Ballentine Partners, LLC Vanguard Specialized Funds Van Transaction History
Ballentine Partners, LLC
- $5.81 Billion
- Q4 2024
A detailed history of Ballentine Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Ballentine Partners, LLC holds 1,196,218 shares of VNQ stock, worth $111 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
1,196,218
Previous 1,155,773
3.5%
Holding current value
$111 Million
Previous $113 Million
5.36%
% of portfolio
1.83%
Previous 1.94%
Shares
30 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.38 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$951 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$887 Million0.07% of portfolio