Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
2.92K+ 3.11% |
$113K - $124K
|
97K
$4.19M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.9K+ 31.8% |
$112K - $123K
|
12K
$519K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.86K+ 9.41% |
$110K - $122K
|
33.2K
$1.44M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.79K+ 9.35% |
$108K - $119K
|
32.7K
$1.41M
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.73K+ 3.09% |
$106K - $116K
|
91.2K
$3.94M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.56K+ 4.59% |
$98.9K - $109K
|
58.3K
$2.52M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.52K+ 5.5% |
$97.5K - $107K
|
48.4K
$2.09M
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.44K+ 8.73% |
$94.3K - $104K
|
30.4K
$1.31M
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.42K+ 28.72% |
$93.6K - $103K
|
10.9K
$469K
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
2.42K+ 2.07% |
$93.4K - $103K
|
119K
$5.15M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
2.29K+ 26.55% |
$88.5K - $97.3K
|
10.9K
$471K
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.2K+ 15.62% |
$85.2K - $93.7K
|
16.3K
$705K
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
2.17K+ 2.4% |
$83.7K - $92.1K
|
92.3K
$3.99M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.16K+ 7.73% |
$83.5K - $91.8K
|
30.1K
$1.3M
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.14K+ 4.19% |
$82.7K - $90.9K
|
53.1K
$2.3M
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.13KNew |
$82.4K - $90.6K
|
2.13K
$92.1K
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.1K+ 4.48% |
$81.2K - $89.3K
|
49K
$2.12M
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.05K+ 1.56% |
$79.2K - $87.1K
|
133K
$5.76M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.93KNew |
$74.7K - $82.1K
|
1.93K
$83.5K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.79K+ 2.46% |
$69K - $75.9K
|
74.4K
$3.21M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 17.37% |
$68K - $74.8K
|
11.9K
$513K
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.71K+ 2.66% |
$66K - $72.5K
|
65.9K
$2.85M
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.67K+ 3.52% |
$64.6K - $71K
|
49.2K
$2.12M
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.4K+ 4.97% |
$54.1K - $59.5K
|
29.6K
$1.28M
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.34K+ 7.9% |
$51.9K - $57.1K
|
18.3K
$792K
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.17K+ 3.54% |
$45.1K - $49.6K
|
34.1K
$1.47M
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
1.03K+ 0.71% |
$39.9K - $43.9K
|
147K
$6.33M
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 1.48% |
$39.4K - $43.3K
|
69.7K
$3.01M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 5.73% |
$39.2K - $43.2K
|
18.7K
$809K
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
943+ 6.29% |
$36.5K - $40.1K
|
15.9K
$688K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
897+ 0.95% |
$34.7K - $38.1K
|
95.3K
$4.12M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
850+ 482.95% |
$32.9K - $36.1K
|
1.03K
$44.3K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
689+ 11.74% |
$26.6K - $29.3K
|
6.56K
$283K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
642New |
$24.8K - $27.3K
|
642
$27.7K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
600+ 2.28% |
$23.2K - $25.5K
|
26.9K
$1.16M
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
600+ 0.97% |
$23.2K - $25.5K
|
62.7K
$2.71M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
589+ 9.34% |
$22.8K - $25K
|
6.89K
$298K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
558+ 489.47% |
$21.6K - $23.7K
|
672
$29K
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
507+ 4.98% |
$19.6K - $21.6K
|
10.7K
$462K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
495New |
$19.1K - $21K
|
495
$21.4K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
495+ 49500.0% |
$19.1K - $21K
|
496
$21.4K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
475+ 2.68% |
$18.4K - $20.2K
|
18.2K
$787K
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
473+ 1.77% |
$18.3K - $20.1K
|
27.2K
$1.17M
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
462+ 3.17% |
$17.9K - $19.6K
|
15K
$649K
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
371+ 2.33% |
$14.3K - $15.8K
|
16.3K
$705K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
338+ 5.4% |
$13.1K - $14.4K
|
6.6K
$285K
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
338+ 520.0% |
$13.1K - $14.4K
|
403
$17.4K
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
326+ 0.4% |
$12.6K - $13.9K
|
81.2K
$3.51M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
294New |
$11.4K - $12.5K
|
294
$12.7K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
240New |
$9.28K - $10.2K
|
240
$10.4K
|