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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.63K- 19.1% |
$133K - $158K
|
15.4K
$602K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.7K- 27.87% |
$136K - $161K
|
9.58K
$376K
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.72K- 6.38% |
$137K - $162K
|
54.5K
$2.14M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.98K- 21.87% |
$146K - $173K
|
14.2K
$558K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.57K- 8.17% |
$168K - $199K
|
51.4K
$2.02M
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-4.78K- 11.73% |
$176K - $208K
|
36K
$1.41M
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.02K- 7.74% |
$184K - $218K
|
59.8K
$2.34M
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-5.12K- 4.29% |
$188K - $223K
|
114K
$4.47M
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.34K- 7.64% |
$196K - $232K
|
64.6K
$2.53M
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.74K- 15.32% |
$211K - $250K
|
31.7K
$1.24M
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.74K- 15.32% |
$211K - $250K
|
31.7K
$1.24M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.07K- 10.93% |
$223K - $264K
|
49.4K
$1.94M
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6.41K- 8.25% |
$236K - $279K
|
71.3K
$2.8M
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.65K- 3.89% |
$244K - $289K
|
164K
$6.45M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.68K- 19.27% |
$245K - $291K
|
28K
$1.1M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.71K- 8.23% |
$247K - $292K
|
74.8K
$2.93M
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-6.72K- 32.0% |
$247K - $293K
|
14.3K
$560K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.97K- 33.55% |
$256K - $303K
|
13.8K
$542K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.28K- 46.81% |
$267K - $317K
|
8.27K
$324K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7.38K- 18.83% |
$271K - $321K
|
31.8K
$1.25M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.92K- 15.48% |
$291K - $345K
|
43.3K
$1.7M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.17K- 20.3% |
$300K - $356K
|
32.1K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.7K- 4.46% |
$320K - $379K
|
187K
$7.32M
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-9.05K- 55.48% |
$332K - $394K
|
7.26K
$285K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.54K- 22.25% |
$350K - $415K
|
33.3K
$1.31M
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-9.63K- 35.08% |
$354K - $419K
|
17.8K
$699K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-10K- 1.85% |
$368K - $436K
|
532K
$20.9M
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-10.3K- 47.47% |
$379K - $449K
|
11.4K
$448K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-10.8K- 23.98% |
$398K - $472K
|
34.4K
$1.35M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.6K- 17.03% |
$425K - $503K
|
56.4K
$2.21M
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-12.6K- 7.57% |
$461K - $547K
|
153K
$6.01M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-13.9K- 48.85% |
$510K - $604K
|
14.5K
$570K
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-17.7K- 24.12% |
$648K - $768K
|
55.5K
$2.18M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.9K- 23.64% |
$656K - $778K
|
57.7K
$2.26M
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-18K- 92.22% |
$660K - $782K
|
1.52K
$59.4K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-18.1K- 46.99% |
$664K - $786K
|
20.4K
$800K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-19.4K- 28.26% |
$713K - $845K
|
49.3K
$1.93M
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-21.5K- 30.35% |
$789K - $935K
|
49.3K
$1.93M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.2K- 71.71% |
$817K - $968K
|
8.77K
$344K
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-22.7K- 35.92% |
$834K - $988K
|
40.5K
$1.59M
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-28.8K- 56.99% |
$1.06M - $1.25M
|
21.7K
$852K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.8K- 17.99% |
$1.13M - $1.34M
|
140K
$5.51M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-32.3K- 54.83% |
$1.19M - $1.41M
|
26.6K
$1.04M
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-32.9K- 37.09% |
$1.21M - $1.43M
|
55.8K
$2.19M
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-36.1K- 30.15% |
$1.33M - $1.57M
|
83.7K
$3.28M
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-38.6K- 47.45% |
$1.42M - $1.68M
|
42.7K
$1.67M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-47.3K- 16.65% |
$1.74M - $2.06M
|
237K
$9.3M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-60.3K- 9.49% |
$2.21M - $2.62M
|
575K
$22.6M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-62.5K- 47.17% |
$2.3M - $2.72M
|
70K
$2.75M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-78.7K- 90.61% |
$2.89M - $3.43M
|
8.15K
$320K
|