Purchases and Sales Made in Q1 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.4K- 12.18% |
$448K - $479K
|
82K
$3.21M
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-11.4K- 4.62% |
$449K - $481K
|
236K
$9.24M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.8K- 1.42% |
$467K - $499K
|
821K
$32.2M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.8K- 1.42% |
$467K - $499K
|
821K
$32.2M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.2K- 21.61% |
$480K - $513K
|
44.2K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.9K- 50.92% |
$510K - $545K
|
12.5K
$489K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.7K- 9.75% |
$539K - $577K
|
127K
$4.97M
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15.7K- 49.26% |
$617K - $660K
|
16.1K
$633K
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-15.8K- 78.79% |
$623K - $666K
|
4.26K
$167K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-17.1K- 11.57% |
$673K - $720K
|
131K
$5.12M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17.9K- 10.7% |
$704K - $753K
|
149K
$5.85M
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-20.7K- 63.77% |
$816K - $873K
|
11.8K
$462K
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-20.7K- 39.17% |
$817K - $874K
|
32.2K
$1.26M
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-25.7K- 8.37% |
$1.01M - $1.08M
|
282K
$11.1M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-25.9K- 59.89% |
$1.02M - $1.09M
|
17.3K
$680K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-26.1K- 6.94% |
$1.03M - $1.1M
|
349K
$13.7M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.7K- 6.37% |
$1.05M - $1.12M
|
392K
$15.4M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.3K- 98.34% |
$1.08M - $1.15M
|
462
$18.1K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27.7K- 29.01% |
$1.09M - $1.17M
|
67.7K
$2.65M
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-32K- 3.46% |
$1.26M - $1.35M
|
893K
$35M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33.6K- 2.39% |
$1.32M - $1.41M
|
1.37M
$53.8M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.9K- 2.1% |
$1.34M - $1.43M
|
1.58M
$62M
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-37.1K- 44.32% |
$1.46M - $1.56M
|
46.6K
$1.83M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-40.6K- 58.0% |
$1.6M - $1.71M
|
29.4K
$1.15M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-40.9K- 4.21% |
$1.61M - $1.72M
|
932K
$36.5M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.7K- 9.44% |
$2.23M - $2.39M
|
544K
$21.3M
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-84.3K- 36.11% |
$3.32M - $3.55M
|
149K
$5.85M
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-88.5KClosed |
$3.48M - $3.73M
|
0
$0
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-93.6K- 16.27% |
$3.69M - $3.94M
|
482K
$18.9M
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-99.5K- 77.47% |
$3.92M - $4.19M
|
28.9K
$1.14M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-246K- 3.62% |
$9.7M - $10.4M
|
6.55M
$257M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-890K- 96.35% |
$35.1M - $37.5M
|
33.7K
$1.32M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.6M- 41.3% |
$102M - $110M
|
3.69M
$145M
|