Balanced Rock Investment Advisor Vanguard Global Ex U.S. Real Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 8,129 shares of VNQI stock, worth $386,452. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,129
Previous 11,088
26.69%
Holding current value
$386,452
Previous $449 Million
16.38%
% of portfolio
0.29%
Previous 0.36%
Shares
7 transactions
Others Institutions Holding VNQI
# of Institutions
400Shares Held
53.2MCall Options Held
10KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO13.6MShares$649 Million1.9% of portfolio
-
Personal Capital Advisors Corp11.9MShares$567 Million2.39% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.56MShares$264 Million0.05% of portfolio
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Ballentine Partners, LLC Waltham, MA1.44MShares$68.4 Million1.01% of portfolio
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Envestnet Asset Management Inc1.32MShares$62.9 Million0.02% of portfolio