Spartan Planning & Wealth Management Vanguard Global Ex U.S. Real Transaction History

Spartan Planning & Wealth Management

$99.2 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	BUY	$36.66 - $43.12 $36 - $43	1 New	1 $0

Others Institutions Holding VNQI

# of Institutions

392

Shares Held

55.1M

Call Options Held

17.9K

Put Options Held

3.4K

Empower Advisory Group, LLC Greenwood Village, CO

16.7M
Shares

$777 Million
2.22% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$554 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.71M
Shares

$265 Million
0.04% of portfolio
Ballentine Partners, LLC Waltham, MA

1.43M
Shares

$66.2 Million
1.01% of portfolio
Envestnet Asset Management Inc

1.39M
Shares

$64.6 Million
0.02% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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