Heritage Wealth Management, LLC Vanguard Global Ex U.S. Real Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	BUY	$56.02 - $60.85 $280 - $304	5 New	5 $1,000

Others Institutions Holding VNQI

# of Institutions

383

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$651 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$505 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$257 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$59.8 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$58.6 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
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