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Get Institutions for : 
Vanguard Global Ex-US Real Estate Index (VNQI)  
$42.26 0.35 (0.84%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 345    9
Total shares held : 
 51,287,236  
% of shares held : 
 58.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 3,640,163  
% of shares held change : 
   4.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.41  
Last Quarter's Ending Price : 
 $42.59  
Last Quarter's Average Price : 
 $39.88  
Change from last quarter's     
avg. price to the last closing  : 
2.38 (5.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 459,135
 0.9%
 
Increased Positions :
105
 7,366,255
 14.36%
 
Unchanged Positions :
84
 1,226,672
 2.39%
 
Decreased Positions :
116
-3,873,170
-7.55%
 
Closed Positions :
31
-312,057
-0.61%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Empower Advisory Group LLC 10 - 2024-03-31 14,503,332 $611,170,000 624,016
   Personal Capital Advisors Corp 7 - 2022-12-31 11,928,974 $493,144,000 1,310,012
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 36 - 2023-12-31 6,798,219 $289,536,000 316,428
   GOLDMAN SACHS GROUP INC/ 339 - 2023-12-31 6,292,828 $268,012,000 2,805,500
   BALLENTINE FINN & COMPANY INC 17 - 2024-03-31 1,228,825 $51,783,000 19,630
   Envestnet Portfolio Solutions Inc. 76 - 2023-12-31 972,776 $41,431,000 887,101
   MORGAN STANLEY 2070 - 2023-12-31 833,324 $35,491,000 41,101
   BANK OF AMERICA CORP /DE/ 1400 - 2023-12-31 803,147 $34,206,000 29,902
   MANUFACTURERES LIFE INSURANCE CO 494 - 2023-12-31 674,672 $28,734,000 48,131
   CI Private Wealth LLC 333 - 2023-12-31 622,430 $26,509,000 88,971
   LINCOLN NATIONAL CORP - 2024-03-31 620,179 $26,134,000 25,235
   CREATIVE PLANNING 221 - 2023-12-31 542,348 $23,099,000 35,666
   Bank Julius Baer & Co. Ltd Zurich 118 - 2023-12-31 433,476 $18,462,000 4,785
   EMPIRICAL FINANCIAL SERVICES, LLC 33 - 2023-12-31 380,682 $16,213,000 58,302
   CHILTON CAPITAL MANAGEMENT LLC 54 - 2023-12-31 375,358 $15,986,000 129,185
   Rockwood Wealth Management LLC 14 - 2024-03-31 358,599 $15,111,000 40,682
   MOLLER FINANCIAL SERVICES 9 - 2024-03-31 355,142 $14,966,000 6,522
   BBJS FINANCIAL ADVISORS LLC 8 - 2023-12-31 236,489 $10,072,000 17,884
   Ellevest Inc. 24 - 2023-12-31 218,608 $9,311,000 4,809
   Chandler Asset Management Inc. 9 - 2023-12-31 178,715 $7,611,000 3,985
   Total Wealth Planning LLC 24 - 2024-03-31 139,213 $5,866,000 270
   MERRIMAN WEALTH MANAGEMENT, LLC 55 - 2023-12-31 100,704 $4,289,000 94,148
   Strategic Financial Planning Inc. 11 - 2024-03-31 100,294 $4,226,000 3,520
   Traveka Wealth LLC 14 - 2024-03-31 97,854 $4,124,000 10,799
   Upper Left Wealth Management LLC 8 - 2024-03-31 97,307 $4,101,000 925
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 585 - 2023-12-31 95,331 $4,060,000 12,596
   LPL FINANCIAL CORP 1830 - 2023-12-31 93,330 $3,975,000 29,838
   MISSION WEALTH MANAGEMENT LLC - 2024-03-31 83,649 $3,525,000 8,655
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 81,287 $3,425,000 7,267
   Warren Street Wealth Advisors LLC - 2024-03-31 77,668 $3,273,000 3,213
   SCHRODER INVESTMENT MANAGEMENT GROUP 789 - 2023-12-31 74,161 $3,159,000 3,435
   LPWM LLC 20 - 2024-03-31 69,555 $2,847,000 1,794
   Farther Finance Advisors LLC 98 - 2023-12-31 64,411 $2,743,000 54,943
   MARYLAND CAPITAL ADVISORS INC. 12 - 2024-03-31 62,136 $2,618,000 2,911
   Alhambra Investment Partners LLC 16 - 2024-03-31 57,789 $2,435,000 7,750
   VISTA CAPITAL PARTNERS, INC. - 2024-03-31 55,025 $2,319,000 781
   Walkner Condon Financial Advisors LLC 55 - 2024-03-31 54,877 $2,312,000 332
   CUTLER INVESTMENT COUNSEL LLC - 2024-03-31 54,125 $2,281,000 713
   LAM GROUP INC. 18 - 2024-03-31 50,140 $2,113,000 9,645
   Goss Wealth Management LLC 635 - 2023-12-31 51,723 $2,083,000 3,368
   AIRE ADVISORS LLC 45 - 2023-12-31 47,277 $2,014,000 34,197
   CARDIFF PARK ADVISORS LLC 60 - 2023-12-31 45,818 $1,951,000 1,129
   Prairiewood Capital LLC 21 - 2024-03-31 45,196 $1,905,000 4,855
