Purchases and Sales Made in Q4 2024 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 2024. 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 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 6.14% |
$75.2K - $91.1K
|
33.1K
$1.34M
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.9K+ 1.75% |
$74.4K - $90.2K
|
110K
$4.47M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.44K+ 29.83% |
$56.6K - $68.6K
|
6.28K
$254K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.35K+ 8.2% |
$53K - $64.2K
|
17.8K
$720K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.13K+ 5936.84% |
$44.2K - $53.6K
|
1.15K
$46.4K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
980+ 5.15% |
$38.4K - $46.6K
|
20K
$809K
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
856+ 2.1% |
$33.6K - $40.7K
|
41.7K
$1.68M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
768+ 17.85% |
$30.1K - $36.5K
|
5.07K
$205K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
751New |
$29.5K - $35.7K
|
751
$30.4K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
742+ 52.25% |
$29.1K - $35.3K
|
2.16K
$87.4K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
722+ 4.51% |
$28.3K - $34.3K
|
16.7K
$676K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
710New |
$27.8K - $33.7K
|
710
$28.7K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
636New |
$24.9K - $30.2K
|
636
$25.7K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
607+ 15.47% |
$23.8K - $28.8K
|
4.53K
$183K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
602New |
$23.6K - $28.6K
|
602
$24.3K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
585New |
$22.9K - $27.8K
|
585
$23.6K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
524New |
$20.6K - $24.9K
|
524
$21.2K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
459+ 32.67% |
$18K - $21.8K
|
1.86K
$75.3K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
432+ 246.86% |
$16.9K - $20.5K
|
607
$24.5K
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
416+ 1.54% |
$16.3K - $19.8K
|
27.5K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
416New |
$16.3K - $19.8K
|
416
$16.8K
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
334+ 6.93% |
$13.1K - $15.9K
|
5.16K
$208K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
327New |
$12.8K - $15.5K
|
327
$13.2K
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
325+ 5.14% |
$12.7K - $15.4K
|
6.65K
$269K
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
300+ 5.08% |
$11.8K - $14.3K
|
6.2K
$251K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
297+ 0.19% |
$11.6K - $14.1K
|
158K
$6.38M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
256+ 1.82% |
$10K - $12.2K
|
14.3K
$577K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
248+ 306.17% |
$9.73K - $11.8K
|
329
$13.3K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
192+ 43.74% |
$7.53K - $9.12K
|
631
$25.5K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
172+ 89.12% |
$6.75K - $8.17K
|
365
$14.8K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
167+ 1.4% |
$6.55K - $7.94K
|
12.1K
$488K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
134New |
$5.26K - $6.37K
|
134
$5.42K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
131New |
$5.14K - $6.23K
|
131
$5.3K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
116+ 5.44% |
$4.55K - $5.51K
|
2.25K
$90.9K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
100New |
$3.92K - $4.75K
|
100
$4.04K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
89New |
$3.49K - $4.23K
|
89
$3.6K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
74New |
$2.9K - $3.52K
|
74
$2.99K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
73New |
$2.86K - $3.47K
|
73
$2.95K
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
72+ 0.65% |
$2.82K - $3.42K
|
11.2K
$453K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
71New |
$2.78K - $3.37K
|
71
$2.87K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
70+ 1.37% |
$2.75K - $3.33K
|
5.18K
$209K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56+ 66.67% |
$2.2K - $2.66K
|
140
$5.66K
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$1.96K - $2.38K
|
50
$2.02K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
50+ 5.05% |
$1.96K - $2.38K
|
1.04K
$42K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 40.98% |
$1.96K - $2.38K
|
172
$6.95K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
42New |
$1.65K - $2K
|
42
$1.7K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
39+ 5.19% |
$1.53K - $1.85K
|
791
$32K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
37New |
$1.45K - $1.76K
|
37
$1.5K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
33+ 0.52% |
$1.29K - $1.57K
|
6.4K
$258K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 0.98% |
$745 - $903
|
1.95K
$79K
|