Benson Investment Management Company, Inc. Vanguard Mid Cap Value Index F Transaction History

Benson Investment Management Company, Inc.

$247 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Jul 11, 2019	SELL	N/A	-1,042 Closed	0 $0
Q1 2018 Apr 06, 2018	BUY	N/A	1,042 New	1,042 $114,000
Q4 2017 Jan 12, 2018	SELL	N/A	-1,042 Closed	0 $0
Q3 2017 Oct 16, 2017	BUY	N/A	1,042	1,042 $110,000

Others Institutions Holding VOE

# of Institutions

1,106

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

Betterment LLC New York, NY

4.68M
Shares

$824 Million
1.89% of portfolio
Morgan Stanley New York, NY

4.58M
Shares

$806 Million
0.06% of portfolio
Assetmark, Inc

3.65M
Shares

$643 Million
1.76% of portfolio
Royal Bank Of Canada Toronto, A6

3.19M
Shares

$561 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.08M
Shares

$542 Million
0.04% of portfolio

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