Vanguard GLBL Ex-US Real EstVNQIETF

13F holders, Q1 2025 (March 31)
347holders
44new positions
40sold out
2famous investors
$40.57avg. 13F price*

At the end of Q1 2025, 347 institutions reported holding Vanguard GLBL Ex-US Real Est (VNQI) in their 13F filings, unchanged from Q4 2024. 44 opened new positions and 40 sold out. The largest holders were Empower Advisory Group, LLC ($677.2M), Charles Schwab Investment Management Inc. ($231.1M) and Ballentine Partners, LLC ($57.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions44$19.4M
Exits40$27.8M

All 13F filers, Q4 2024 → Q1 2025: 1,442,479 shares bought and 2,135,471 shares sold, net −692,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 347 holders

Empower Advisory Group, LLC 2.21% Add +1.3% 16,737,874 $677.2M
Charles Schwab Investment Management Inc. 0.04% Reduce -3.1% 5,711,673 $231.1M
Ballentine Partners, LLC 1.00% Add +8.9% 1,427,084 $57.7M
Envestnet Asset Management Inc. 0.02% Add +1.0% 1,391,331 $56.3M
United Capital Financial Advisors, LLC 0.47% Reduce -0.6% 1,348,763 $54.6M
Corient Private Wealth LP 0.05% Add +28.8% 817,427 $33.1M
Morgan Stanley 0.00% Reduce -0.3% 815,959 $33.0M
Lincoln National Corp. 0.89% Add +3.0% 680,844 $27.5M
Manufacturers Life Insurance Company, The 0.03% Reduce -3.0% 679,011 $27.5M
Assetmark, Inc. 0.07% Reduce -1.2% 659,177 $26.7M
Bank of America Corp. 0.00% Reduce -11.8% 655,762 $26.5M
Creative Planning 0.02% Add +1.9% 536,177 $21.7M
M&T Bank Corp 0.07% Add +0.1% 497,185 $20.1M
Goldman Sachs Group Inc. 0.00% Reduce -26.8% 477,280 $19.3M
Moller Wealth Partners 4.04% Add +9.0% 403,826 $16.3M
Chilton Capital Management LLC 0.64% Add +0.8% 363,710 $14.7M
Rockwood Wealth Management, LLC 1.50% Reduce -11.1% 362,643 $14.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.37% Add +7.5% 352,859 $14.3M
Kestra Advisory Services, LLC 0.06% New 189,248 $11.5M
Ellevest, Inc. 0.63% Reduce -8.9% 234,918 $9.5M
Chandler Asset Management, Inc. 1.59% Add +11.7% 209,000 $8.5M
JMG Financial Group, Ltd. 0.27% Reduce -4.7% 197,720 $8.0M
JPMorgan Chase & Co. 0.00% Reduce -3.2% 193,844 $7.8M
Payne Capital Management, LLC 3.17% Add +8.8% 183,487 $7.4M
Betterment LLC 0.02% Add +5.1% 180,111 $7.3M
Mason Investment Advisory Services, Inc. 0.41% Add +3.6% 169,804 $6.9M
Valmark Advisers, Inc. 0.10% Add +5.5% 166,425 $6.7M
Country Trust Bank 0.16% Add +26.0% 156,625 $6.3M
Fairview Capital Investment Management, LLC 0.33% Reduce -2.0% 152,986 $6.2M
LPL Financial LLC 0.00% Add +1.0% 150,887 $6.1M
Awm Capital, LLC 0.69% Add +22.6% 146,405 $5.9M
Total Wealth Planning, LLC 0.86% Add +1.1% 139,142 $5.6M
Equitable Holdings, Inc. 0.05% Reduce -2.6% 138,593 $5.6M
Bank of New York Mellon Corp 0.00% Reduce -14.5% 137,538 $5.6M
Traveka Wealth, LLC 2.82% Add +7.3% 124,529 $5.0M
Prime Capital Investment Advisors, LLC 0.06% Add +20.8% 123,552 $5.0M
Wells Fargo & Company 0.00% Reduce -8.8% 119,383 $4.8M
Marathon Strategic Advisors, LLC 5.06% Add +1.2% 116,336 $4.7M
Cetera Investment Advisers 0.01% Add +23.1% 113,765 $4.6M
Strategic Financial Planning, Inc. 3.17% Add +0.1% 113,508 $4.6M
Exencial Wealth Advisors, LLC 0.17% Add +10.9% 110,830 $4.5M
Marotta Asset Management 0.87% Reduce -2.3% 94,250 $4.4M
Upper Left Wealth Management, LLC 3.11% Reduce -3.1% 107,067 $4.3M
Warren Street Wealth Advisors, LLC 1.56% Add +10.6% 98,343 $4.0M
