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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.35K+ 5.87% |
$49.6K - $58.8K
|
24.3K
$955K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
1.17K+ 0.8% |
$43.1K - $51K
|
148K
$5.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.17K+ 3.58% |
$43K - $50.9K
|
33.8K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.13K+ 2.53% |
$41.5K - $49.1K
|
45.8K
$1.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.06K+ 795.49% |
$38.9K - $46K
|
1.19K
$46.7K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.02KNew |
$37.6K - $44.6K
|
1.02K
$40.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.02K+ 2.09% |
$37.6K - $44.5K
|
50K
$1.96M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
990New |
$36.4K - $43.1K
|
990
$38.8K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
952+ 3.91% |
$35K - $41.4K
|
25.3K
$992K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
903+ 39.83% |
$33.2K - $39.3K
|
3.17K
$124K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
789+ 0.18% |
$29K - $34.3K
|
433K
$17M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
661+ 1.25% |
$24.3K - $28.8K
|
53.4K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
632+ 11.95% |
$23.2K - $27.5K
|
5.92K
$232K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
619+ 4.41% |
$22.7K - $26.9K
|
14.7K
$575K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
573+ 1.68% |
$21K - $24.9K
|
34.7K
$1.36M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
535New |
$19.7K - $23.3K
|
535
$21K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
511+ 19.15% |
$18.8K - $22.2K
|
3.18K
$125K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
500New |
$18.4K - $21.8K
|
500
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
500+ 227.27% |
$18.4K - $21.8K
|
720
$28.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
499New |
$18.3K - $21.7K
|
499
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
450+ 2.85% |
$16.5K - $19.6K
|
16.2K
$636K
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
BUY
|
- |
421+ 2.64% |
$15.5K - $18.3K
|
16.4K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
410+ 3.83% |
$15.1K - $17.8K
|
11.1K
$436K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
355+ 3.79% |
$13K - $15.4K
|
9.72K
$381K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
307New |
$11.3K - $13.4K
|
307
$12K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
276+ 1.02% |
$10.1K - $12K
|
27.2K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
276+ 1.9% |
$10.1K - $12K
|
14.8K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
270New |
$9.92K - $11.8K
|
270
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
266+ 1.4% |
$9.77K - $11.6K
|
19.3K
$757K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
265+ 15.27% |
$9.73K - $11.5K
|
2K
$78.4K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
236+ 168.57% |
$8.67K - $10.3K
|
376
$14.7K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
231+ 3.79% |
$8.48K - $10.1K
|
6.32K
$248K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
221New |
$8.12K - $9.62K
|
221
$8.67K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
212New |
$7.79K - $9.23K
|
212
$8.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
211+ 879.17% |
$7.75K - $9.18K
|
235
$9.22K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
207New |
$7.6K - $9.01K
|
207
$8.12K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
196New |
$7.2K - $8.53K
|
196
$7.69K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
189+ 2.77% |
$6.94K - $8.23K
|
7.02K
$275K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
183New |
$6.72K - $7.96K
|
183
$7.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
181New |
$6.65K - $7.88K
|
181
$7.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
178New |
$6.54K - $7.75K
|
178
$6.98K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
164New |
$6.02K - $7.14K
|
164
$6.43K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
137New |
$5.03K - $5.96K
|
137
$5.37K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
127+ 31.75% |
$4.66K - $5.53K
|
527
$20.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
124+ 2.34% |
$4.55K - $5.4K
|
5.41K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
121New |
$4.44K - $5.27K
|
121
$4.75K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
121+ 1.83% |
$4.44K - $5.27K
|
6.72K
$264K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
115New |
$4.22K - $5K
|
115
$4.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110New |
$4.04K - $4.79K
|
110
$4.31K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
102+ 0.42% |
$3.75K - $4.44K
|
24.6K
$965K
|