Vanguard GLBL Ex-US Real EstVNQIETF

13F holders, Q4 2024 (December 31)
347holders −5
31new positions
58sold out
3famous investors
$39.58avg. 13F price*

At the end of Q4 2024, 347 institutions reported holding Vanguard GLBL Ex-US Real Est (VNQI) in their 13F filings, down 5 from Q3 2024. 31 opened new positions and 58 sold out. The largest holders were Empower Advisory Group, LLC ($654.0M), Charles Schwab Investment Management Inc. ($233.2M) and Envestnet Asset Management Inc. ($54.5M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions31$6.5M
Exits58$20.7M

All 13F filers, Q3 2024 → Q4 2024: 2,147,543 shares bought and 3,390,521 shares sold, net −1,242,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 347 holders

Empower Advisory Group, LLC 2.20% Add +7.5% 16,531,590 $654.0M
Charles Schwab Investment Management Inc. 0.04% Reduce -2.9% 5,894,714 $233.2M
Envestnet Asset Management Inc. 0.02% Reduce -2.5% 1,377,595 $54.5M
United Capital Financial Advisors, LLC 0.45% Reduce -2.0% 1,356,646 $53.7M
Ballentine Partners, LLC 0.89% Add +4.3% 1,310,823 $51.9M
Morgan Stanley 0.00% Reduce -13.8% 818,288 $32.4M
Bank of America Corp. 0.00% Reduce -8.1% 743,464 $29.4M
Manufacturers Life Insurance Company, The 0.02% Add +10.2% 700,294 $27.7M
Assetmark, Inc. 0.07% Add +6.6% 667,368 $26.4M
Lincoln National Corp. 0.84% Add +9.8% 660,945 $26.1M
Goldman Sachs Group Inc. 0.00% Reduce -7.9% 652,098 $25.8M
Corient Private Wealth LP 0.04% Reduce -1.9% 634,434 $25.1M
Osaic Holdings, Inc. 0.05% Reduce -4.1% 534,261 $21.1M
Creative Planning 0.02% Reduce -3.9% 526,457 $20.8M
M&T Bank Corp 0.07% Reduce -0.4% 496,707 $19.6M
Rockwood Wealth Management, LLC 1.74% Reduce -3.3% 408,103 $16.1M
Moller Wealth Partners 3.86% Reduce -0.1% 370,524 $14.7M
Chilton Capital Management LLC 0.60% Add +3.3% 360,716 $14.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.35% Add +8.0% 328,136 $13.0M
Ellevest, Inc. 0.59% Add +6.1% 257,911 $10.2M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +7.4% 223,487 $9.8M
JMG Financial Group, Ltd. 0.28% Reduce -8.8% 207,416 $8.2M
JPMorgan Chase & Co. 0.00% Reduce -33.7% 200,273 $7.9M
Forefront Analytics, LLC 3.66% Add +275.4% 198,721 $7.9M
Chandler Asset Management, Inc. 1.41% Add +1.9% 187,125 $7.4M
Betterment LLC 0.02% Reduce -2.1% 171,317 $6.8M
Payne Capital Management, LLC 2.88% — 168,590 $6.7M
Mason Investment Advisory Services, Inc. 0.38% Add +11.9% 163,918 $6.5M
Bank of New York Mellon Corp 0.00% Reduce -3.0% 160,869 $6.4M
Valmark Advisers, Inc. 0.10% Add +0.2% 157,734 $6.2M
Fairview Capital Investment Management, LLC 0.32% Add +1.9% 156,055 $6.2M
LPL Financial LLC 0.00% Add +8.0% 149,390 $5.9M
Equitable Holdings, Inc. 0.05% Add +2.3% 142,321 $5.6M
Total Wealth Planning, LLC 0.85% Add +5.8% 137,674 $5.4M
Wells Fargo & Company 0.00% Add +15.4% 130,837 $5.2M
Country Trust Bank 0.12% Reduce -6.8% 124,323 $4.9M
Awm Capital, LLC 0.58% Reduce -4.8% 119,464 $4.7M
US Bancorp \de 0.01% Reduce -21.4% 118,257 $4.7M
Traveka Wealth, LLC 2.53% Add +8.9% 116,005 $4.6M
Marathon Strategic Advisors, LLC 4.92% Add +8.7% 114,959 $4.5M
Strategic Financial Planning, Inc. 3.06% Add +6.5% 113,446 $4.5M
Upper Left Wealth Management, LLC 3.74% Add +1.8% 110,470 $4.4M
Sequoia Financial Advisors, LLC 0.04% New 104,082 $4.1M
