Purchases and Sales Made in Q4 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 Q4 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 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13.5KNew |
$497K - $589K
|
13.5K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
13.3KNew |
$489K - $579K
|
13.3K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.6K+ 15.22% |
$463K - $548K
|
95.3K
$3.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.7KNew |
$431K - $511K
|
11.7K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.7K+ 1.47% |
$428K - $507K
|
803K
$31.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
10.5K+ 16.3% |
$386K - $457K
|
75K
$2.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
10.3KNew |
$379K - $449K
|
10.3K
$405K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.65KNew |
$318K - $377K
|
8.65K
$339K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.65K+ 13.22% |
$318K - $376K
|
74K
$2.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
7.45KNew |
$274K - $324K
|
7.45K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.05KNew |
$259K - $307K
|
7.05K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
6.56K+ 127.59% |
$241K - $285K
|
11.7K
$459K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.5KNew |
$239K - $283K
|
6.5K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6.44KNew |
$237K - $280K
|
6.44K
$253K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.17K+ 23.42% |
$226K - $268K
|
32.5K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.09K+ 11.46% |
$224K - $265K
|
59.2K
$2.32M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.68KNew |
$209K - $247K
|
5.68K
$223K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.51K+ 4.13% |
$202K - $240K
|
139K
$5.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.23K+ 13.89% |
$192K - $228K
|
42.9K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5.11K+ 5.6% |
$188K - $223K
|
96.4K
$3.78M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.09KNew |
$187K - $221K
|
5.09K
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.07K+ 10.32% |
$186K - $221K
|
54.2K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.07K+ 79.26% |
$186K - $221K
|
11.5K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5.06KNew |
$186K - $220K
|
5.06K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5KNew |
$184K - $218K
|
5K
$196K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.96KNew |
$182K - $216K
|
4.96K
$195K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.81K+ 2.25% |
$177K - $209K
|
219K
$8.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.79K+ 1.12% |
$176K - $208K
|
433K
$17M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.73K+ 6.79% |
$174K - $206K
|
74.5K
$2.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.73K+ 50.83% |
$174K - $206K
|
14K
$550K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4.7KNew |
$173K - $204K
|
4.7K
$184K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4.5K+ 4.88% |
$165K - $196K
|
96.8K
$3.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
4.4K+ 24.0% |
$162K - $191K
|
22.7K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
4.38KNew |
$161K - $191K
|
4.38K
$172K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
3.99K+ 15.34% |
$146K - $174K
|
30K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
3.99K+ 2.28% |
$146K - $173K
|
179K
$7.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.59KNew |
$132K - $156K
|
3.59K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.44K+ 4.86% |
$126K - $149K
|
74.2K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.37K+ 6.97% |
$124K - $147K
|
51.7K
$2.03M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.68KNew |
$98.3K - $117K
|
2.68K
$105K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.07K+ 17.17% |
$76K - $90K
|
14.1K
$553K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.95K+ 11.96% |
$71.7K - $84.9K
|
18.3K
$716K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.91K+ 8.13% |
$70.2K - $83.2K
|
25.4K
$997K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.89K+ 2.87% |
$69.5K - $82.3K
|
67.8K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 27.3% |
$64.4K - $76.3K
|
8.18K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 15.83% |
$63.1K - $74.8K
|
12.6K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.65K+ 4.3% |
$60.6K - $71.8K
|
40K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 12.61% |
$55.1K - $65.2K
|
13.4K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.44K+ 4.73% |
$52.8K - $62.6K
|
31.8K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.38K+ 4.62% |
$50.5K - $59.9K
|
31.1K
$1.22M
|