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Vanguard Global ex-US Real Estate ETF

347 hedge funds and large institutions have $1.71B invested in Vanguard Global ex-US Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 114 increasing their positions, 110 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $871K

5% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 58

4% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 110

0.04% more ownership

Funds ownership: 56.77%56.82% (+0.04%)

1% less funds holding

Funds holding: 352347 (-5)

18% less capital invested

Capital invested by funds: $2.08B → $1.71B (-$370M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
347
Holders Change
-5
Holders Change %
-1.42%
% of All Funds
4.57%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
61
Increased
114
Reduced
110
Closed
58
Calls
$3.18M
Puts
$871K
Net Calls
+$2.31M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$654M +$50.2M +1,159,566 +8%
Charles Schwab
2
Charles Schwab
California
$233M -$7.59M -175,378 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$54.5M -$1.54M -35,600 -3%
UCFA
4
United Capital Financial Advisors
Texas
$53.7M -$1.19M -27,387 -2%
BP
5
Ballentine Partners
Massachusetts
$51.9M +$2.36M +54,463 +4%
Morgan Stanley
6
Morgan Stanley
New York
$32.4M -$5.69M -131,307 -14%
Bank of America
7
Bank of America
North Carolina
$29.4M -$2.83M -65,421 -8%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.7M +$2.79M +64,506 +10%
AssetMark Inc
9
AssetMark Inc
California
$26.4M +$1.78M +41,137 +7%
LNC
10
Lincoln National Corp
Pennsylvania
$26.1M +$2.56M +59,192 +10%
Goldman Sachs
11
Goldman Sachs
New York
$25.8M -$2.44M -56,258 -8%
Corient Private Wealth
12
Corient Private Wealth
Florida
$25.1M -$522K -12,061 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$21.1M -$984K -22,718 -4%
Creative Planning
14
Creative Planning
Kansas
$20.8M -$936K -21,616 -4%
M&T Bank
15
M&T Bank
New York
$19.6M -$88.3K -2,039 -0.4%
RWM
16
Rockwood Wealth Management
Pennsylvania
$16.1M -$596K -13,762 -3%
MWP
17
Moller Wealth Partners
$14.7M -$23.8K -549 -0.1%
CCM
18
Chilton Capital Management
Texas
$14.3M +$495K +11,440 +3%
EWM
19
Empirical Wealth Management
Washington
$13M +$1.05M +24,240 +8%
EI
20
Ellevest Inc
New York
$10.2M +$638K +14,737 +6%
Bank Julius Baer & Co
21
Bank Julius Baer & Co
Switzerland
$9.76M +$669K +15,441 +7%
JFG
22
JMG Financial Group
Illinois
$8.21M -$870K -20,089 -9%
JP Morgan Chase
23
JP Morgan Chase
New York
$7.92M -$4.42M -101,986 -34%
FA
24
Forefront Analytics
Pennsylvania
$7.86M +$6.31M +145,780 +275%
CAM
25
Chandler Asset Management
California
$7.4M +$153K +3,525 +2%

VNQI Hedge Fund Activity: Q4 2024 in Review

347 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Global ex-US Real Estate ETF (VNQI) for Q4 2024, worth a combined $1.71B — down 18% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VNQI positions and 58 closed out — a net gain of 3 holders — while 114 added to existing stakes and 110 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $50.2M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $37.7M.

  • 347 institutional investors held Vanguard Global ex-US Real Estate ETF (VNQI) as of Q4 2024, down from 352 in Q3 2024.
  • Funds reported $1.71B of Vanguard Global ex-US Real Estate ETF stock for Q4 2024, down 18% quarter-over-quarter.
  • 61 funds opened new Vanguard Global ex-US Real Estate ETF positions in Q4 2024 and 58 closed out, a net change of +3 holders.
  • The largest Vanguard Global ex-US Real Estate ETF buyer in Q4 2024 was Empower Advisory Group, an estimated $50.2M added.
  • The largest Vanguard Global ex-US Real Estate ETF seller in Q4 2024 was Envestnet Portfolio Solutions, an estimated $37.7M sold.

Based on aggregated 13F filings for Q4 2024.