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Ballentine Partners, LLC: VNQI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballentine Partners, LLC on VNQI, newest first. How the timeline and the estimate are built.

Ballentine Partners, LLC held 1,581,111 VNQI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,581,111 shares
    Change vs previous 13F +116 shares

    0.87% of the 13F portfolio, value $70,912,814.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,580,995 shares
    Change vs previous 13F +66,273 shares

    0.98% of the 13F portfolio, value $70,275,236.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,514,722 shares
    Change vs previous 13F +15,406 shares

    0.98% of the 13F portfolio, value $69,434,865.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,499,316 shares
    Change vs previous 13F +60,596 shares

    0.99% of the 13F portfolio, value $71,577,341.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,438,720 shares
    Change vs previous 13F +11,636 shares

    1% of the 13F portfolio, value $66,396,916.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,427,084 shares
    Change vs previous 13F +116,261 shares

    1% of the 13F portfolio, value $57,739,807.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,310,823 shares
    Change vs previous 13F +54,463 shares

    0.89% of the 13F portfolio, value $51,856,174.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,256,360 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $58,935,847.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).