Apella Capital, LLC Vanguard Global Ex U.S. Real Transaction History

Apella Capital, LLC

$2.41 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 10, 2024	SELL	$39.39 - $42.14 $116,358 - $124,481	-2,954 Reduced 14.77%	17,048 $718,000
Q4 2023 Jan 05, 2024	BUY	$36.73 - $43.52 $734,673 - $870,487	20,002 New	20,002 $851,000

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

$603 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$468 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$238 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$55.4 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$54.3 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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