Purchases and Sales Made in Q1 2023 in Vanguard Global Ex U.S. Real (VNQI)
This table provides information about the institutional ownership of Vanguard Global Ex U.S. Real (VNQI) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD GLOBAL EX- U.S. REAL .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
8.85K+ 6.37% |
$352K - $399K
|
148K
$5.8M
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.44K+ 37.61% |
$336K - $381K
|
30.9K
$1.21M
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
8.12K+ 6.59% |
$323K - $366K
|
131K
$5.15M
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
7.46K+ 4.47% |
$297K - $336K
|
174K
$6.83M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.97K+ 11.34% |
$277K - $315K
|
68.5K
$2.69M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.56KNew |
$261K - $296K
|
6.56K
$257K
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.19KNew |
$246K - $279K
|
6.19K
$243K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.77KNew |
$229K - $260K
|
5.77K
$226K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
4.93K+ 739.49% |
$196K - $222K
|
5.59K
$219K
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.78K+ 6.26% |
$190K - $215K
|
81.1K
$3.18M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.7KNew |
$187K - $212K
|
4.7K
$184K
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.66K+ 7.46% |
$185K - $210K
|
67.1K
$2.63M
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
4.63K+ 4.57% |
$184K - $209K
|
106K
$4.15M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.56K+ 1.01% |
$181K - $206K
|
454K
$17.8M
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
4.5K+ 4.66% |
$179K - $203K
|
101K
$3.96M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.49KNew |
$179K - $203K
|
4.49K
$176K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 29.12% |
$177K - $200K
|
19.7K
$772K
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.28K+ 9.6% |
$170K - $193K
|
48.8K
$1.92M
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.26K+ 5.31% |
$169K - $192K
|
84.4K
$3.31M
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.25K+ 6.02% |
$169K - $192K
|
74.9K
$2.94M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.24K+ 8.72% |
$169K - $191K
|
52.9K
$2.07M
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.23K+ 6.66% |
$168K - $191K
|
67.7K
$2.65M
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.76K+ 9.05% |
$150K - $170K
|
45.3K
$1.78M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.42K+ 6.28% |
$136K - $154K
|
57.8K
$2.27M
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.14K+ 14.3% |
$125K - $142K
|
25.1K
$985K
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.05K+ 4.22% |
$121K - $138K
|
75.4K
$2.96M
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.04K+ 12.3% |
$121K - $137K
|
27.7K
$1.09M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.02K+ 21.43% |
$120K - $136K
|
17.1K
$671K
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.75K+ 21.95% |
$109K - $124K
|
15.3K
$599K
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
2.73K+ 33.63% |
$109K - $123K
|
10.9K
$426K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.65K+ 1.03% |
$105K - $120K
|
259K
$10.1M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.56K+ 4.41% |
$102K - $116K
|
60.7K
$2.38M
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.39K+ 30.51% |
$95.1K - $108K
|
10.2K
$401K
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.19K+ 1.91% |
$87.1K - $98.8K
|
117K
$4.58M
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.14K+ 43.6% |
$84.9K - $96.3K
|
7.03K
$276K
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2.02K+ 2.37% |
$80.3K - $91.1K
|
87.3K
$3.43M
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.87K+ 19.53% |
$74.3K - $84.3K
|
11.4K
$449K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.58K+ 3.66% |
$62.7K - $71.1K
|
44.7K
$1.75M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.54K+ 2.1% |
$61.3K - $69.5K
|
74.9K
$2.94M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.52K+ 2.52% |
$60.6K - $68.8K
|
62K
$2.43M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 4.88% |
$60K - $68.1K
|
32.4K
$1.27M
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.44K+ 14.14% |
$57.1K - $64.7K
|
11.6K
$454K
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.4K+ 0.73% |
$55.9K - $63.3K
|
193K
$7.58M
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.32K+ 2.41% |
$52.5K - $59.6K
|
56.1K
$2.2M
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1.18K+ 473.9% |
$46.9K - $53.2K
|
1.43K
$56K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.1K+ 1.16% |
$43.9K - $49.8K
|
96.6K
$3.79M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.09KNew |
$43.2K - $49K
|
1.09K
$42.6K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
992+ 2361.9% |
$39.5K - $44.8K
|
1.03K
$40.6K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
856+ 10.98% |
$34.1K - $38.6K
|
8.66K
$339K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
854+ 2.13% |
$34K - $38.5K
|
40.9K
$1.6M
|