Stonebridge Capital Advisors LLC Vanguard Global Ex U.S. Real Transaction History

Stonebridge Capital Advisors LLC

$1.19 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$37.49 - $46.16 $5,398 - $6,647	144 New	144 $5,000
Q3 2019 Nov 12, 2019	SELL	$58.19 - $58.86 $5,819 - $5,886	-100 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	100 New	100 $6,000

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

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