Vanguard GLBL Ex-US Real EstVNQIETF

13F holders, Q1 2024 (March 31)
364holders
3famous investors
$42.22avg. 13F price*

At the end of Q1 2024, 364 institutions reported holding Vanguard GLBL Ex-US Real Est (VNQI) in their 13F filings. The largest holders were Empower Advisory Group, LLC ($611.2M), Charles Schwab Investment Advisory, Inc. ($276.1M) and Goldman Sachs Group Inc. ($155.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vanguard GLBL Ex-US Real Est
CUSIP
922042676
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 364Q1 2024Q2 2024: 341Q2 2024Q3 2024: 352Q3 2024Q4 2024: 347Q4 2024Q1 2025: 347Q1 2025Q2 2025: 348Q2 2025Q3 2025: 361Q3 2025Q4 2025: 375Q4 2025Q1 2026: 377Q1 2026Q2 2026: 367Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions36$13.1M
Exits47$20.8M

Ownership 364 holders

Empower Advisory Group, LLC 2.29% Add +4.5% 14,503,332 $611.2M
Charles Schwab Investment Advisory, Inc. 0.38% Reduce -3.6% 6,551,837 $276.1M
Goldman Sachs Group Inc. 0.03% Reduce -41.3% 3,693,799 $155.7M
Envestnet Asset Management Inc. 0.02% Reduce -2.1% 1,579,676 $66.6M
United Capital Financial Advisors, LLC 0.48% Reduce -2.4% 1,371,565 $57.8M
Jane Street Group, LLC 0.07% Add +2695.8% 1,271,993 $53.6M
Ballentine Partners, LLC 0.98% Add +1.6% 1,228,825 $51.8M
Envestnet Portfolio Solutions, Inc. 0.15% Reduce -4.2% 931,860 $39.3M
First Citizens Bank & Trust Co. 0.72% Reduce -3.5% 892,908 $37.6M
Bank of America Corp. 0.00% Add +10.3% 885,662 $37.3M
Morgan Stanley 0.00% Reduce -1.4% 821,475 $34.6M
Manufacturers Life Insurance Company, The 0.03% Add +5.0% 708,350 $29.8M
Assetmark, Inc. 0.09% Add +20.8% 642,302 $27.1M
Corient Private Wealth LP 0.05% Add +1.0% 628,536 $26.5M
Lincoln National Corp. 0.41% Add +4.2% 620,179 $26.1M
Creative Planning 0.03% Add +6.4% 577,002 $24.3M
Osaic Holdings, Inc. 0.05% Reduce -9.4% 544,055 $22.9M
M&T Bank Corp 0.07% Reduce -16.3% 481,503 $20.3M
Bank Julius Baer & Co. Ltd, Zurich 0.07% Reduce -0.2% 432,687 $18.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.55% Add +11.1% 423,057 $17.8M
Royal Bank of Canada 0.00% Reduce -6.4% 392,051 $16.5M
Rockwood Wealth Management, LLC 1.95% Add +12.8% 358,599 $15.1M
Moller Wealth Partners 4.05% Add +1.9% 355,142 $15.0M
Chilton Capital Management LLC 0.70% Reduce -6.9% 349,291 $14.7M
JPMorgan Chase & Co. 0.00% Add +2.9% 310,874 $13.1M
BBJS Financial Advisors, LLC 4.39% Add +23.6% 292,407 $12.3M
Elm Partners Management LLC 0.94% Reduce -8.4% 281,750 $11.9M
State of Wisconsin - Board of Commissioners of Public Lands 2.48% No change 247,320 $10.4M
JMG Financial Group, Ltd. 0.38% Reduce -4.6% 235,642 $9.9M
Ellevest, Inc. 0.61% Add +6.5% 232,788 $9.8M
US Bancorp \de 0.01% Reduce -3.0% 229,946 $9.7M
Voya Investment Management LLC 0.01% Add +6.5% 198,803 $8.4M
Susquehanna International Group, LLP 0.01% Add +2270.0% 193,202 $8.1M
Bank of New York Mellon Corp 0.00% Reduce -14.5% 178,045 $7.5M
Chandler Asset Management, Inc. 1.52% Reduce -0.4% 177,935 $7.5M
Valmark Advisers, Inc. 0.13% Add +5.8% 173,960 $7.3M
Fairview Capital Investment Management, LLC 0.37% Add +2.3% 156,747 $6.6M
Prime Capital Investment Advisors, LLC 0.09% Reduce -10.7% 149,250 $6.3M
Mason Investment Advisory Services, Inc. 0.43% Reduce -36.1% 149,198 $6.3M
Total Wealth Planning, LLC 1.01% Add +0.2% 139,213 $5.9M
Country Trust Bank 0.14% Reduce -11.6% 130,653 $5.5M
Wells Fargo & Company 0.00% Reduce -9.8% 126,720 $5.3M
Awm Capital, LLC 0.89% Reduce -0.5% 126,666 $5.3M
