Perennial Advisors, LLC Vanguard Global Ex U.S. Real Transaction History

Perennial Advisors, LLC

$444 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 08, 2021	SELL	$56.15 - $60.07 $954 - $1,021	-17 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$46.58 - $54.89 $791 - $933	17 New	17 $1,000

Others Institutions Holding VNQI

# of Institutions

384

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$664 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$515 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$262 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$61.1 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$59.8 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
Sector ETFs
Industry ETFs

More about VNQI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Advisors, LLC with notifications on news.