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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,673 hedge funds and large institutions have $29.3B invested in Vanguard Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+240
Holders Change %
+16.75%
% of All Funds
25.84%
Holding in Top 10
169
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+43.22%
% of All Funds
2.61%
New
330
Increased
719
Reduced
459
Closed
66
Calls
$109M
Puts
$447M
Net Calls
-$338M
Net Calls Change
-$192M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$155M
2
Creative Planning
Creative Planning
Kansas
+$142M
3
Bank of America
Bank of America
North Carolina
+$113M
4
UBS Group
UBS Group
Switzerland
+$95.2M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$72.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$230M
2
Northern Trust
Northern Trust
Illinois
-$131M
3
Barclays
Barclays
United Kingdom
-$100M
4
MFM
MD Financial Management
Ontario, Canada
-$69.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
Cetera Advisors
Colorado
$6.42M +$125K +1,078 +2%
FAN
352
Financial Advisors Network
California
$6.38M +$179K +1,539 +3%
KA
353
Klingman & Associates
New York
$6.38M – – –
KIA
354
KCM Investment Advisors
California
$6.35M -$23.9K -206 -0.4%
PCIG
355
Partners Capital Investment Group
Massachusetts
$6.35M -$276K -2,377 -4%
MWM
356
Magnolia Wealth Management
Alabama
$6.31M +$6.31M +54,401 New
JWCA
357
J.W. Cole Advisors
Florida
$6.19M +$6.19M +53,380 New
JWM
358
JFG Wealth Management
Colorado
$6.14M +$1.29M +11,084 +26%
LIA
359
LS Investment Advisors
Michigan
$6.12M +$184K +1,585 +3%
AA
360
Atmos Advisory
Pennsylvania
$6.1M +$6.1M +52,580 New
CWA
361
Consilium Wealth Advisory
Texas
$6.08M +$6.08M +52,391 New
CAC
362
Certified Advisory Corp
Florida
$6.07M +$563K +4,853 +10%
CCMG
363
Clark Capital Management Group
Pennsylvania
$6.06M +$6.06M +52,224 New
CCM
364
Colorado Capital Management
Colorado
$6.03M -$40.1K -344 -0.7%
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$6.01M +$1.55M +13,325 +35%
BRWM
366
B. Riley Wealth Management
Tennessee
$5.99M +$166K +1,430 +3%
EAM
367
Evanson Asset Management
California
$5.96M +$46.1K +397 +0.8%
CTC
368
Central Trust Company
Missouri
$5.92M +$4.25M +36,646 +254%
KeyBank National Association
369
KeyBank National Association
Ohio
$5.91M +$43.5K +375 +0.7%
TPCW
370
TD Private Client Wealth
New York
$5.89M +$232K +1,997 +4%
SF
371
Schaeffer Financial
Maryland
$5.87M +$5.87M +50,612 New
CCM
372
Covington Capital Management
California
$5.83M +$162K +1,394 +3%
EWA
373
EP Wealth Advisors
California
$5.83M +$2.27M +19,569 +64%
AC
374
Avestar Capital
New York
$5.79M +$294K +2,538 +5%
SIA
375
Schechter Investment Advisors
Michigan
$5.77M +$5.77M +49,689 New
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