Townsquare Capital LLC 0.04% Add +10.7% 97,715 $4.0M
Avior Wealth Management, LLC 0.15% Add +3.5% 97,673 $4.0M
LPWM LLC 1.26% Add +7.1% 96,760 $3.9M
Financial Alternatives, Inc 2.58% Add +6.8% 89,467 $3.6M
Arvest Investments, Inc. 0.54% Add +2.3% 84,766 $3.4M
Gradient Capital Advisors, LLC 1.00% Add +9.0% 75,537 $3.1M
Comprehensive Money Management Services LLC 2.43% Add +4.1% 74,483 $3.0M
US Bancorp \de 0.00% Reduce -38.0% 73,277 $3.0M
Mission Wealth Management, LP 0.07% Reduce -9.8% 72,803 $2.9M
LifePlan Investment Advisors, Inc. 1.66% Add +10.1% 71,457 $2.9M
Sequoia Financial Advisors, LLC 0.02% Reduce -31.7% 71,065 $2.9M
Maryland Capital Advisors Inc. 1.24% Add +2.0% 69,710 $2.8M
Royal Bank of Canada 0.00% Add +3.2% 68,177 $2.8M
Disciplined Investments, LLC 1.23% Reduce -2.2% 66,073 $2.7M
Cerity Partners OCIO LLC 0.14% No change 63,054 $2.6M
Cypress Point Wealth Management, LLC 0.79% Reduce -4.1% 61,556 $2.5M
Osaic Holdings, Inc. 0.01% Reduce -88.6% 60,771 $2.5M
Transamerica Financial Advisors, LLC 0.25% Add +8.4% 60,366 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.5% 59,855 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -23.7% 58,813 $2.4M
NewEdge Advisors, LLC 0.01% Add +3.7% 57,882 $2.3M
Vista Capital Partners, Inc. 0.28% Reduce -18.0% 57,681 $2.3M
First Citizens Bank & Trust Co. 0.06% Reduce -21.6% 56,343 $2.3M
Aletheian Wealth Advisors LLC 1.28% Add +11.8% 56,061 $2.3M
Focus Partners Advisor Solutions, LLC 0.03% Add +17.0% 55,911 $2.3M
Bear Mountain Capital, Inc. 0.87% Reduce -2.6% 53,007 $2.3M
Raymond James Financial Inc. 0.00% Add +148.0% 55,851 $2.3M
Prairiewood Capital, LLC 0.91% Add +8.3% 55,555 $2.2M
Old Mission Capital LLC 0.04% New 54,430 $2.2M
UBS Group AG 0.00% Reduce -30.6% 54,012 $2.2M
Obsido Oy 1.85% Add +4.6% 53,444 $2.2M
Walkner Condon Financial Advisors LLC 0.43% Reduce -0.5% 53,126 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -5.1% 51,997 $2.1M
Citadel Advisors 0.00% Add +14.4% 49,413 $2.0M
Deutsche Bank AG 0.00% Add +38.0% 45,000 $1.8M
Cardiff Park Advisors, LLC 0.17% Reduce -2.5% 44,210 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.4% 42,443 $1.7M
Aspiriant, LLC 0.06% Reduce -6.7% 42,303 $1.7M
Prosperity Planning, Inc. 0.77% Add +1.1% 42,111 $1.7M
Focus Partners Wealth 0.00% Add +10.6% 41,261 $1.7M
Pictet North America Advisors SA 0.16% No change 40,022 $1.6M
Partners Capital Investment Group, LLP 0.03% Add +331.0% 39,710 $1.6M
Guggenheim Capital LLC 0.01% Add +2.3% 39,080 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +14.7% 39,075 $1.6M
Canal Capital Management, LLC 0.25% Add +10.3% 37,115 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -37.7% 37,083 $1.5M
Freedom Investment Management, Inc. 0.12% Add +24.1% 36,272 $1.5M
Farther Finance Advisors, LLC 0.04% Add +8.8% 36,044 $1.5M
Dopkins Wealth Management, LLC 0.74% Add +32.2% 36,140 $1.5M
Mariner, LLC 0.00% Add +1.7% 35,019 $1.4M
Ariadne Wealth Management, LP 0.72% Reduce -0.0% 31,607 $1.4M
Cambridge Advisors Inc. 0.29% No change 32,785 $1.3M
Endowment Wealth Management, Inc. 0.82% Reduce -1.6% 31,467 $1.3M
Vanguard Group Inc. 0.00% Add +15.0% 30,946 $1.3M
Partners in Financial Planning 0.25% Reduce -2.9% 30,432 $1.2M
Stone Summit Wealth LLC 0.41% Add +5.1% 29,958 $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