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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,659 hedge funds and large institutions have $21.2B invested in Vanguard Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 581 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
+146
Holders Change %
+9.65%
% of All Funds
24.32%
Holding in Top 10
124
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24%
% of All Funds
1.82%
New
265
Increased
581
Reduced
669
Closed
97
Calls
$95.4M
Puts
$528M
Net Calls
-$432M
Net Calls Change
-$288M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$886M
2
Goldman Sachs
Goldman Sachs
New York
+$402M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$150M
4
ETC
Exchange Traded Concepts
Oklahoma
+$102M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$68.8M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$173M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$117M
3
KC
Kepos Capital
New York
-$108M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$89.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
301
FIDELIS iM
Oregon
$6.37M +$135K +1,532 +2%
AIS
302
American Investment Services
Massachusetts
$6.32M +$708K +8,011 +13%
LFA
303
Landmark Financial Advisors
Kentucky
$6.31M +$472K +5,340 +8%
NSG
304
Nalls Sherbakoff Group
Tennessee
$6.3M -$403K -4,556 -6%
LI
305
Latigo Investments
Florida
$6.27M +$10.6K +120 +0.2%
PPW
306
PACK Private Wealth
Minnesota
$6.25M -$163K -1,849 -3%
RWI
307
Red Wave Investments
Pennsylvania
$6.23M -$8.92K -101 -0.1%
C
308
Cliffwater
California
$6.18M – – –
Fidelity Investments
309
Fidelity Investments
Massachusetts
$6.12M -$3.83M -43,356 -38%
CCM
310
Coldstream Capital Management
Washington
$6.11M -$584K -6,611 -9%
PL
311
Polianta Ltd
Jersey
$6.1M +$6.1M +69,000 New
DPI
312
Diversified Portfolios Inc
Michigan
$6.08M +$2.52M +28,517 +71%
WCWM
313
Willow Creek Wealth Management
California
$6.08M -$30.4K -344 -0.5%
ZF
314
Zhang Financial
Michigan
$6.05M -$188K -2,122 -3%
CAM
315
Campion Asset Management
Virginia
$6.05M +$417K +4,718 +7%
RCF
316
Rainwater Charitable Foundation
Texas
$6.05M – – –
AFO
317
Allie Family Office
Florida
$5.95M -$200K -2,252 -3%
WTC
318
WhitTier Trust Company
Nevada
$5.93M -$1.42M -16,039 -19%
RBC
319
Rye Brook Capital
Connecticut
$5.92M – – –
QWP
320
Quotient Wealth Partners
Texas
$5.9M +$5.9M +66,797 New
SCI
321
Silver Coast Investments
United States
$5.89M +$5.89M +66,651 New
RMC
322
Regis Management Company
California
$5.87M -$93.6K -1,059 -2%
BRWA
323
B. Riley Wealth Advisors
Florida
$5.86M -$4.39M -49,650 -43%
BAM
324
Bayshore Asset Management
Florida
$5.85M -$1.13M -12,772 -16%
MCM
325
Manchester Capital Management
Vermont
$5.84M +$894K +10,116 +18%
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