We are live on ! Find out more
VNQI icon

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
PCA
1
Personal Capital Advisors
California
$493M +$52.2M +1,310,012 +12%
CSIA
2
Charles Schwab Investment Advisory
California
$289M -$4.03M -101,013 -1%
TWP
3
TFO Wealth Partners
Ohio
$196M +$187M +4,677,396 +6,878,524%
Jane Street
4
Jane Street
New York
$162M +$86.9M +2,179,319 +125%
Goldman Sachs
5
Goldman Sachs
New York
$127M +$18.9M +475,235 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$124M -$1.15M -28,736 -1%
UCFA
7
United Capital Financial Advisors
Texas
$120M +$4.4M +110,342 +4%
VA
8
Valmark Advisers
Ohio
$74.9M -$32.4M -812,599 -31%
Morgan Stanley
9
Morgan Stanley
New York
$44.2M +$391K +9,804 +0.9%
AssetMark Inc
10
AssetMark Inc
California
$41.6M -$2.36M -59,311 -6%
Bank of America
11
Bank of America
North Carolina
$34.8M -$5.41M -135,789 -14%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30M +$1.73M +43,350 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$28.1M -$1.13M -28,434 -4%
Corient Private Wealth
14
Corient Private Wealth
Florida
$24.7M +$19.6M +491,210 New
M&T Bank
15
M&T Bank
New York
$24.6M +$1.85M +46,302 +8%
LNC
16
Lincoln National Corp
Pennsylvania
$21.5M +$1.66M +41,579 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$20.9M -$6.76M -169,558 -25%
Creative Planning
18
Creative Planning
Kansas
$18.6M -$688K -17,249 -4%
BP
19
Ballentine Partners
Massachusetts
$14.2M +$3.84M +96,399 +39%
US Bancorp
20
US Bancorp
Minnesota
$13.3M -$2.01M -50,399 -14%
Wells Fargo
21
Wells Fargo
California
$12.5M -$670K -16,794 -5%
MWP
22
Moller Wealth Partners
$12.4M +$2.05M +51,460 +21%
CCM
23
Chilton Capital Management
Texas
$12.3M -$1.99K -50 -0%
EWM
24
Empirical Wealth Management
Washington
$10.6M +$743K +18,636 +8%
EPM
25
Elm Partners Management
Pennsylvania
$10.3M -$382K -9,589 -4%

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.