Bernzott Capital Advisors Vanguard Total World Stk Index Transaction History
Bernzott Capital Advisors
- $194 Million
- Q4 2024
A detailed history of Bernzott Capital Advisors transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Bernzott Capital Advisors holds 41,234 shares of VT stock, worth $4.97 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
41,234
Previous 22,427
83.86%
Holding current value
$4.97 Million
Previous $2.68 Million
80.48%
% of portfolio
2.5%
Previous 1.23%
Shares
14 transactions
Others Institutions Holding VT
# of Institutions
1,084Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.59 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$556 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$539 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$374 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$292 Million0.79% of portfolio