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VNQI Institutional Ownership

Vanguard Global ex-U.S. Real Estate ETF
1W: -2.6% 1M: -6.1% 3M: -8.2% YTD: -8.8% 1Y: -8.1% 3Y: +24.3% 5Y: -10.5%
$41.96
-0.10 (-0.24%)
 
Weekly Expected Move ±1.4%
$41 $41 $42 $43 $43
ETF NASDAQ · AUM $3.4B

Institutional Ownership — VNQI

417
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
43
New Positions
135
Increased
145
Reduced
43
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (458 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Empower Advisory Group, LLC 15,483,969 $650M +911,504 +6.3% 14Q SEC ↗
2 CHARLES SCHWAB INVESTMENT MANAGEMENT I 4,856,956 $204M -200,982 -4.0% 9Q SEC ↗
3 Sixth Street Partners Management Compa NEW 4,856,956 $204M — +0.0% 1Q SEC ↗
4 Ballentine Partners, LLC 1,581,111 $66M +116 +0.0% 42Q SEC ↗
5 Creative Planning 847,958 $36M +82,197 +10.7% 59Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 839,993 $35M -29,938 -3.4% 58Q SEC ↗
7 ASSETMARK, INC 794,529 $33M +21,511 +2.8% 52Q SEC ↗
8 MORGAN STANLEY 738,255 $31M -54,278 -6.8% 60Q SEC ↗
9 UNITED CAPITAL FINANCIAL ADVISORS, LLC 717,752 $30M -34,710 -4.6% 28Q SEC ↗
10 BANK OF AMERICA CORP /DE 643,510 $27M -92,969 -12.6% 15Q SEC ↗
11 MANUFACTURERS LIFE INSURANCE COMPANY, 597,439 $25M -15,173 -2.5% 52Q SEC ↗
12 M&T Bank Corp 556,084 $23M +13,007 +2.4% 20Q SEC ↗
13 RAYMOND JAMES FINANCIAL INC 553,397 $23M -47,933 -8.0% 7Q SEC ↗
14 MOLLER WEALTH PARTNERS 511,167 $21M +28,184 +5.8% 26Q SEC ↗
15 Empirical Financial Services, LLC d.b. 500,022 $21M +46,789 +10.3% 59Q SEC ↗
16 CHILTON CAPITAL MANAGEMENT LLC 449,635 $19M +16,705 +3.9% 30Q SEC ↗
17 Chandler Asset Management, Inc. 446,505 $19M +21,450 +5.0% 13Q SEC ↗
18 Corient Private Wealth LP 378,349 $16M -235,035 -38.3% 15Q SEC ↗
19 Savant Capital, LLC 341,168 $14M +314,725 +1190.2% 14Q SEC ↗
20 GOLDMAN SACHS GROUP INC 321,678 $13M +132,734 +70.3% 15Q SEC ↗
21 UBS Group AG 311,233 $13M +86,572 +38.5% 47Q SEC ↗
22 JANE STREET GROUP, LLC 300,032 $13M +53,277 +21.6% 3Q SEC ↗
23 Betterment LLC 258,283 $11M +73 +0.0% 39Q SEC ↗
24 Payne Capital Management, LLC 237,574 $10M +10,174 +4.5% 7Q SEC ↗
25 Cypress Point Wealth Management, LLC 216,172 $9M +11,444 +5.6% 15Q SEC ↗
26 Rockwood Wealth Management, LLC 216,035 $9M -4,500 -2.0% 19Q SEC ↗
27 JMG Financial Group, Ltd. 211,317 $9M +2,316 +1.1% 48Q SEC ↗
28 EXENCIAL WEALTH ADVISORS, LLC 193,570 $8M +48,356 +33.3% 18Q SEC ↗
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 193,537 $8M +27,919 +16.9% 38Q SEC ↗
30 LPL Financial LLC 179,539 $8M +5,382 +3.1% 54Q SEC ↗
31 Mason Investment Advisory Services, In 175,711 $7M +15,584 +9.7% 30Q SEC ↗
32 COUNTRY TRUST BANK 163,467 $7M +2,839 +1.8% 43Q SEC ↗
33 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 152,061 $6M -1,777 -1.2% 42Q SEC ↗
34 CWM, LLC 143,800 $6M +20,076 +16.2% 18Q SEC ↗
35 Marathon Strategic Advisors, LLC 135,847 $6M +6,515 +5.0% 9Q SEC ↗
36 Asset Management One Co., Ltd. 134,610 $6M +8,270 +6.5% 4Q SEC ↗
