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Vanguard Real Estate ETF

1,641 hedge funds and large institutions have $27.6B invested in Vanguard Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 757 increasing their positions, 595 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 595

0.48% less ownership

Funds ownership: 59.71%59.23% (-0.48%)

2% less funds holding

Funds holding: 1,6781,641 (-37)

6% less capital invested

Capital invested by funds: $29.3B → $27.6B (-$1.66B)

7% less funds holding in top 10

Funds holding in top 10: 169158 (-11)

13% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 123

53% less call options, than puts

Call options by funds: $84M | Put options by funds: $178M

Holders
1,641
Holders Change
-37
Holders Change %
-2.21%
% of All Funds
25.88%
Holding in Top 10
158
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.51%
% of All Funds
2.49%
New
107
Increased
757
Reduced
595
Closed
123
Calls
$84M
Puts
$178M
Net Calls
-$94.4M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
251
Webster Bank
Connecticut
$9.66M -$1.7M -16,077 -15%
BWS
252
BCR Wealth Strategies
Alabama
$9.54M +$124K +1,174 +1%
PFPT
253
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.47M +$362K +3,424 +4%
D.E. Shaw & Co
254
D.E. Shaw & Co
New York
$9.31M -$9.08M -85,800 -50%
PT
255
Plimoth Trust
Massachusetts
$9.25M -$34.8K -329 -0.4%
FWM
256
FFT Wealth Management
Pennsylvania
$9.21M +$529 +5 +0%
VC
257
Vestor Capital
Illinois
$9.16M -$138K -1,300 -2%
SW
258
SVB Wealth
Massachusetts
$9.11M -$804K -7,600 -8%
WPW
259
Waldron Private Wealth
Pennsylvania
$9.09M +$29K +274 +0.3%
CI
260
Cordant Inc
Oregon
$9.01M -$416K -3,930 -5%
Cohen & Steers
261
Cohen & Steers
New York
$8.98M -$1.01M -9,569 -10%
GWA
262
GGM Wealth Advisors
Maryland
$8.97M +$263K +2,482 +3%
PRWA
263
Platte River Wealth Advisors
Colorado
$8.94M +$201K +1,895 +2%
RIM
264
Rockbridge Investment Management
New York
$8.92M -$180K -1,698 -2%
MCM
265
Maryland Capital Management
Maryland
$8.9M +$263K +2,484 +3%
FA
266
FC Advisory
Pennsylvania
$8.82M +$10.6K +100 +0.1%
CCM
267
Coldstream Capital Management
Washington
$8.81M +$483K +4,564 +6%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$8.81M +$3.4M +32,120 +65%
KCM
269
Kanawha Capital Management
Virginia
$8.78M +$9.21K +87 +0.1%
RA
270
Rodgers & Associates
Pennsylvania
$8.73M -$33.4K -316 -0.4%
TI
271
Truepoint Inc
Ohio
$8.67M -$4.94M -46,662 -37%
FW
272
Fidato Wealth
Ohio
$8.67M +$165K +1,557 +2%
PFG
273
Pinnacle Financial Group
Illinois
$8.64M -$210K -1,988 -2%
G
274
GenTrust
Florida
$8.59M -$2.82M -26,662 -25%
TWP
275
Total Wealth Planning
Ohio
$8.57M +$4.96M +46,873 +145%

VNQ Hedge Fund Activity: Q1 2022 in Review

1,641 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2022, worth a combined $27.6B — down 5.7% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VNQ and 107 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 757 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $261M. The largest seller was JP Morgan Chase, cutting an estimated $351M.

  • 1,641 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2022, down from 1,678 in Q4 2021.
  • Funds reported $27.6B of Vanguard Real Estate ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 107 funds opened new Vanguard Real Estate ETF positions in Q1 2022 and 123 closed out, a net change of -16 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $261M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2022 was JP Morgan Chase, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2022.