We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

1,575 hedge funds and large institutions have $22.1B invested in Vanguard Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 657 increasing their positions, 634 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 634

0.75% less ownership

Funds ownership: 59.23%58.49% (-0.75%)

4% less funds holding

Funds holding: 1,6411,575 (-66)

11% less funds holding in top 10

Funds holding in top 10: 158140 (-18)

20% less capital invested

Capital invested by funds: $27.6B → $22.1B (-$5.54B)

34% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 148

78% less call options, than puts

Call options by funds: $59.3M | Put options by funds: $271M

Holders
1,575
Holders Change
-66
Holders Change %
-4.02%
% of All Funds
26.53%
Holding in Top 10
140
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.39%
% of All Funds
2.36%
New
97
Increased
657
Reduced
634
Closed
148
Calls
$59.3M
Puts
$271M
Net Calls
-$212M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
251
Transamerica Financial Advisors
Florida
$8.02M +$8.7M +87,233 +11,950%
FA
252
FC Advisory
Pennsylvania
$8.01M +$656K +6,586 +8%
EGWAG
253
Elwood & Goetz Wealth Advisory Group
Georgia
$7.97M +$865K +8,679 +11%
BWS
254
BCR Wealth Strategies
Alabama
$7.97M -$53.4K -536 -0.6%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$7.92M +$565K +5,670 +7%
LFS
256
Lutz Financial Services
Nebraska
$7.87M -$2.02M -20,260 -19%
PFG
257
Pinnacle Financial Group
Illinois
$7.87M +$657K +6,596 +8%
MA
258
MAS Advisors
Florida
$7.75M -$334K -3,350 -4%
FWM
259
FFT Wealth Management
Pennsylvania
$7.75M +$6.68K +67 +0.1%
VC
260
Vestor Capital
Illinois
$7.63M -$80.7K -810 -1%
WFA
261
West Financial Advisors
Iowa
$7.62M +$7.43M +74,563 +827%
WB
262
Webster Bank
Connecticut
$7.58M -$593K -5,948 -7%
WPW
263
Waldron Private Wealth
Pennsylvania
$7.51M -$152K -1,522 -2%
MCM
264
Maryland Capital Management
Maryland
$7.47M -$20K -201 -0.2%
CCA
265
Checchi Capital Advisers
California
$7.44M +$1.25M +12,524 +20%
PRWA
266
Platte River Wealth Advisors
Colorado
$7.36M -$166K -1,668 -2%
PT
267
Plimoth Trust
Massachusetts
$7.34M -$482K -4,831 -6%
RA
268
Rodgers & Associates
Pennsylvania
$7.32M -$20.4K -205 -0.3%
FA
269
Forefront Analytics
Pennsylvania
$7.32M -$2.9M -29,064 -27%
KCM
270
Kanawha Capital Management
Virginia
$7.3M -$91.4K -917 -1%
MIA
271
MainStreet Investment Advisors
Illinois
$7.29M -$4.44M -44,525 -36%
Natixis Advisors
272
Natixis Advisors
Massachusetts
$7.27M +$1.05M +10,521 +15%
TWP
273
Total Wealth Planning
Ohio
$7.24M +$38.7K +388 +0.5%
FW
274
Fidato Wealth
Ohio
$7.23M -$56.4K -566 -0.7%
FHA
275
First Horizon Advisors
Tennessee
$7.09M +$140K +1,403 +2%

VNQ Hedge Fund Activity: Q2 2022 in Review

1,575 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2022, worth a combined $22.1B — down 20% from $27.6B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of VNQ and 97 opened new positions — a net loss of 51 holders — while 634 trimmed existing stakes and 657 added.

The largest buyer was Morgan Stanley, adding an estimated $563M. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 1,575 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2022, down from 1,641 in Q1 2022.
  • Funds reported $22.1B of Vanguard Real Estate ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q2 2022 and 148 closed out, a net change of -51 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $563M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2022.