37 Bank of New York Mellon Corp 133,585 $6M +7,345 +5.8% 48Q SEC ↗
38 US BANCORP \DE 132,230 $6M -13,028 -9.0% 62Q SEC ↗
39 Avior Wealth Management, LLC 128,421 $5M +4,458 +3.6% 36Q SEC ↗
40 WELLS FARGO & COMPANY/MN 125,818 $5M -421 -0.3% 63Q SEC ↗
41 Warren Street Wealth Advisors, LLC 120,572 $5M +5,201 +4.5% 18Q SEC ↗
42 Traveka Wealth, LLC 119,962 $5M +1,755 +1.5% 11Q SEC ↗
43 Marotta Asset Management 117,463 $5M +14,251 +13.8% 13Q SEC ↗
44 Cetera Investment Advisers 116,387 $5M +394 +0.3% 23Q SEC ↗
45 Strategic Financial Planning, Inc. NEW 115,681 $5M — +0.0% 1Q SEC ↗
46 ROYAL BANK OF CANADA 113,890 $5M -4,978 -4.2% 59Q SEC ↗
47 Amicus Financial Advisors, LLC 108,849 $5M -1,831 -1.7% 3Q SEC ↗
48 Factor Wealth Management LTD 108,197 $5M +43,042 +66.1% 7Q SEC ↗
49 Financial Alternatives, Inc 107,792 $5M +3,361 +3.2% 15Q SEC ↗
50 Urban Financial Advisory Corp 105,223 $4M +72,056 +217.3% 11Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Empower Advisory Group, LLC +911,504 +6.3% 15,483,969
Savant Capital, LLC +314,725 +1190.2% 341,168
GOLDMAN SACHS GROUP INC +132,734 +70.3% 321,678
UBS Group AG +86,572 +38.5% 311,233
Creative Planning +82,197 +10.7% 847,958
Urban Financial Advisory Corp +72,056 +217.3% 105,223
JANE STREET GROUP, LLC +53,277 +21.6% 300,032
Lynx Investment Advisory +50,210 +828.8% 56,268
EXENCIAL WEALTH ADVISORS, LLC +48,356 +33.3% 193,570
Empirical Financial Services, LLC d +46,789 +10.3% 500,022
Factor Wealth Management LTD +43,042 +66.1% 108,197
MOLLER WEALTH PARTNERS +28,184 +5.8% 511,167
NORTHWESTERN MUTUAL WEALTH MANAGEME +27,919 +16.9% 193,537
ASSETMARK, INC +21,511 +2.8% 794,529
Chandler Asset Management, Inc. +21,450 +5.0% 446,505
CITIZENS FINANCIAL GROUP INC/RI +20,452 +438.1% 25,120
CWM, LLC +20,076 +16.2% 143,800
CHILTON CAPITAL MANAGEMENT LLC +16,705 +3.9% 449,635
Wealthfront Advisers LLC +15,761 +48.6% 48,224
Mason Investment Advisory Services, +15,584 +9.7% 175,711
Biggest Decreases (20)
HolderReducedChange %Total Shares
Corient Private Wealth LP -235,035 -38.3% 378,349
CHARLES SCHWAB INVESTMENT MANAGEMEN -200,982 -4.0% 4,856,956
CITADEL ADVISORS LLC -172,216 -89.9% 19,426
BANK OF AMERICA CORP /DE -92,969 -12.6% 643,510
JPMORGAN CHASE & CO -73,376 -49.5% 74,934
Focus Partners Wealth -67,972 -61.5% 42,543
Prime Capital Investment Advisors, -56,611 -72.2% 21,820
MORGAN STANLEY -54,278 -6.8% 738,255
RAYMOND JAMES FINANCIAL INC -47,933 -8.0% 553,397
Dunhill Financial, LLC -37,625 -56.0% 29,505
SENTINEL TRUST CO LBA -36,913 -70.0% 15,800
UNITED CAPITAL FINANCIAL ADVISORS, -34,710 -4.6% 717,752
ENVESTNET ASSET MANAGEMENT INC -29,938 -3.4% 839,993
Lifetime Wealth Management P.C. -20,638 -75.6% 6,675
AWM CAPITAL, LLC -16,099 -20.8% 61,363
SUSQUEHANNA INTERNATIONAL GROUP, LL -15,198 -19.4% 63,335
MANUFACTURERS LIFE INSURANCE COMPAN -15,173 -2.5% 597,439
US BANCORP \DE -13,028 -9.0% 132,230
Evanson Asset Management, LLC -8,758 -43.8% 11,257
Wedmont Private Capital -7,448 -59.0% 5,184

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms