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 $109 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
$109 Million
Previous $113 Million
5.36%
% of portfolio
1.83%
Previous 1.94%
Shares
30 transactions
Others Institutions Holding VNQ
# of Institutions
1,917Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.36 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.13 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.08 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$939 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$876 Million0.07% of portfolio