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 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.81M+ 80.45% |
$103M - $122M
|
6.29M
$247M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
894K+ 2961.6% |
$32.8M - $38.9M
|
924K
$36.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
887K+ 1035.43% |
$32.6M - $38.6M
|
973K
$38.2M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
843K+ 1027.1% |
$31M - $36.7M
|
925K
$36.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
316K+ 4.88% |
$11.6M - $13.8M
|
6.8M
$267M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
310K+ 2.29% |
$11.4M - $13.5M
|
13.9M
$544M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
234KNew |
$8.58M - $10.2M
|
234K
$9.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
167KNew |
$6.14M - $7.27M
|
167K
$6.55M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
141KNew |
$5.18M - $6.13M
|
141K
$5.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
130K+ 12.07% |
$4.78M - $5.67M
|
1.21M
$47.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
129K+ 52.48% |
$4.74M - $5.62M
|
375K
$14.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
128KNew |
$4.72M - $5.59M
|
128K
$5.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
104KNew |
$3.82M - $4.53M
|
104K
$4.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
94.1K+ 1436.06% |
$3.46M - $4.1M
|
101K
$3.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
89K+ 16.68% |
$3.27M - $3.87M
|
622K
$24.4M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
88.5KNew |
$3.25M - $3.85M
|
88.5K
$3.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
87.1KNew |
$3.2M - $3.79M
|
87.1K
$3.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
70.5K+ 124.13% |
$2.59M - $3.07M
|
127K
$4.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
58.3K+ 18.08% |
$2.14M - $2.54M
|
381K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54.9K+ 580.3% |
$2.02M - $2.39M
|
64.4K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
54.6K+ 28.35% |
$2M - $2.37M
|
247K
$9.69M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.6K+ 6.88% |
$1.97M - $2.33M
|
833K
$32.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
53KNew |
$1.95M - $2.31M
|
53K
$2.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
48.4KNew |
$1.78M - $2.11M
|
48.4K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
48.1K+ 7.68% |
$1.77M - $2.09M
|
675K
$26.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
46.6K+ 17.87% |
$1.71M - $2.03M
|
307K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
43.5KNew |
$1.6M - $1.89M
|
43.5K
$1.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
41.1KNew |
$1.51M - $1.79M
|
41.1K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.1K+ 5.19% |
$1.51M - $1.79M
|
833K
$32.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.7K+ 7.04% |
$1.31M - $1.55M
|
542K
$21.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
34.2K+ 556.7% |
$1.26M - $1.49M
|
40.3K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
34.2K+ 261.44% |
$1.26M - $1.49M
|
47.3K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30.9KNew |
$1.13M - $1.34M
|
30.9K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
30.5KNew |
$1.12M - $1.33M
|
30.5K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 46.99% |
$1.1M - $1.3M
|
93.3K
$3.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
29.5K+ 10.22% |
$1.08M - $1.28M
|
318K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.7K+ 22863.64% |
$1.02M - $1.2M
|
27.8K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
24.8K+ 3974.64% |
$910K - $1.08M
|
25.4K
$996K
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
24.2KNew |
$888K - $1.05M
|
24.2K
$948K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23.6KNew |
$866K - $1.03M
|
23.6K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.8K+ 232.25% |
$836K - $990K
|
32.6K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
20.1KNew |
$737K - $873K
|
20.1K
$787K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
20KNew |
$735K - $870K
|
20K
$784K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
19K+ 3.29% |
$697K - $825K
|
595K
$23.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
18KNew |
$663K - $785K
|
18K
$708K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
17.9K+ 8.18% |
$657K - $778K
|
236K
$9.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.1K+ 88.87% |
$627K - $743K
|
36.3K
$1.42M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
16.2KNew |
$594K - $703K
|
16.2K
$634K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
14.6K+ 4.38% |
$538K - $637K
|
349K
$13.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.7KNew |
$503K - $596K
|
13.7K
$537K
|