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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 6.15% |
$3.93K - $4.23K
|
1.53K
$59.8K
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-104- 1.01% |
$4.09K - $4.4K
|
10.2K
$400K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-105- 1.21% |
$4.13K - $4.44K
|
8.55K
$335K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-112- 1.51% |
$4.4K - $4.74K
|
7.3K
$286K
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-113- 0.4% |
$4.44K - $4.78K
|
28K
$1.1M
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-135- 0.89% |
$5.31K - $5.71K
|
15.1K
$591K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-137- 10.84% |
$5.39K - $5.79K
|
1.13K
$44.2K
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-140- 2.67% |
$5.51K - $5.92K
|
5.11K
$200K
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-157- 0.19% |
$6.17K - $6.64K
|
80.9K
$3.17M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-182- 16.76% |
$7.16K - $7.7K
|
904
$35.5K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-198- 2.17% |
$7.79K - $8.37K
|
8.92K
$350K
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-200- 2.65% |
$7.87K - $8.46K
|
7.34K
$288K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-225- 5.01% |
$8.85K - $9.52K
|
4.27K
$167K
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-225- 1.96% |
$8.85K - $9.52K
|
11.2K
$440K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-248- 14.19% |
$9.75K - $10.5K
|
1.5K
$58.8K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-253- 46.94% |
$9.95K - $10.7K
|
286
$11.2K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-256- 1.34% |
$10.1K - $10.8K
|
18.8K
$738K
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-276- 0.59% |
$10.9K - $11.7K
|
46.9K
$1.84M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-282- 1.57% |
$11.1K - $11.9K
|
17.7K
$696K
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-292- 4.38% |
$11.5K - $12.3K
|
6.37K
$250K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-295- 0.63% |
$11.6K - $12.5K
|
46.3K
$1.82M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-316- 79.6% |
$12.4K - $13.4K
|
81
$3.18K
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-392- 25.08% |
$15.4K - $16.6K
|
1.17K
$45.9K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-431- 66.72% |
$17K - $18.2K
|
215
$8.43K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-433- 2.07% |
$17K - $18.3K
|
20.5K
$802K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-466- 1.68% |
$18.3K - $19.7K
|
27.3K
$1.07M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-495- 78.7% |
$19.5K - $20.9K
|
134
$5.26K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-525- 6.72% |
$20.6K - $22.2K
|
7.29K
$286K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-549- 41.06% |
$21.6K - $23.2K
|
788
$30.9K
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-575- 3.48% |
$22.6K - $24.3K
|
15.9K
$625K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-591- 6.35% |
$23.2K - $25K
|
8.72K
$342K
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-624- 5.16% |
$24.5K - $26.4K
|
11.5K
$450K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-661- 6.76% |
$26K - $28K
|
9.12K
$358K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-676- 2.54% |
$26.6K - $28.6K
|
25.9K
$1.02M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-682- 9.76% |
$26.8K - $28.8K
|
6.3K
$247K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-722- 4.2% |
$28.4K - $30.5K
|
16.5K
$646K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-744- 3.73% |
$29.3K - $31.5K
|
19.2K
$753K
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-745- 0.09% |
$29.3K - $31.5K
|
793K
$31.1M
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-750- 7.34% |
$29.5K - $31.7K
|
9.47K
$372K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-767- 1.02% |
$30.2K - $32.4K
|
74.1K
$2.91M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-818- 2.62% |
$32.2K - $34.6K
|
30.4K
$1.19M
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-869- 5.89% |
$34.2K - $36.8K
|
13.9K
$545K
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-875- 1.17% |
$34.4K - $37K
|
74K
$2.9M
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-948- 4.71% |
$37.3K - $40.1K
|
19.2K
$752K
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-995- 0.85% |
$39.1K - $42.1K
|
116K
$4.55M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.04K- 9.42% |
$40.9K - $44K
|
10K
$392K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.19K- 10.23% |
$46.8K - $50.4K
|
10.5K
$410K
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.26K- 18.85% |
$49.6K - $53.3K
|
5.43K
$213K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.26K- 2.22% |
$49.6K - $53.4K
|
55.7K
$2.18M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.41K- 66.95% |
$55.5K - $59.6K
|
696
$27.3K
|