Ballentine Partners, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationwaltham, MA
- CIK0001374889
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
986 | $6.64B | VTI, IEFA, ITOT, VEA | 13F-HR | Jul 15, 2025 | 000117266125002596 | ||
910 | $5.77B | VTI, IEFA, ITOT, VEA | 13F-HR | May 1, 2025 | 000117266125001551 | ||
890 | $5.84B | VTI, ITOT, IEFA, IVV | 13F-HR | Jan 16, 2025 | 000117266125000227 | ||
846 | $5.85B | VTI, IEFA, ITOT, IEMG | 13F-HR | Oct 23, 2024 | 000117266124004333 | ||
753 | $5.41B | VTI, IEFA, ITOT, IEMG | 13F-HR | Aug 6, 2024 | 000117266124003111 | ||
739 | $5.27B | VTI, IEFA, ITOT, IEMG | 13F-HR | Apr 11, 2024 | 000117266124001827 | ||
682 | $4.90B | VTI, IEFA, ITOT, IEMG | 13F-HR | Jan 23, 2024 | 000117266124000307 | ||
603 | $4.25B | VTI, IEFA, ITOT, IEMG | 13F-HR | Oct 19, 2023 | 000117266123003458 | ||
601 | $4.36B | VTI, IEFA, ITOT, IEMG | 13F-HR | Jul 26, 2023 | 000117266123002624 | ||
567 | $3.97B | VTI, IEFA, ITOT, IEMG | 13F-HR | Apr 27, 2023 | 000117266123001763 | ||
512 | $3.36B | VTI, ITOT, IVV, IEFA | 13F-HR | Jan 27, 2023 | 000117266123000320 | ||
480 | $2.89B | VTI, ITOT, IVV, IEFA | 13F-HR | Oct 26, 2022 | 000117266122002239 | ||
436 | $2.83B | VTI, ITOT, IVV, IEMG | 13F-HR | Aug 9, 2022 | 000117266122001755 | ||
469 | $3.19B | VTI, IVV, ITOT, IEMG | 13F-HR | May 5, 2022 | 000117266122001179 | ||
478 | $3.35B | VTI, IVV, ITOT, IEMG | 13F-HR | Feb 14, 2022 | 000117266122000414 | ||
420 | $2.95B | VTI, IVV, ITOT, IEFA | 13F-HR | Oct 27, 2021 | 000117266121002066 | ||
425 | $2.90B | VTI, IVV, IEMG, ITOT | 13F-HR | Aug 12, 2021 | 000117266121001631 | ||
403 | $2.70B | VTI, IVV, IEMG, ITOT | 13F-HR | May 11, 2021 | 000117266121001087 | ||
384 | $2.52B | VTI, IVV, IEMG, ITOT | 13F-HR | Jan 25, 2021 | 000117266121000188 | ||
396 | $2.26B | VTI, IVV, ITOT, IEMG | 13F-HR | Oct 22, 2020 | 000117266120002025 | ||
373 | $2.09B | VTI, IVV, ITOT, IEMG | 13F-HR | Jul 31, 2020 | 000117266120001567 | ||
344 | $1.72B | VTI, IVV, IEMG, VEA | 13F-HR | Apr 23, 2020 | 000117266120001087 | ||
408 | $2.21B | VTI, IVV, IEMG, IEFA | 13F-HR | Jan 22, 2020 | 000117266120000230 | ||
394 | $2.13B | VTI, IVV, IEFA, IEMG | 13F-HR | Oct 21, 2019 | 000117266119002052 | ||
399 | $2.08B | VTI, IVV, IEMG, IEFA | 13F-HR | Jul 25, 2019 | 000117266119001576 | ||
330 | $1.92B | VTI, IVV, IEFA, IEMG | 13F-HR | May 9, 2019 | 000117266119001137 | ||
342 | $1.73B | VTI, IVV, IEFA, IEMG | 13F-HR | Feb 4, 2019 | 000117266119000289 | ||
365 | $1.92B | VTI, IVV, IEFA, VEA | 13F-HR | Oct 30, 2018 | 000117266118001894 | ||
351 | $1.80B | VTI, IVV, IEFA, VEA | 13F-HR | Jul 19, 2018 | 000117266118001400 | ||
361 | $1.78B | VTI, IVV, IEFA, IEMG | 13F-HR | Apr 26, 2018 | 000117266118000971 | ||
371 | $1.83B | VTI, IVV, IEFA, VEA | 13F-HR | Feb 2, 2018 | 000117266118000235 | ||
434 | $1.81B | VTI, IVV, IEFA, VEA | 13F-HR | Nov 6, 2017 | 000117266117001871 | ||
433 | $1.37B | IVV, VEA, IEFA, IEMG | 13F-HR | Aug 3, 2017 | 000117266117001466 | ||
252 | $1.41B | VTI, IVV, VEA, IEFA | RESTATEMENT | May 30, 2017 | 000117266117001257 | ||
200 | $1.29B | VTI, IVV, VEA, IEFA | 13F-HR | Feb 3, 2017 | 000117266117000233 | ||
208 | $1.23B | VTI, IVV, VEA, IEFA | 13F-HR | Nov 1, 2016 | 000117266116004080 | ||
239 | $1.19B | VTI, IVV, VEA, IEFA | 13F-HR | Aug 3, 2016 | 000117266116003640 | ||
232 | $1.14B | VTI, IVV, VEA, IEMG | 13F-HR | May 9, 2016 | 000117266116003171 | ||
168 | $1.03B | VTI, IVV, IEMG, VEA | 13F-HR | Jan 28, 2016 | 000117266116002356 | ||
155 | $952.67M | VTI, EIGI, IVV, IEMG | 13F-HR | Nov 3, 2015 | 000117266115001847 | ||
161 | $1.03B | VTI, EIGI, IEMG, VEA | 13F-HR | Jul 28, 2015 | 000117266115001385 | ||
154 | $1.02B | VTI, EIGI, IEMG, VEA | 13F-HR | May 12, 2015 | 000117266115001014 | ||
152 | $865.94M | VTI, IEMG, VEA, IVV | 13F-HR | Feb 2, 2015 | 000117266115000205 | ||
140 | $843.42M | VTI, IEMG, IVV, SPY | 13F-HR | Nov 5, 2014 | 000117266114001677 | ||
140 | $844.52M | VTI, IEMG, IVV, EFA | 13F-HR | Aug 12, 2014 | 000117266114001336 | ||
134 | $854.41M | VTI, IEMG, IVV, EFA | 13F-HR | May 5, 2014 | 000117266114000925 | ||
140 | $890.20M | VTI, IEMG, IVV, EFA | 13F-HR | Feb 6, 2014 | 000117266114000234 |