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Vanguard Global ex-US Real Estate ETF

186 hedge funds and large institutions have $1.47B invested in Vanguard Global ex-US Real Estate ETF in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

46.52% more ownership

Funds ownership: 0%46.52% (+47%)

36% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 55

6% less funds holding

Funds holding: 197186 (-11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 41

23% less capital invested

Capital invested by funds: $1.9B → $1.47B (-$429M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $380K

Holders
186
Holders Change
-11
Holders Change %
-5.58%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
33
Increased
75
Reduced
55
Closed
41
Calls
Puts
$380K
Net Calls
-$380K
Net Calls Change
-$524K
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$237M -$338M -6,505,002 -58%
CSIA
2
Charles Schwab Investment Advisory
California
$201M +$39.5M +760,710 +23%
Bank of America
3
Bank of America
North Carolina
$128M -$22.6M -435,395 -14%
AllianceBernstein
4
AllianceBernstein
Tennessee
$101M +$8.02M +154,440 +8%
Goldman Sachs
5
Goldman Sachs
New York
$63.4M +$10.9M +210,713 +20%
Wells Fargo
6
Wells Fargo
California
$62.3M +$10M +192,422 +18%
PCA
7
Personal Capital Advisors
California
$57.1M +$8.2M +157,785 +16%
HT
8
Hefren-Tillotson
Pennsylvania
$53.4M +$439K +8,450 +0.8%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$52.2M -$6.84M -131,600 -11%
Morgan Stanley
10
Morgan Stanley
New York
$42.7M -$7.24M -139,401 -14%
US Bancorp
11
US Bancorp
Minnesota
$42.4M -$4.77M -91,877 -10%
BlackRock
12
BlackRock
New York
$40.3M +$4.31M +83,018 +11%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$37.5M +$19.3M +372,230 +107%
AL
14
Aspiriant LLC
California
$29.3M +$30M +577,509 +4,054%
JA
15
JOYN Advisors
Georgia
$22.9M -$3.34M -64,266 -12%
WCM
16
Windham Capital Management
Massachusetts
$16M -$1.87M -36,061 -10%
AssetMark Inc
17
AssetMark Inc
California
$12.7M +$936K +18,013 +8%
FWM
18
FFT Wealth Management
Pennsylvania
$12.2M +$6.37M +122,650 +100%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10.5M +$3.48M +66,984 +46%
VCM
20
Vigilant Capital Management
Maine
$10.1M -$1.9M -36,552 -15%
GC
21
Gibson Capital
Pennsylvania
$9.68M +$9.87M +190,060 +3,598%
GLA
22
Great Lakes Advisors
Illinois
$9.11M +$475K +9,139 +5%
JFG
23
JMG Financial Group
Illinois
$8.8M +$3.84M +73,955 +71%
WC
24
Whitnell & Co
Illinois
$8.28M -$578K -11,125 -6%
Ameriprise
25
Ameriprise
Minnesota
$8.12M +$2M +38,586 +31%

VNQI Hedge Fund Activity: Q4 2016 in Review

186 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Global ex-US Real Estate ETF (VNQI) for Q4 2016, worth a combined $1.47B — down 23% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of VNQI and 33 opened new positions — a net loss of 8 holders — while 55 trimmed existing stakes and 75 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $39.5M. The largest seller was Windhaven Investment Management, cutting an estimated $338M.

  • 186 institutional investors held Vanguard Global ex-US Real Estate ETF (VNQI) as of Q4 2016, down from 197 in Q3 2016.
  • Funds reported $1.47B of Vanguard Global ex-US Real Estate ETF stock for Q4 2016, down 23% quarter-over-quarter.
  • 33 funds opened new Vanguard Global ex-US Real Estate ETF positions in Q4 2016 and 41 closed out, a net change of -8 holders.
  • The largest Vanguard Global ex-US Real Estate ETF buyer in Q4 2016 was Charles Schwab Investment Advisory, an estimated $39.5M added.
  • The largest Vanguard Global ex-US Real Estate ETF seller in Q4 2016 was Windhaven Investment Management, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2016.