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Vanguard Global ex-US Real Estate ETF

354 hedge funds and large institutions have $2.32B invested in Vanguard Global ex-US Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

28% more capital invested

Capital invested by funds: $1.82B → $2.32B (+$509M)

9.79% more ownership

Funds ownership: 52.55%62.34% (+9.8%)

5% more funds holding

Funds holding: 337354 (+17)

3% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 117

21% less call options, than puts

Call options by funds: $37.3M | Put options by funds: $47.1M

Holders
354
Holders Change
+17
Holders Change %
+5.04%
% of All Funds
5.69%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
64
Increased
114
Reduced
117
Closed
41
Calls
$37.3M
Puts
$47.1M
Net Calls
-$9.81M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$3.95M +$552K +13,836 +17%
DI
52
Disciplined Investments
Oklahoma
$3.92M +$571K +14,327 +18%
LPL Financial
53
LPL Financial
California
$3.63M -$3.53M -88,617 -50%
JP Morgan Chase
54
JP Morgan Chase
New York
$3.62M +$2.06M +51,553 +143%
SFP
55
Strategic Financial Planning
Texas
$3.53M +$399K +10,000 +13%
MAM
56
Marotta Asset Management
Virginia
$3.47M -$119K -2,993 -3%
LG
57
LAM Group
Oregon
$3.41M +$3.29M +82,550 New
EWA
58
Exencial Wealth Advisors
Oklahoma
$3.31M -$448K -11,233 -12%
SS
59
Sound Stewardship
Kansas
$3.15M +$3.04M +76,304 New
LNWTC
60
Laird Norton Wetherby Trust Company
Washington
$3.1M +$96.5K +2,419 +3%
MPM
61
MBB Public Markets
Illinois
$3.04M +$120K +3,000 +4%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$3.03M -$674K -16,907 -19%
ULWM
63
Upper Left Wealth Management
Florida
$2.99M +$47.9K +1,201 +2%
CIP
64
Capital Insight Partners
Arizona
$2.98M -$1.7M -42,657 -37%
BPA
65
Beacon Pointe Advisors
California
$2.92M +$165K +4,149 +6%
CPWM
66
Cypress Point Wealth Management
Texas
$2.92M +$2.82M +70,653 New
AllianceBernstein
67
AllianceBernstein
Tennessee
$2.86M -$1.28M -32,220 -32%
FA
68
Financial Alternatives
California
$2.8M +$2.7M +67,753 New
SCM
69
SOL Capital Management
Maryland
$2.65M +$329K +8,258 +15%
CFA
70
Cahill Financial Advisors
Minnesota
$2.62M +$72.8K +1,825 +3%
PWPCM
71
Perella Weinberg Partners Capital Management
New York
$2.61M
WSWA
72
Warren Street Wealth Advisors
California
$2.58M -$158K -3,964 -6%
Northern Trust
73
Northern Trust
Illinois
$2.54M -$922K -23,121 -27%
GCA
74
Gradient Capital Advisors
California
$2.5M +$223K +5,590 +10%
William Blair & Company
75
William Blair & Company
Illinois
$2.49M -$300K -7,514 -11%

VNQI Hedge Fund Activity: Q4 2022 in Review

354 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Global ex-US Real Estate ETF (VNQI) for Q4 2022, worth a combined $2.32B — up 28% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VNQI positions and 41 closed out — a net gain of 23 holders — while 114 added to existing stakes and 117 trimmed.

The largest buyer was TFO Wealth Partners, adding an estimated $187M. The largest seller was Valmark Advisers, cutting an estimated $32.4M.

  • 354 institutional investors held Vanguard Global ex-US Real Estate ETF (VNQI) as of Q4 2022, up from 337 in Q3 2022.
  • Funds reported $2.32B of Vanguard Global ex-US Real Estate ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 64 funds opened new Vanguard Global ex-US Real Estate ETF positions in Q4 2022 and 41 closed out, a net change of +23 holders.
  • The largest Vanguard Global ex-US Real Estate ETF buyer in Q4 2022 was TFO Wealth Partners, an estimated $187M added.
  • The largest Vanguard Global ex-US Real Estate ETF seller in Q4 2022 was Valmark Advisers, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2022.