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Vanguard Global ex-US Real Estate ETF

352 hedge funds and large institutions have $2.08B invested in Vanguard Global ex-US Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 94 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

29% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $1.34M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more capital invested

Capital invested by funds: $1.95B → $2.08B (+$126M)

3% more funds holding

Funds holding: 341352 (+11)

2.41% less ownership

Funds ownership: 59.18%56.77% (-2.4%)

24% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 124

Holders
352
Holders Change
+11
Holders Change %
+3.23%
% of All Funds
5.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
52
Increased
94
Reduced
124
Closed
36
Calls
$1.73M
Puts
$1.34M
Net Calls
+$390K
Net Calls Change
+$397K
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$721M +$13.3M +305,019 +2%
Charles Schwab
2
Charles Schwab
California
$285M -$11.6M -265,706 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$66.3M -$6.37M -146,238 -9%
UCFA
4
United Capital Financial Advisors
Texas
$64.9M +$878K +20,170 +1%
BP
5
Ballentine Partners
Massachusetts
$58.9M +$86.6K +1,989 +0.2%
Morgan Stanley
6
Morgan Stanley
New York
$44.5M +$7.39M +169,878 +22%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$44.5M -$246K -5,649 -0.6%
FCBT
8
First Citizens Bank & Trust
North Carolina
$42.9M -$90.6K -2,081 -0.2%
Bank of America
9
Bank of America
North Carolina
$37.9M -$364K -8,368 -1%
Goldman Sachs
10
Goldman Sachs
New York
$33.2M -$132M -3,031,293 -81%
Corient Private Wealth
11
Corient Private Wealth
Florida
$30.3M -$641K -14,726 -2%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.8M -$3.83M -87,892 -12%
AssetMark Inc
13
AssetMark Inc
California
$29.4M -$506K -11,615 -2%
LNC
14
Lincoln National Corp
Pennsylvania
$28.2M -$695K -15,974 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$26.1M +$496K +11,396 +2%
Creative Planning
16
Creative Planning
Kansas
$25.7M -$1.55M -35,642 -6%
M&T Bank
17
M&T Bank
New York
$23.4M +$936K +21,493 +5%
RWM
18
Rockwood Wealth Management
Pennsylvania
$19.8M +$1.04M +23,847 +6%
MWP
19
Moller Wealth Partners
$17.4M -$88.2K -2,026 -0.5%
CCM
20
Chilton Capital Management
Texas
$16.4M +$43.5K +1,000 +0.3%
EWM
21
Empirical Wealth Management
Washington
$14.3M -$4.93M -113,341 -27%
JP Morgan Chase
22
JP Morgan Chase
New York
$14.2M +$105K +2,408 +0.8%
Bank Julius Baer & Co
23
Bank Julius Baer & Co
Switzerland
$11.6M +$9.06M +208,046 New
EI
24
Ellevest Inc
New York
$11.5M +$80.2K +1,842 +0.8%
JFG
25
JMG Financial Group
Illinois
$10.7M -$130K -2,989 -1%

VNQI Hedge Fund Activity: Q3 2024 in Review

352 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Global ex-US Real Estate ETF (VNQI) for Q3 2024, worth a combined $2.08B — up 6.4% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VNQI positions and 36 closed out — a net gain of 16 holders — while 94 added to existing stakes and 124 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $13.3M. The largest seller was Goldman Sachs, cutting an estimated $132M.

  • 352 institutional investors held Vanguard Global ex-US Real Estate ETF (VNQI) as of Q3 2024, up from 341 in Q2 2024.
  • Funds reported $2.08B of Vanguard Global ex-US Real Estate ETF stock for Q3 2024, up 6.4% quarter-over-quarter.
  • 52 funds opened new Vanguard Global ex-US Real Estate ETF positions in Q3 2024 and 36 closed out, a net change of +16 holders.
  • The largest Vanguard Global ex-US Real Estate ETF buyer in Q3 2024 was Empower Advisory Group, an estimated $13.3M added.
  • The largest Vanguard Global ex-US Real Estate ETF seller in Q3 2024 was Goldman Sachs, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2024.