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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
115New |
$4.22K - $5K
|
115
$4.69K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110New |
$4.04K - $4.79K
|
110
$4.49K
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
102+ 0.42% |
$3.75K - $4.44K
|
24.6K
$1M
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
102New |
$3.75K - $4.44K
|
102
$4.16K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
101New |
$3.71K - $4.4K
|
101
$4.12K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 6.59% |
$3.6K - $4.26K
|
1.58K
$64.6K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
91New |
$3.34K - $3.96K
|
91
$3.71K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
82+ 164.0% |
$3.01K - $3.57K
|
132
$5.39K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
70+ 3.79% |
$2.57K - $3.05K
|
1.92K
$78.1K
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
70+ 1.14% |
$2.57K - $3.05K
|
6.2K
$253K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67New |
$2.46K - $2.92K
|
67
$2.73K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
66+ 1.63% |
$2.42K - $2.87K
|
4.11K
$168K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
64+ 3.41% |
$2.35K - $2.79K
|
1.94K
$79.3K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50+ 56.18% |
$1.84K - $2.18K
|
139
$5.67K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
50New |
$1.84K - $2.18K
|
50
$2.04K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
48New |
$1.76K - $2.09K
|
48
$1.96K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
46New |
$1.69K - $2K
|
46
$1.88K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
46New |
$1.69K - $2K
|
46
$1.88K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
45New |
$1.65K - $1.96K
|
45
$1.84K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
39New |
$1.43K - $1.7K
|
39
$1.59K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
39+ 13.64% |
$1.43K - $1.7K
|
325
$13.3K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
37New |
$1.36K - $1.61K
|
37
$1.51K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36New |
$1.32K - $1.57K
|
36
$1.47K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
33+ 1100.0% |
$1.21K - $1.44K
|
36
$1.47K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
28+ 3.87% |
$1.03K - $1.22K
|
752
$30.7K
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
25New |
$918 - $1.09K
|
25
$1.02K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
21New |
$771 - $914
|
21
$857
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
17New |
$624 - $740
|
17
$694
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16+ 3.84% |
$588 - $696
|
433
$17.7K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13+ 1.69% |
$477 - $566
|
784
$32K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11New |
$404 - $479
|
11
$449
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
10+ 4.05% |
$367 - $435
|
257
$10.5K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
5New |
$184 - $218
|
5
$204
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
4New |
$147 - $174
|
4
$163
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4New |
$147 - $174
|
4
$163
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$36.7 - $43.5
|
1
$40.8
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$36.7 - $43.5
|
1
$40.8
|
|
Mar 01, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1- -0.0% |
$36.7 - $43.5
|
6.29M
$257M
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-8- 0.11% |
$294 - $348
|
6.97K
$285K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 0.29% |
$514 - $609
|
4.84K
$198K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 11.18% |
$698 - $827
|
151
$6.16K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-26- 0.04% |
$955 - $1.13K
|
62.7K
$2.56M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-31- 0.16% |
$1.14K - $1.35K
|
19K
$773K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-32- 9.58% |
$1.18K - $1.39K
|
302
$12.3K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-39- 30.95% |
$1.43K - $1.7K
|
87
$3.55K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-46- 1.18% |
$1.69K - $2K
|
3.84K
$157K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-58- 40.85% |
$2.13K - $2.52K
|
84
$3.43K
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-64- 25.7% |
$2.35K - $2.79K
|
185
$7.55K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-95- 20.21% |
$3.49K - $4.13K
|
375
$15.3K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-100- 0.03% |
$3.67K - $4.35K
|
302K
$12.3M
|