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 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.16M+ 7.54% |
$45.5M - $55.1M
|
16.5M
$663M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
608K+ 3415.42% |
$23.9M - $28.9M
|
626K
$25.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54.5K+ 4.33% |
$2.14M - $2.59M
|
1.31M
$52.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
24.2K+ 7.98% |
$951K - $1.15M
|
328K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
18.4K+ 156.44% |
$722K - $875K
|
30.2K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
17.6K+ 24.25% |
$692K - $838K
|
90.4K
$3.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
9.89KNew |
$388K - $470K
|
9.89K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9.49K+ 8.91% |
$372K - $451K
|
116K
$4.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
9.2K+ 8.7% |
$361K - $437K
|
115K
$4.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.93K+ 88.84% |
$350K - $424K
|
19K
$761K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.33KNew |
$327K - $396K
|
8.33K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.88K+ 9.11% |
$309K - $375K
|
94.4K
$3.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.58K+ 5.82% |
$297K - $360K
|
138K
$5.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.66KNew |
$222K - $269K
|
5.66K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.4K+ 6.79% |
$173K - $209K
|
69.3K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.9K+ 6.47% |
$153K - $185K
|
64.2K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.8K+ 7.98% |
$149K - $180K
|
51.3K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
3.53K+ 1.92% |
$138K - $168K
|
187K
$7.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.32K+ 5.11% |
$130K - $158K
|
68.3K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.02K+ 3.52% |
$119K - $144K
|
88.9K
$3.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
2.83K+ 12.44% |
$111K - $135K
|
25.6K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
2.25K+ 2.39% |
$88.2K - $107K
|
96.5K
$3.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.06K+ 9.65% |
$80.6K - $97.7K
|
23.4K
$937K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.9K+ 1.75% |
$74.4K - $90.2K
|
110K
$4.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.44K+ 29.83% |
$56.6K - $68.6K
|
6.28K
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.35K+ 8.2% |
$53K - $64.2K
|
17.8K
$715K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
856+ 2.1% |
$33.6K - $40.7K
|
41.7K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
768+ 17.85% |
$30.1K - $36.5K
|
5.07K
$203K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
751New |
$29.5K - $35.7K
|
751
$30.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
742+ 52.25% |
$29.1K - $35.3K
|
2.16K
$86.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
722+ 4.51% |
$28.3K - $34.3K
|
16.7K
$671K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
636New |
$24.9K - $30.2K
|
636
$25.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
416+ 1.54% |
$16.3K - $19.8K
|
27.5K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
334+ 6.93% |
$13.1K - $15.9K
|
5.16K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
327New |
$12.8K - $15.5K
|
327
$13.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
325+ 5.14% |
$12.7K - $15.4K
|
6.65K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
297+ 0.19% |
$11.6K - $14.1K
|
158K
$6.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
256+ 1.82% |
$10K - $12.2K
|
14.3K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
172+ 89.12% |
$6.75K - $8.17K
|
365
$14.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
167+ 1.4% |
$6.55K - $7.94K
|
12.1K
$484K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
134New |
$5.26K - $6.37K
|
134
$5.38K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
131New |
$5.14K - $6.23K
|
131
$5.26K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
116+ 5.44% |
$4.55K - $5.51K
|
2.25K
$90.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
74New |
$2.9K - $3.52K
|
74
$2.97K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
72+ 0.65% |
$2.82K - $3.42K
|
11.2K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
71New |
$2.78K - $3.37K
|
71
$2.85K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
70+ 1.37% |
$2.75K - $3.33K
|
5.18K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56+ 66.67% |
$2.2K - $2.66K
|
140
$5.62K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
50+ 5.05% |
$1.96K - $2.38K
|
1.04K
$41.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$1.96K - $2.38K
|
50
$2.01K
|