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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
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$330K -$518 -13 -0.2%
Wealthfront Advisers
202
Wealthfront Advisers
California
$326K +$39K +977 +14%
AA
203
Alesco Advisors
New York
$324K -$228K -5,727 -42%
CA
204
Cetera Advisors
Colorado
$322K +$311K +7,799 New
PA
205
Parallel Advisors
California
$316K -$46.3K -1,162 -13%
RJA
206
Raymond James & Associates
Florida
$310K -$106K -2,661 -26%
HCP
207
Hexagon Capital Partners
Arkansas
$308K -$62.2K -1,561 -17%
CWM
208
Comprehensive Wealth Management
Washington
$302K +$24K +601 +9%
AG
209
Ascent Group
Virginia
$294K -$48.1K -1,207 -15%
SPA
210
Sentinel Pension Advisors
Massachusetts
$289K -$50.5K -1,267 -15%
PCIG
211
Partners Capital Investment Group
Massachusetts
$280K +$270K +6,777 New
SMDAM
212
Sumitomo Mitsui DS Asset Management
Japan
$280K +$270K +6,772 New
AIS
213
American Investment Services
Massachusetts
$275K -$89.6K -2,246 -25%
RA
214
Rockingstone Advisors
Massachusetts
$264K +$255K +6,394 New
SAG
215
SageView Advisory Group
California
$264K +$255K +6,385 New
PC
216
Prairiewood Capital
North Dakota
$261K -$229K -5,744 -48%
EIP
217
Ellis Investment Partners
Pennsylvania
$261K +$758 +19 +0.3%
TI
218
Truepoint Inc
Ohio
$259K -$174K -4,361 -41%
AG
219
Advocate Group
Minnesota
$259K -$1.55K -39 -0.6%
TWC
220
TD Waterhouse Canada
Ontario, Canada
$254K
KFGK
221
Keystone Financial Group (Kentucky)
Kentucky
$253K -$3.51K -88 -1%
MWA
222
Martel Wealth Advisors
Washington
$252K +$1.36K +34 +0.6%
JWWM
223
Johnson & White Wealth Management
Pennsylvania
$239K +$40.2K +1,008 New
MIM
224
Moseley Investment Management
Florida
$239K +$10.9K +274 +5%
IAIM
225
International Assets Investment Management
Florida
$236K +$228K +5,719 New

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.