Who owns VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND (VNQI)
Which tracked institutional funds hold VNQI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VNQI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
50 tracked funds added or opened VNQI while 39 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VNQI’s largest tracked holder by dollar value, Empower Advisory Group, LLC, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VNQI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 351 tracked filers holding VNQI, 168 increased or opened the position and 166 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VNQI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- Evelyn Partners Group Ltd$7M
- Strategic Financial Planning, Inc.$5M
- Value Investment Professionals, LLC$4M
- MARYLAND CAPITAL ADVISORS INC.$3M
- NewEdge Advisors, LLC$2M
- Hazelview Securities Inc.$1M
Full exits 19
- Betterment LLC$11M
- FLOW TRADERS U.S. LLC$11M
- Equitable Holdings, Inc.$10M
- EXENCIAL WEALTH ADVISORS, LLC$9M
- CWM, LLC$6M
- Strategic Wealth Advisors LLC$3M
Largest adds
- Empower Advisory Group, LLC$47M
- Savant Capital, LLC$15M
- GOLDMAN SACHS GROUP INC$6M
- M&T Bank Corp$5M
- Creative Planning$4M
- UBS Group AG$4M
Largest trims
- Corient Private Wealth LP$10M
- CITADEL ADVISORS LLC$8M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$7M
- BANK OF AMERICA CORP /DE/$4M
- JPMORGAN CHASE & CO$3M
- Focus Partners Wealth$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Empower Advisory Group, LLC added | 15,483,969 | $694M | 39.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 4,856,956 | $218M | 12.5% | 2026-Q2 |
| Ballentine Partners, LLC added | 1,581,111 | $71M | 4.1% | 2026-Q2 |
| Creative Planning added | 847,958 | $38M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 839,993 | $38M | 2.2% | 2026-Q2 |
| ASSETMARK, INC added | 794,529 | $36M | 2.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 738,255 | $33M | 1.9% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 717,752 | $32M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 643,510 | $29M | 1.7% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 597,439 | $27M | 1.5% | 2026-Q2 |
| M&T Bank Corp added | 556,084 | $25M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 553,397 | $25M | 1.4% | 2026-Q2 |
| MOLLER WEALTH PARTNERS added | 511,167 | $23M | 1.3% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 500,022 | $22M | 1.3% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC added | 449,635 | $20M | 1.2% | 2026-Q2 |
| Chandler Asset Management, Inc. added | 446,505 | $20M | 1.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 378,370 | $17M | 1.0% | 2026-Q2 |
| Savant Capital, LLC added | 341,168 | $16M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 321,678 | $14M | 0.8% | 2026-Q2 |
| UBS Group AG added | 311,233 | $14M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 300,032 | $13M | 0.8% | 2026-Q2 |
| Payne Capital Management, LLC added | 237,574 | $11M | 0.6% | 2026-Q2 |
| Cypress Point Wealth Management, LLC added | 216,172 | $10M | 0.6% | 2026-Q2 |
| Rockwood Wealth Management, LLC trimmed | 216,035 | $10M | 0.6% | 2026-Q2 |
| JMG Financial Group, Ltd. added | 211,317 | $9M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 193,537 | $9M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 179,539 | $8M | 0.5% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. added | 175,711 | $8M | 0.5% | 2026-Q2 |
| COUNTRY TRUST BANK added | 163,467 | $7M | 0.4% | 2026-Q2 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 152,061 | $7M | 0.4% | 2026-Q2 |
| Marathon Strategic Advisors, LLC added | 135,847 | $6M | 0.4% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 134,610 | $6M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 133,585 | $6M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 132,230 | $6M | 0.3% | 2026-Q2 |
| Avior Wealth Management, LLC added | 128,421 | $6M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 125,818 | $6M | 0.3% | 2026-Q2 |
| Warren Street Wealth Advisors, LLC added | 120,572 | $5M | 0.3% | 2026-Q2 |
| Traveka Wealth, LLC added | 119,962 | $5M | 0.3% | 2026-Q2 |
