Asset Planning Corporation Vanguard Global Ex U.S. Real Transaction History

Asset Planning Corporation

$187 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$53.06 - $56.29 $190,856 - $202,475	-3,597 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$46.58 - $54.89 $167,548 - $197,439	3,597 New	3,597 $195,000

Others Institutions Holding VNQI

# of Institutions

395

Shares Held

52M

Call Options Held

17.9K

Put Options Held

3.4K

Empower Advisory Group, LLC Greenwood Village, CO

13.6M
Shares

$640 Million
1.9% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$559 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.71M
Shares

$268 Million
0.04% of portfolio
Ballentine Partners, LLC Waltham, MA

1.44M
Shares

$67.5 Million
1.01% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.35M
Shares

$63.2 Million
0.47% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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