Simplicity Wealth,Llc Vanguard Global Ex U.S. Real Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$40.45 - $47.24 $198,366 - $231,664	4,904 New	4,904 $230,000

Others Institutions Holding VNQI

# of Institutions

383

Shares Held

55.7M

Call Options Held

15.2K

Put Options Held

2.1K

Empower Advisory Group, LLC Greenwood Village, CO

16.5M
Shares

$706 Million
2.21% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$510 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.89M
Shares

$252 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.38M
Shares

$58.9 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.36M
Shares

$58 Million
0.46% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
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