Total Wealth Planning, LLC Vanguard Global Ex U.S. Real Transaction History
Total Wealth Planning, LLC
- $744 Million
- Q2 2025
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Total Wealth Planning, LLC holds 147,806 shares of VNQI stock, worth $6.86 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
147,806
Previous 139,142
6.23%
Holding current value
$6.86 Million
Previous $5.66 Million
20.6%
% of portfolio
0.92%
Previous 0.93%
Shares
27 transactions
Others Institutions Holding VNQI
# of Institutions
395Shares Held
55.1MCall Options Held
17.9KPut Options Held
3.4K-
Empower Advisory Group, LLC Greenwood Village, CO16.7MShares$777 Million2.22% of portfolio
-
Personal Capital Advisors Corp11.9MShares$554 Million2.39% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.71MShares$265 Million0.04% of portfolio
-
Ballentine Partners, LLC Waltham, MA1.44MShares$66.8 Million1.01% of portfolio
-
Envestnet Asset Management Inc1.39MShares$64.6 Million0.02% of portfolio