Uma Financial Services, Inc. Vanguard Global Ex U.S. Real Transaction History

Uma Financial Services, Inc.

$601 Million
Q2 2025

A detailed history of Uma Financial Services, Inc. transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Uma Financial Services, Inc. holds 75 shares of VNQI stock, worth $3,565. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,565

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 11, 2025	BUY	$37.77 - $46.15 $2,832 - $3,461	75 New	75 $3,000

Others Institutions Holding VNQI

# of Institutions

400

Shares Held

53.2M

Call Options Held

10K

Put Options Held

Empower Advisory Group, LLC Greenwood Village, CO

13.6M
Shares

$649 Million
1.9% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$567 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.56M
Shares

$264 Million
0.05% of portfolio
Ballentine Partners, LLC Waltham, MA

1.44M
Shares

$68.4 Million
1.01% of portfolio
Envestnet Asset Management Inc

1.32M
Shares

$62.9 Million
0.02% of portfolio

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About VANGUARD GLOBAL EX- U.S. REAL

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Uma Financial Services, Inc. Vanguard Global Ex U.S. Real Transaction History