Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
840+ 13.14% |
$33.4K - $37.9K
|
7.23K
$313K
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
804+ 0.78% |
$32K - $36.3K
|
105K
$4.52M
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
804+ 0.85% |
$32K - $36.3K
|
95.6K
$4.13M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
802+ 17.75% |
$31.9K - $36.2K
|
5.32K
$230K
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
799+ 6.3% |
$31.8K - $36.1K
|
13.5K
$583K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
796+ 2.62% |
$31.7K - $35.9K
|
31.2K
$1.35M
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
717+ 10.59% |
$28.5K - $32.4K
|
7.49K
$324K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
712+ 3.16% |
$28.3K - $32.1K
|
23.2K
$1M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
677+ 13.02% |
$26.9K - $30.5K
|
5.88K
$254K
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
657+ 1.51% |
$26.1K - $29.6K
|
44.2K
$1.91M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
565+ 21.56% |
$22.5K - $25.5K
|
3.19K
$138K
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
563+ 45.55% |
$22.4K - $25.4K
|
1.8K
$77.7K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
559+ 1.18% |
$22.2K - $25.2K
|
48.1K
$2.08M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
528New |
$21K - $23.8K
|
528
$22.8K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
496New |
$19.7K - $22.4K
|
496
$21.4K
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
491+ 4.23% |
$19.5K - $22.2K
|
12.1K
$523K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
462+ 2.52% |
$18.4K - $20.8K
|
18.8K
$810K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
446+ 223.0% |
$17.7K - $20.1K
|
646
$27.9K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
434+ 1.02% |
$17.3K - $19.6K
|
43K
$1.86M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
424+ 1.32% |
$16.9K - $19.1K
|
32.6K
$1.41M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
335+ 3.13% |
$13.3K - $15.1K
|
11K
$477K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
278+ 18.4% |
$11.1K - $12.5K
|
1.79K
$77.3K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
276+ 5.61% |
$11K - $12.5K
|
5.19K
$224K
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
263+ 4.2% |
$10.5K - $11.9K
|
6.52K
$282K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
260+ 0.92% |
$10.3K - $11.7K
|
28.7K
$1.24M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
230+ 1.43% |
$9.15K - $10.4K
|
16.3K
$703K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
225New |
$8.95K - $10.2K
|
225
$9.72K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
171+ 37.34% |
$6.8K - $7.72K
|
629
$27.2K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
166+ 1.51% |
$6.6K - $7.49K
|
11.2K
$483K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
162New |
$6.44K - $7.31K
|
162
$7K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
160+ 0.85% |
$6.36K - $7.22K
|
19.1K
$824K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
149+ 0.93% |
$5.93K - $6.72K
|
16.1K
$698K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
145New |
$5.77K - $6.54K
|
145
$6.26K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
122New |
$4.85K - $5.5K
|
122
$5.27K
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
117+ 0.67% |
$4.65K - $5.28K
|
17.5K
$756K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
115+ 0.89% |
$4.57K - $5.19K
|
13.1K
$566K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
109New |
$4.34K - $4.92K
|
109
$4.71K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105+ 0.69% |
$4.18K - $4.74K
|
15.4K
$663K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
90+ 2.04% |
$3.58K - $4.06K
|
4.49K
$194K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
76New |
$3.02K - $3.43K
|
76
$3.28K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
68New |
$2.71K - $3.07K
|
68
$2.94K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
55+ 11.36% |
$2.19K - $2.48K
|
539
$23.3K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41New |
$1.63K - $1.85K
|
41
$1.77K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$1.59K - $1.8K
|
40
$1.73K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
40New |
$1.59K - $1.8K
|
40
$1.73K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
38New |
$1.51K - $1.71K
|
38
$1.64K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 130.43% |
$1.19K - $1.35K
|
53
$2.29K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
19+ 0.13% |
$756 - $857
|
15.1K
$652K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8New |
$318 - $361
|
8
$346
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
8+ 0.09% |
$318 - $361
|
9.11K
$394K
|