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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
AAM
301
Austin Asset Management
Texas
$6.15M -$368K -3,694 -5%
FM
302
Foster & Motley
Ohio
$6.15M +$46.8K +470 +0.7%
CTB
303
Country Trust Bank
Illinois
$6.03M +$204K +2,045 +3%
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$5.95M -$243K -2,433 -4%
AP
305
Agilis Partners
Massachusetts
$5.92M
SIA
306
Soltis Investment Advisors
Utah
$5.92M +$345K +3,461 +6%
EW
307
Evoke Wealth
California
$5.91M +$6.98K +70 +0.1%
PAG
308
Private Advisory Group
Washington
$5.91M +$58.1K +583 +0.9%
RJT
309
Raymond James Trust
Florida
$5.91M +$483K +4,842 +8%
CA
310
Cambridge Advisors
Nebraska
$5.89M +$767K +7,698 +14%
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$5.87M -$86.2K -865 -1%
LNWTC
312
Laird Norton Wetherby Trust Company
Washington
$5.84M -$251K -2,520 -4%
RWM
313
Rockwood Wealth Management
Pennsylvania
$5.84M +$1.54M +15,438 +32%
UBG
314
United Bank (Georgia)
Georgia
$5.82M -$642K -6,439 -9%
CAM
315
Campion Asset Management
Virginia
$5.74M -$516K -5,177 -8%
KWM
316
Kingsview Wealth Management
Oregon
$5.72M -$1.37M -13,783 -18%
LFASL
317
Lugano Financial Advisors SA (LFA)
Switzerland
$5.71M +$355K +3,557 +6%
LWAC
318
Laurel Wealth Advisors (California)
California
$5.7M +$294K +2,952 +5%
SF
319
Schaeffer Financial
Maryland
$5.69M -$80.9K -812 -1%
AIS
320
American Investment Services
Massachusetts
$5.68M +$1.06M +10,621 +21%
DY
321
Dowling & Yahnke
California
$5.66M +$698K +7,002 +13%
MWM
322
Magnolia Wealth Management
Alabama
$5.63M +$231K +2,322 +4%
OCM
323
One Capital Management
California
$5.62M -$428K -4,289 -7%
SWA
324
Stratos Wealth Advisors
Ohio
$5.55M -$216K -2,168 -3%
CA
325
Cambridge Associates
Massachusetts
$5.53M

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.