SageView Advisory Group, LLC 0.26% New 22,431 $5.1M
Arvest Investments, Inc. 0.70% Reduce -0.0% 104,086 $4.4M
Exencial Wealth Advisors, LLC 0.16% Add +12.9% 102,260 $4.3M
Betterment LLC 0.01% Add +8.7% 102,085 $4.3M
Strategic Financial Planning, Inc. 3.16% Add +3.6% 100,294 $4.2M
Merriman Wealth Management, LLC 0.19% Reduce -1.6% 99,120 $4.2M
Cetera Investment Advisers 0.01% Add +31.7% 98,547 $4.2M
Traveka Wealth, LLC 1.91% Add +12.4% 97,854 $4.1M
Upper Left Wealth Management, LLC 3.80% Add +1.0% 97,307 $4.1M
Marotta Asset Management 0.82% Reduce -2.4% 93,949 $4.0M
Schroder Investment Management Group 0.00% Add +17.3% 86,981 $3.7M
Mission Wealth Management, LP 0.09% Add +11.5% 83,649 $3.5M
LPL Financial LLC 0.00% Reduce -12.2% 81,967 $3.5M
Avior Wealth Management, LLC 0.16% Add +9.8% 81,287 $3.4M
Financial Alternatives, Inc 2.58% Add +7.3% 79,056 $3.3M
SVB Wealth LLC 0.07% Add +91.2% 78,592 $3.3M
Warren Street Wealth Advisors, LLC 1.62% Add +4.3% 77,668 $3.3M
Cahill Financial Advisors Inc. 0.42% Add +2.8% 72,928 $3.1M
Disciplined Investments, LLC 1.64% Reduce 0.0% 71,345 $3.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -29.0% 67,676 $2.9M
LPWM LLC 1.05% Add +2.6% 69,555 $2.8M
LifePlan Investment Advisors, Inc. 2.12% Add +132.3% 63,071 $2.7M
Perella Weinberg Partners Capital Management LP 0.27% No change 63,054 $2.7M
Federation des caisses Desjardins du Quebec 0.02% Reduce -3.1% 62,619 $2.6M
Windham Capital Management, LLC 2.07% Reduce -0.6% 62,315 $2.6M
Maryland Capital Advisors Inc. 1.62% Add +4.9% 62,136 $2.6M
Gradient Capital Advisors, LLC 0.95% Reduce -5.1% 61,204 $2.6M
Cypress Point Wealth Management, LLC 1.29% Reduce -0.1% 59,665 $2.5M
Alhambra Investment Management LLC 1.33% Add +15.5% 57,789 $2.4M
Vista Capital Partners, Inc. 0.29% Add +1.4% 55,025 $2.3M
Walkner Condon Financial Advisors LLC 0.49% Add +0.6% 54,877 $2.3M
Transamerica Financial Advisors, LLC 0.23% Add +6.5% 54,714 $2.3M
Forefront Analytics, LLC 1.12% Reduce -2.1% 54,673 $2.3M
Cutler Investment Counsel LLC 0.31% Add +1.3% 54,125 $2.3M
UBS Group AG 0.00% Reduce -8.5% 52,835 $2.2M
Lam Group, Inc. 1.72% Add +23.8% 50,140 $2.1M
NewEdge Advisors, LLC 0.02% Reduce -3.4% 49,992 $2.1M
Beacon Pointe Advisors, LLC 0.02% Add +0.4% 49,657 $2.1M
Aire Advisors, LLC 0.45% Add +0.1% 47,325 $2.0M
Kohmann Bosshard Financial Services, LLC 0.27% Reduce -44.3% 46,599 $2.0M
Halbert Hargrove Global Advisors, LLC 0.13% Reduce -16.2% 46,532 $2.0M
Life Planning Partners, Inc 1.93% Reduce -6.5% 46,061 $1.9M
SOL Capital Management CO 0.24% Reduce -7.7% 45,493 $1.9M
Prairiewood Capital, LLC 0.89% Add +12.0% 45,196 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -15.8% 45,003 $1.9M
Compound Planning, Inc. 0.17% New 44,988 $1.9M
Citadel Advisors 0.00% Add +37.4% 44,712 $1.9M
Rockefeller Capital Management L.P. 0.01% Reduce -21.6% 44,189 $1.9M
First Citizens Asset Management, Inc. 0.70% Add +0.4% 43,639 $1.8M
Cardiff Park Advisors, LLC 0.18% Reduce -4.8% 43,604 $1.8M
Bear Mountain Capital, Inc. 0.79% Reduce -5.0% 45,970 $1.8M
Aletheian Wealth Advisors LLC 0.97% Add +18.0% 42,487 $1.8M
Equitable Holdings, Inc. 0.02% Add +21.8% 41,230 $1.7M
Aspiriant, LLC 0.07% Reduce -5.8% 40,391 $1.7M
Pictet North America Advisors SA 0.19% No change 40,022 $1.7M
Mariner, LLC 0.00% Add +8.0% 39,201 $1.7M
Prosperity Planning, Inc. 0.76% Add +6.6% 36,975 $1.6M

"% of holder's portfolio" is VNQI's weight in each manager's 13F, not the share of Vanguard GLBL Ex-US Real Est the manager owns.

Show all 364 holders