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Vanguard Global ex-US Real Estate ETF

360 hedge funds and large institutions have $3.07B invested in Vanguard Global ex-US Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 143 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 20

57% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 91

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

15% more funds holding

Funds holding: 313360 (+47)

11% more capital invested

Capital invested by funds: $2.77B → $3.07B (+$298M)

4.57% more ownership

Funds ownership: 48.65%53.22% (+4.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $20.1M

Holders
360
Holders Change
+47
Holders Change %
+15.02%
% of All Funds
7.09%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.32%
New
70
Increased
143
Reduced
91
Closed
20
Calls
Puts
$20.1M
Net Calls
-$20.1M
Net Calls Change
-$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
201
Washington Trust Bank
Washington
$462K
CWM
202
Cedar Wealth Management
California
$454K +$214K +3,557 +86%
KFGK
203
Keystone Financial Group (Kentucky)
Kentucky
$450K +$6.48K +108 +1%
GWM
204
Geneos Wealth Management
Colorado
$438K -$123K -2,053 -22%
HFA
205
Huber Financial Advisors
Illinois
$432K -$7.68K -128 -2%
AAS
206
Avantax Advisory Services
Texas
$411K +$163K +2,707 +64%
ECA
207
Elevated Capital Advisors
Utah
$405K +$412K +6,857 New
W
208
WealthStone
Ohio
$400K +$60 +1 +0%
PBF
209
Petix & Botte Financial
California
$396K +$404K +6,733 New
BSW
210
Buckingham Strategic Wealth
Missouri
$389K +$161K +2,674 +68%
Thrivent Financial for Lutherans
211
Thrivent Financial for Lutherans
Minnesota
$381K
Brown Advisory
212
Brown Advisory
Maryland
$380K
RVPG
213
Relative Value Partners Group
$374K +$10.9K +182 +3%
V
214
Veritable
Delaware
$373K +$67.4K +1,122 +22%
REMPR
215
Roof Eidam Maycock Peralta (REMP)
California
$361K -$63.3K -1,055 -15%
ZIM
216
Zacks Investment Management
Illinois
$351K +$73.8K +1,229 +26%
WIA
217
World Investment Advisors
California
$351K +$89.3K +1,487 +33%
HFA
218
Hoover Financial Advisors
Pennsylvania
$350K +$356K +5,922 New
EIC
219
Equity Investment Corp
Georgia
$344K +$297K +4,940 New
MWA
220
Martel Wealth Advisors
Washington
$333K +$19.9K +332 +6%
TIM
221
Tortoise Investment Management
New York
$320K -$21K -350 -6%
CAL
222
Capital Advisors Ltd
Ohio
$319K +$2.28K +38 +0.7%
DIP
223
DT Investment Partners
Pennsylvania
$317K +$322K +5,370 New
LFG
224
Larson Financial Group
Missouri
$315K +$23.3K +388 +8%
OPA
225
Old Port Advisors
Maine
$312K +$1.08K +18 +0.3%

VNQI Hedge Fund Activity: Q4 2019 in Review

360 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Global ex-US Real Estate ETF (VNQI) for Q4 2019, worth a combined $3.07B — up 11% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new VNQI positions and 20 closed out — a net gain of 50 holders — while 143 added to existing stakes and 91 trimmed.

The largest buyer was M&T Bank, adding an estimated $225M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $30M.

  • 360 institutional investors held Vanguard Global ex-US Real Estate ETF (VNQI) as of Q4 2019, up from 313 in Q3 2019.
  • Funds reported $3.07B of Vanguard Global ex-US Real Estate ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 70 funds opened new Vanguard Global ex-US Real Estate ETF positions in Q4 2019 and 20 closed out, a net change of +50 holders.
  • The largest Vanguard Global ex-US Real Estate ETF buyer in Q4 2019 was M&T Bank, an estimated $225M added.
  • The largest Vanguard Global ex-US Real Estate ETF seller in Q4 2019 was Charles Schwab Investment Advisory, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2019.