   Aletheian Wealth Advisors LLC 27 - 2024-03-31 42,487 $1,790,000 6,485
   Prosperity Planning Inc. 28 - 2024-03-31 36,975 $1,558,000 2,279
   MARINER WEALTH ADVISORS, LLC 1175 - 2023-12-31 36,289 $1,546,000 17,075
   COMMONWEALTH EQUITY SERVICES LLC. 1960 - 2024-03-31 35,058 $1,477,000 1,736
   Equitable Holdings Inc. 490 - 2023-12-31 33,839 $1,441,000 1,170
   CITADEL ADVISORS LLC 2629 - 2023-12-31 32,551 $1,386,000 22,754
   GUGGENHEIM CAPITAL LLC 1010 - 2023-12-31 31,814 $1,355,000 1,438
   Cambridge Advisors Inc. 55 - 2024-03-31 30,925 $1,303,000 1,368
   Steward Partners Investment Advisory LLC 663 - 2023-12-31 27,786 $1,183,000 27,665
   Endowment Wealth Management Inc. 28 - 2023-12-31 27,235 $1,160,000 276
   Stone Point Wealth LLC - 2024-03-31 26,284 $1,108,000 3,564
   Lido Advisors LLC 521 - 2023-12-31 25,411 $1,082,000 1,911
   DEUTSCHE BANK AG 1905 - 2023-12-31 25,385 $1,081,000 24,762
   VANGUARD GROUP INC 3799 - 2023-12-31 25,299 $1,077,000 2,302
   Verde Capital Management 31 - 2024-03-31 21,045 $887,000 4,687
   REGAL INVESTMENT ADVISORS, LLC 249 - 2023-12-31 19,296 $822,000 266
   DOPKINS WEALTH MANAGEMENT LLC - 2023-12-31 18,262 $778,000 1,951
   LIBERTY ONE INVESTMENT MANAGEMENT LLC - 2024-03-31 17,729 $747,000 539
   PHILLIPS FINANCIAL MANAGEMENT LLC 117 - 2024-03-31 16,435 $693,000 1,768
   WASHINGTON TRUST BANK 115 - 2023-12-31 16,223 $691,000 450
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 15,240 $642,000 1,548
   Foster Group Inc. 110 - 2024-03-31 15,240 $642,000 215
   PNC FINANCIAL SERVICES GROUP INC 1371 - 2023-12-31 14,812 $631,000 276
   North Ridge Wealth Advisors Inc. 26 - 2024-03-31 14,925 $629,000 643
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2074 - 2024-03-31 14,686 $619,000 3,215
   ALESCO ADVISORS LLC 111 - 2023-12-31 14,035 $598,000 4,730
   Total Clarity Wealth Management Inc. 131 - 2024-03-31 14,114 $595,000 576
   HPM Partners LLC - 2023-12-31 923,900 $544,000 893,723
   WEBSTERROGERS FINANCIAL ADVISORS LLC 44 - 2023-12-31 12,569 $535,000 1,718
   FINANCIAL ENGINES ADVISORS L.L.C. 225 - 2023-12-31 11,735 $500,000 11,735
   KRAFT ASSET MANAGEMENT LLC 26 - 2023-12-31 11,107 $473,000 410
   Wealthfront Advisers LLC 749 - 2024-03-31 10,155 $428,000 768
   EFFICIENT ADVISORS, LLC 58 - 2023-12-31 9,715 $414,000 355
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2717 - 2024-03-31 8,456 $356,000 439
   Cresset Asset Management LLC 1393 - 2023-12-31 8,175 $348,000 1,753
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 722 - 2024-03-31 7,377 $311,000 7,377
   MULTIFINANCIAL SECURITIES CORP 1419 - 2023-12-31 7,019 $299,000 189
   Ellis Investment Partners LLC 184 - 2024-03-31 6,727 $283,000 6
   Keystone Financial Group 235 - 2023-12-31 6,200 $264,000 70
   RICHARDSON FINANCIAL SERVICES INC. - 2024-03-31 6,149 $259,000 466
   MML INVESTORS SERVICES LLC 2149 - 2023-12-31 5,920 $252,000 632
   PAX Financial Group LLC 207 - 2023-12-31 5,413 $219,000 124
   NATIONAL ASSET MANAGEMENT, INC. 1214 - 2023-12-31 5,089 $217,000 5,089
   MBB PUBLIC MARKETS I LLC 88 - 2023-12-31 5,000 $213,000 5,000
   ZRC WEALTH MANAGEMENT LLC 106 - 2024-03-31 4,850 $204,000 6
   AlphaCentric Advisors LLC 131 - 2024-03-31 4,430 $187,000 48
   COMERICA BANK 2293 - 2023-12-31 4,113 $175,000 66
   JOHNSON FINANCIAL GROUP, INC. 340 - 2023-12-31 3,170 $135,000 903
   Family CFO Inc 34 - 2024-03-31 3,189 $134,000 79
   Knights of Columbus Asset Advisors LLC 350 - 2023-12-31 2,000 $85,000 265
   RFP Financial Group LLC 150 - 2023-12-31 1,915 $82,000 70
   HANSON MCCLAIN, INC. 1104 - 2024-03-31 1,862 $78,000 1,812
   Global Retirement Partners LLC 1254 - 2024-03-31 1,599 $67,000 15
   AdvisorNet Financial Inc 870 - 2024-03-31 939 $40,000 632
   PRIVATE TRUST CO NA 1217 - 2024-03-31 843 $36,000 57
   ORG Partners LLC 530 - 2023-12-31 784 $33,000 13
   MACQUARIE GROUP LTD 1541 - 2023-12-31 720 $31,000 500
  100 Records found
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