Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
572K+ 4.59% |
$22.5M - $24.2M
|
13.1M
$564M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
550K+ 91.84% |
$21.6M - $23.2M
|
1.15M
$49.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
416KNew |
$16.3M - $17.6M
|
416K
$18M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
277K+ 38.22% |
$10.9M - $11.7M
|
1M
$43.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
181K+ 143.22% |
$7.11M - $7.65M
|
307K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
158K+ 4.97% |
$6.21M - $6.68M
|
3.33M
$144M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
158K+ 4.97% |
$6.21M - $6.68M
|
3.33M
$144M
|
|
|
Jul 19, 2023
Q2 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
154KNew |
$6.07M - $6.52M
|
154K
$6.66M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
119K+ 3.89% |
$4.68M - $5.03M
|
3.18M
$137M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.8K+ 13.24% |
$3.65M - $3.93M
|
794K
$34.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
84.3KNew |
$3.31M - $3.56M
|
84.3K
$3.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
39.1KNew |
$1.54M - $1.65M
|
39.1K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
36.8KNew |
$1.45M - $1.56M
|
36.8K
$1.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
35.1K+ 17.52% |
$1.38M - $1.48M
|
235K
$10.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
34.1K+ 6.56% |
$1.34M - $1.44M
|
553K
$23.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
33.2K+ 12.82% |
$1.3M - $1.4M
|
292K
$12.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32.5K+ 409.64% |
$1.28M - $1.37M
|
40.4K
$1.75M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
28.8K+ 1442250.0% |
$1.13M - $1.22M
|
28.8K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.9K+ 214.74% |
$1.06M - $1.14M
|
39.4K
$1.7M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
26K+ 58.24% |
$1.02M - $1.1M
|
70.7K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
25.2K+ 586.64% |
$990K - $1.06M
|
29.5K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.7K+ 5.2% |
$933K - $1M
|
480K
$20.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
18.4K+ 9.5% |
$722K - $776K
|
212K
$9.14M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
17.1K+ 2.56% |
$674K - $725K
|
687K
$29.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13.5KNew |
$531K - $571K
|
13.5K
$583K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12K+ 2.64% |
$471K - $507K
|
466K
$20.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$461K - $495K
|
11.7K
$506K
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
11K+ 21.49% |
$432K - $465K
|
62.1K
$2.68M
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
10.9K+ 10.34% |
$430K - $463K
|
117K
$5.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$398K - $428K
|
10.1K
$437K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
10K+ 11.94% |
$395K - $425K
|
94.1K
$4.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
9.93K+ 5.06% |
$391K - $420K
|
206K
$8.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.9K+ 42.64% |
$389K - $419K
|
33.1K
$1.43M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
8.62KNew |
$339K - $365K
|
8.62K
$372K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
8.43KNew |
$332K - $357K
|
8.43K
$364K
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
BUY
|
- |
8.31K+ 2.61% |
$327K - $351K
|
326K
$14.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8.1K+ 14.45% |
$319K - $343K
|
64.2K
$2.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
6.67K+ 21.04% |
$262K - $282K
|
38.4K
$1.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.67K+ 19.83% |
$262K - $282K
|
40.3K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
6.66K+ 9.86% |
$262K - $282K
|
74.2K
$3.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
BUY
|
- |
6.49K+ 2.49% |
$255K - $274K
|
267K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.24KNew |
$245K - $264K
|
6.24K
$269K
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
6.23K+ 3.58% |
$245K - $263K
|
180K
$7.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
5.97KNew |
$235K - $252K
|
5.97K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.87KNew |
$231K - $248K
|
5.87K
$253K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.44K+ 7.73% |
$214K - $230K
|
75.8K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.3KNew |
$209K - $224K
|
5.3K
$229K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.09KNew |
$200K - $215K
|
5.09K
$220K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.07K+ 49.06% |
$199K - $214K
|
15.4K
$665K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5K+ 6.63% |
$196K - $211K
|
80.4K
$3.47M
|