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Vanguard Global ex-US Real Estate ETF
VNQI

271 hedge funds and large institutions have $2.91B invested in Vanguard Global ex-US Real Estate ETF in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 119 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

116% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 55

72% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $11.3M

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

15% more capital invested

Capital invested by funds: $2.52B → $2.91B (+$390M)

14% more funds holding

Funds holding: 237 → 271 (+34)

5.54% more ownership

Funds ownership: 51.17% → 56.71% (+5.5%)

Holders
271
Holders Change
+34
Holders Change %
+14.35%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
58
Increased
119
Reduced
55
Closed
22
Calls
$19.4M
Puts
$11.3M
Net Calls
+$8.13M
Net Calls Change
-$3.79M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$83.1M
2
CSIA
Charles Schwab Investment Advisory
California
+$58.1M
3
M&T Bank
M&T Bank
New York
+$33.1M
4
FQ
First Quadrant
California
+$22.7M
5
PCA
Personal Capital Advisors
California
+$14M

Top Sellers

1
AL
Aspiriant LLC
California
-$26M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
-$13.2M
3
Bank of America
Bank of America
North Carolina
-$8.2M
4
TAT
TD Ameritrade Trust
Colorado
-$5.39M
5
TCM
Twin Capital Management
Pennsylvania
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
76
Kohmann Bosshard Financial Services
Ohio
$3.22M +$690K +11,480 +27%
GWA
77
Guidant Wealth Advisors
Illinois
$3.19M +$140K +2,325 +5%
PW
78
Price Wealth
Texas
$2.9M +$2.88M +47,860 New
Renaissance Technologies
79
Renaissance Technologies
New York
$2.86M +$2.84M +47,200 New
AA
80
Ancora Advisors
Ohio
$2.73M – – –
CIM
81
Cambria Investment Management
California
$2.72M +$291K +4,843 +12%
HW
82
Hancock Whitney
Mississippi
$2.62M +$644K +10,721 +33%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$2.37M +$685K +11,399 +41%
TI
84
Truepoint Inc
Ohio
$2.35M +$54.3K +904 +2%
TFA
85
Transamerica Financial Advisors
Florida
$2.3M -$602K -10,023 -21%
GA
86
Greytown Advisors
Florida
$2.16M -$80.7K -1,343 -4%
CA
87
Cornerstone Advisory
Maryland
$2.14M +$234K +3,887 +12%
MLM
88
Mount Lucas Management
Pennsylvania
$2.1M +$5.35K +89 +0.3%
FCBT
89
First Citizens Bank & Trust
North Carolina
$2.02M -$63K -1,049 -3%
FAAS
90
First Allied Advisory Services
California
$1.99M +$66.6K +1,109 +3%
EWM
91
Empirical Wealth Management
Washington
$1.85M +$62.7K +1,044 +4%
CFA
92
Cahill Financial Advisors
Minnesota
$1.79M +$81.2K +1,352 +5%
SP
93
Symmetry Partners
Connecticut
$1.61M +$110K +1,824 +7%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$1.6M +$233K +3,873 +17%
Invesco
95
Invesco
Georgia
$1.59M -$35K -583 -2%
GCA
96
Gradient Capital Advisors
California
$1.54M +$1.53M +25,521 New
Vanguard Group
97
Vanguard Group
Pennsylvania
$1.48M +$285K +4,745 +24%
HighTower Advisors
98
HighTower Advisors
Illinois
$1.48M +$904K +15,041 +161%
RJA
99
Raymond James & Associates
Florida
$1.44M -$28.9K -481 -2%
BSAM
100
Blue Sky Asset Management
Colorado
$1.41M +$1.25M +20,818 +832%
2 3
4
5 6

VNQI Hedge Fund Activity: Q4 2017 in Review

271 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Global ex-US Real Estate ETF (VNQI) for Q4 2017, worth a combined $2.91B — up 15% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VNQI positions and 22 closed out — a net gain of 36 holders — while 119 added to existing stakes and 55 trimmed.

The largest buyer was Wells Fargo, adding an estimated $83.1M. The largest seller was Aspiriant LLC, cutting an estimated $26M.

  • 271 institutional investors held Vanguard Global ex-US Real Estate ETF (VNQI) as of Q4 2017, up from 237 in Q3 2017.
  • Funds reported $2.91B of Vanguard Global ex-US Real Estate ETF stock for Q4 2017, up 15% quarter-over-quarter.
  • 58 funds opened new Vanguard Global ex-US Real Estate ETF positions in Q4 2017 and 22 closed out, a net change of +36 holders.
  • The largest Vanguard Global ex-US Real Estate ETF buyer in Q4 2017 was Wells Fargo, an estimated $83.1M added.
  • The largest Vanguard Global ex-US Real Estate ETF seller in Q4 2017 was Aspiriant LLC, an estimated $26M sold.

Based on aggregated 13F filings for Q4 2017.