Bernzott Capital Advisors Vanguard Total World Stk Index Transaction History
Bernzott Capital Advisors
- $204 Million
- Q2 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 29,620 shares of VT stock, worth $3.4 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
29,620
Previous 32,150
7.87%
Holding current value
$3.4 Million
Previous $3.55 Million
6.08%
% of portfolio
1.64%
Previous 1.5%
Shares
12 transactions
Others Institutions Holding VT
# of Institutions
958Shares Held
86.7MCall Options Held
209KPut Options Held
49.6K-
Texas Treasury Safekeeping Trust CO Austin, TX11MShares$1.26 Billion48.85% of portfolio
-
Morgan Stanley New York, NY3.99MShares$458 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.62MShares$415 Million18.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.63MShares$302 Million0.03% of portfolio
-
Jane Street Group, LLC New York, NY2.1MShares$241 Million0.27% of portfolio