| Marotta Asset Management added | 117,463 | $5M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 116,387 | $5M | 0.3% | 2026-Q2 |
| Strategic Financial Planning, Inc. trimmed | 115,681 | $5M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 113,890 | $5M | 0.3% | 2026-Q2 |
| Amicus Financial Advisors, LLC trimmed | 108,849 | $5M | 0.3% | 2026-Q2 |
| Factor Wealth Management LTD added | 108,197 | $5M | 0.3% | 2026-Q2 |
| Financial Alternatives, Inc added | 107,792 | $5M | 0.3% | 2026-Q2 |
| Urban Financial Advisory Corp added | 105,223 | $5M | 0.3% | 2026-Q2 |
| Heartland Bank & Trust Co added | 104,657 | $5M | 0.3% | 2026-Q2 |
| Upper Left Wealth Management, LLC added | 103,135 | $5M | 0.3% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. trimmed | 100,765 | $5M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 95,762 | $4M | 0.2% | 2026-Q2 |
| VISTA CAPITAL PARTNERS, INC. added | 95,755 | $4M | 0.2% | 2026-Q2 |
| Comprehensive Money Management Services LLC added | 91,834 | $4M | 0.2% | 2026-Q2 |
| Gradient Capital Advisors, LLC added | 86,245 | $4M | 0.2% | 2026-Q2 |
| LPWM LLC added | 83,058 | $4M | 0.2% | 2026-Q2 |
| BluePrint Investing LLC trimmed | 82,939 | $4M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 80,137 | $4M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 79,415 | $4M | 0.2% | 2026-Q2 |
| Old Port Advisors added | 76,018 | $3M | 0.2% | 2026-Q2 |
| Prairiewood Capital, LLC added | 75,437 | $3M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 74,934 | $3M | 0.2% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 73,027 | $7M | 0.4% | 2026-Q2 |
| LifePlan Investment Advisors, Inc. added | 71,578 | $3M | 0.2% | 2026-Q2 |
| Obsido Oy added | 71,416 | $3M | 0.2% | 2026-Q2 |
| MARYLAND CAPITAL ADVISORS INC. trimmed | 69,091 | $3M | 0.2% | 2026-Q2 |
| Aletheian Wealth Advisors LLC added | 68,569 | $3M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 63,335 | $3M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 62,866 | $3M | 0.2% | 2026-Q2 |
| AWM CAPITAL, LLC trimmed | 61,363 | $3M | 0.2% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 60,243 | $3M | 0.2% | 2026-Q2 |
| Disciplined Investments, LLC trimmed | 59,999 | $3M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 57,799 | $3M | 0.1% | 2026-Q2 |
| Hamrick Investment Counsel, llc added | 57,548 | $3M | 0.1% | 2026-Q2 |
| Lynx Investment Advisory added | 56,268 | $3M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 54,877 | $2M | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 53,202 | $2M | 0.1% | 2026-Q2 |
| Bear Mountain Capital, Inc. added | 52,396 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 50,000 | $2M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 49,656 | $2M | 0.1% | 2026-Q2 |
| Prosperity Planning, Inc. added | 49,434 | $2M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC added | 48,224 | $2M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 47,544 | $2M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 45,531 | $2M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 45,255 | $2M | 0.1% | 2026-Q2 |
| SeedSafe Financial LLC added | 44,298 | $2M | 0.1% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 44,094 | $2M | 0.1% | 2026-Q2 |
| Eagle Bay Advisors LLC added | 43,120 | $2M | 0.1% | 2026-Q2 |
| Value Investment Professionals, LLC new | 43,078 | $4M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 42,543 | $2M | 0.1% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 40,966 | $2M | 0.1% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 40,507 | $2M | 0.1% | 2026-Q2 |
| ASPIRIANT, LLC added | 40,400 | $2M | 0.1% | 2026-Q2 |
| Pictet North America Advisors SA | 40,022 | $2M | 0.1% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 39,929 | $2M | 0.1% | 2026-Q2 |
| DOPKINS WEALTH MANAGEMENT, LLC added | 37,734 | $2M | 0.1% | 2026-Q2 |
| Haven Private, LLC trimmed | 37,243 | $2M | 0.1% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC trimmed | 37,072 | $2M | 0.1% | 2026-Q2 |
| Canal Capital Management, LLC | 37,055 | $2M | 0.1% | 2026-Q2 |
| Cambridge Advisors Inc. | 36,435 | $2M | 0.1% | 2026-Q2 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 36,107 | $2M | 0.1% | 2026-Q2 |
| Verde Capital Management added | 34,405 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.