Prime Capital Investment Advisors, LLC 0.06% Reduce -6.1% 102,315 $4.0M
Exencial Wealth Advisors, LLC 0.15% Reduce -5.1% 99,922 $4.0M
Marotta Asset Management 0.79% Add +2.4% 96,498 $3.8M
Avior Wealth Management, LLC 0.14% Add +9.1% 94,387 $3.7M
Cetera Investment Advisers 0.01% Reduce -0.6% 92,425 $3.7M
LPWM LLC 1.15% Add +24.3% 90,355 $3.6M
Warren Street Wealth Advisors, LLC 1.44% Add +3.5% 88,889 $3.5M
Townsquare Capital LLC 0.04% Add +26.6% 88,250 $3.5M
Financial Alternatives, Inc 2.34% Add +2.2% 83,741 $3.3M
Arvest Investments, Inc. 0.52% Reduce -4.3% 82,850 $3.3M
Mission Wealth Management, LP 0.08% Add +3.1% 80,751 $3.2M
UBS Group AG 0.00% Add +42.0% 77,837 $3.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -91.9% 77,117 $3.1M
First Citizens Bank & Trust Co. 0.05% Reduce -92.1% 71,906 $2.8M
Comprehensive Money Management Services LLC 2.33% — 71,568 $2.8M
Nwam LLC 0.17% Reduce -3.5% 70,523 $2.8M
Vista Capital Partners, Inc. 0.32% Add +37.6% 70,322 $2.8M
Gradient Capital Advisors, LLC 0.88% Add +6.8% 69,282 $2.7M
Maryland Capital Advisors Inc. 1.25% Add +5.1% 68,341 $2.7M
Disciplined Investments, LLC 1.32% Reduce -1.0% 67,588 $2.7M
Royal Bank of Canada 0.00% Reduce -59.6% 66,084 $2.6M
LifePlan Investment Advisors, Inc. 1.59% Reduce -0.6% 64,896 $2.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.5% 64,745 $2.6M
Cypress Point Wealth Management, LLC 0.79% Add +6.5% 64,199 $2.5M
Cerity Partners OCIO LLC 0.17% No change 63,054 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -20.0% 59,565 $2.4M
NewEdge Advisors, LLC 0.01% Add +5.8% 55,827 $2.2M
Transamerica Financial Advisors, LLC 0.22% Reduce -1.1% 55,688 $2.2M
Federation des caisses Desjardins du Quebec 0.01% Reduce -2.0% 54,793 $2.2M
Bear Mountain Capital, Inc. 0.84% Add +14.8% 54,427 $2.2M
Walkner Condon Financial Advisors LLC 0.43% Reduce -0.7% 53,413 $2.1M
Prairiewood Capital, LLC 0.87% Add +8.0% 51,322 $2.0M
Obsido Oy 1.82% — 51,098 $2.0M
Aletheian Wealth Advisors LLC 1.17% Add +2.3% 50,126 $2.0M
Focus Partners Advisor Solutions, LLC 0.03% Add +17.6% 47,804 $1.9M
Aspiriant, LLC 0.06% Reduce -1.1% 45,346 $1.8M
Cardiff Park Advisors, LLC 0.17% Add +3.6% 45,331 $1.8M
SVB Wealth LLC 0.03% Add +123.7% 45,071 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.6% 44,396 $1.8M
Citadel Advisors 0.00% Add +39.1% 43,176 $1.7M
Prosperity Planning, Inc. 0.75% Add +2.1% 41,660 $1.6M
Pictet North America Advisors SA 0.15% No change 40,022 $1.6M
Aire Advisors, LLC 0.32% Reduce -3.4% 39,843 $1.6M
Guggenheim Capital LLC 0.01% Add +5.9% 38,190 $1.5M
Focus Partners Wealth 0.00% Add +41.7% 37,300 $1.5M
Hancock Whitney Corp. 0.04% Add +51.7% 35,550 $1.4M
Mariner, LLC 0.00% Add +5.6% 34,437 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -4.3% 34,074 $1.3M
Canal Capital Management, LLC 0.22% No change 33,663 $1.3M
Farther Finance Advisors, LLC 0.05% Add +6.1% 33,115 $1.3M
Cambridge Advisors Inc. 0.29% No change 32,785 $1.3M
Deutsche Bank AG 0.00% Add +44.9% 32,596 $1.3M
Ariadne Wealth Management, LP 0.59% Reduce -3.9% 31,612 $1.3M
Lam Group, Inc. 0.90% Reduce -45.0% 32,015 $1.3M
Endowment Wealth Management, Inc. 0.85% Add +7.1% 31,961 $1.3M
Partners in Financial Planning 0.25% Reduce -2.6% 31,328 $1.2M
Blair William & Co. 0.00% Reduce -1.9% 30,258 $1.2M

"% 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 347 holders