

$1.47 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 27, 2023	SELL	$39.33 - $42.29 $117,636 - $126,489	-2,991 Reduced 30.77%	6,728 $270 Million
Q1 2023 May 10, 2023	BUY	$39.78 - $45.12 $386,621 - $438,521	9,719 New	9,719 $394 Million

Others Institutions Holding VNQI

# of Institutions

384

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$667 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$518 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$264 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$61.3 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$60.1 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
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