Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
345+ 3.76% |
$13.6K - $14.6K
|
9.52K
$373K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
330New |
$13K - $14K
|
330
$12.9K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
266New |
$10.5K - $11.2K
|
266
$10.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
253+ 0.05% |
$9.95K - $10.7K
|
531K
$20.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
175+ 0.13% |
$6.88K - $7.4K
|
131K
$5.15M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
169+ 3.6% |
$6.65K - $7.15K
|
4.87K
$191K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
157+ 4.41% |
$6.17K - $6.64K
|
3.71K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
114New |
$4.48K - $4.82K
|
114
$4.47K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
108New |
$4.25K - $4.57K
|
108
$4.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
106New |
$4.17K - $4.48K
|
106
$4.16K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
65New |
$2.56K - $2.75K
|
65
$2.55K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
59New |
$2.32K - $2.5K
|
59
$2.31K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
59New |
$2.32K - $2.5K
|
59
$2.31K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
58New |
$2.28K - $2.45K
|
58
$2.27K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
51+ 1275.0% |
$2.01K - $2.16K
|
55
$2.16K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
49+ 2.74% |
$1.93K - $2.07K
|
1.84K
$72.1K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
27New |
$1.06K - $1.14K
|
27
$1.06K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
24+ 72.73% |
$944 - $1.01K
|
57
$2.24K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$551 - $592
|
14
$549
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11New |
$433 - $465
|
11
$431
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5New |
$197 - $211
|
5
$196
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
5New |
$197 - $211
|
5
$196
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4New |
$157 - $169
|
4
$157
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.53% |
$78.7 - $84.6
|
378
$14.8K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$39.3 - $42.3
|
1
$39.2
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$39.3 - $42.3
|
1
$39.2
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$39.3 - $42.3
|
1
$39.2
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3- 0.04% |
$118 - $127
|
6.97K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4- 7.69% |
$157 - $169
|
48
$1.88K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4- 0.56% |
$157 - $169
|
706
$27.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-8- 80.0% |
$315 - $338
|
2
$78.4
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9- 0.04% |
$354 - $381
|
20.8K
$817K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9- 22.5% |
$354 - $381
|
31
$1.22K
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-10- 4.35% |
$393 - $423
|
220
$8.63K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18- 3.28% |
$708 - $761
|
530
$20.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-22- 1.15% |
$865 - $930
|
1.88K
$73.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-23- 0.35% |
$905 - $973
|
6.54K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-34- 0.23% |
$1.34K - $1.44K
|
15K
$590K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-36- 0.68% |
$1.42K - $1.52K
|
5.3K
$208K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-48- 0.76% |
$1.89K - $2.03K
|
6.26K
$246K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48- 90.57% |
$1.89K - $2.03K
|
5
$196
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48- 90.57% |
$1.89K - $2.03K
|
5
$196
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-49- 0.18% |
$1.93K - $2.07K
|
26.7K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 96.15% |
$1.97K - $2.11K
|
2
$78.4
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 0.38% |
$2.28K - $2.45K
|
15.3K
$600K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-60- 7.05% |
$2.36K - $2.54K
|
791
$31K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-63- 6.3% |
$2.48K - $2.66K
|
937
$36.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-64- 3.56% |
$2.52K - $2.71K
|
1.74K
$68K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-70- 4.9% |
$2.75K - $2.96K
|
1.36K
$53.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-100- 0.53% |
$3.93K - $4.23K
|
18.6K
$730K
|