Purchases and Sales Made in Q4 2024 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 2024. 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 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54.5K+ 4.33% |
$2.14M - $2.59M
|
1.31M
$51.5M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24.2K+ 7.98% |
$951K - $1.15M
|
328K
$12.9M
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
17.6K+ 24.25% |
$692K - $838K
|
90.4K
$3.55M
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9.49K+ 8.91% |
$372K - $451K
|
116K
$4.55M
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
9.2K+ 8.7% |
$361K - $437K
|
115K
$4.51M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.93K+ 88.84% |
$350K - $424K
|
19K
$745K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.88K+ 9.11% |
$309K - $375K
|
94.4K
$3.71M
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.58K+ 5.82% |
$297K - $360K
|
138K
$5.41M
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.9K+ 6.47% |
$153K - $185K
|
64.2K
$2.52M
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.8K+ 7.98% |
$149K - $180K
|
51.3K
$2.01M
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
2.83K+ 12.44% |
$111K - $135K
|
25.6K
$1.01M
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
2.25K+ 2.39% |
$88.2K - $107K
|
96.5K
$3.79M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.06K+ 9.65% |
$80.6K - $97.7K
|
23.4K
$917K
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.9K+ 1.75% |
$74.4K - $90.2K
|
110K
$4.34M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.35K+ 8.2% |
$53K - $64.2K
|
17.8K
$699K
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
856+ 2.1% |
$33.6K - $40.7K
|
41.7K
$1.64M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
751New |
$29.5K - $35.7K
|
751
$29.5K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
742+ 52.25% |
$29.1K - $35.3K
|
2.16K
$84.9K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
722+ 4.51% |
$28.3K - $34.3K
|
16.7K
$656K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
636New |
$24.9K - $30.2K
|
636
$25K
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
416+ 1.54% |
$16.3K - $19.8K
|
27.5K
$1.08M
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
334+ 6.93% |
$13.1K - $15.9K
|
5.16K
$202K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
327New |
$12.8K - $15.5K
|
327
$12.8K
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
325+ 5.14% |
$12.7K - $15.4K
|
6.65K
$261K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
256+ 1.82% |
$10K - $12.2K
|
14.3K
$561K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
167+ 1.4% |
$6.55K - $7.94K
|
12.1K
$474K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
74New |
$2.9K - $3.52K
|
74
$2.91K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
71New |
$2.78K - $3.37K
|
71
$2.79K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
70+ 1.37% |
$2.75K - $3.33K
|
5.18K
$203K
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$1.96K - $2.38K
|
50
$1.96K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
42New |
$1.65K - $2K
|
42
$1.65K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 0.98% |
$745 - $903
|
1.95K
$76.7K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
15New |
$588 - $713
|
15
$589
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 4.85% |
$510 - $618
|
281
$11K
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
13+ 5.06% |
$510 - $618
|
270
$10.6K
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-44- 23.16% |
$1.73K - $2.09K
|
146
$5.73K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-83- 0.19% |
$3.26K - $3.94K
|
44.1K
$1.73M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-94- 10.76% |
$3.69K - $4.47K
|
780
$30.6K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-138- 1.0% |
$5.41K - $6.56K
|
13.6K
$534K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-170- 6.39% |
$6.67K - $8.08K
|
2.49K
$97.8K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-498- 1.09% |
$19.5K - $23.7K
|
45.3K
$1.78M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-544- 95.1% |
$21.3K - $25.9K
|
28
$1.1K
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-549- 0.15% |
$21.5K - $26.1K
|
371K
$14.5M
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-962- 8.05% |
$37.7K - $45.7K
|
11K
$431K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.02K- 9.71% |
$40K - $48.5K
|
9.5K
$373K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 9.91% |
$44.1K - $53.4K
|
10.2K
$401K
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.24K- 16.87% |
$48.5K - $58.8K
|
6.09K
$239K
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.5K- 11.63% |
$58.8K - $71.3K
|
11.4K
$448K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-1.71K- 7.58% |
$67.2K - $81.4K
|
20.9K
$820K
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.95K- 12.78% |
$116K - $140K
|
20.1K
$791K
|