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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
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$4.9M +$714K +7,167 +15%
ACA
352
Affinity Capital Advisors
California
$4.88M +$632K +6,342 +13%
WFA
353
WestHill Financial Advisors
California
$4.88M +$134K +1,340 +3%
PA
354
Parallel Advisors
California
$4.88M -$171K -1,718 -3%
SWM
355
Spire Wealth Management
Virginia
$4.82M -$894K -8,972 -14%
GT
356
Glenview Trust
Kentucky
$4.81M +$2.31M +23,212 +78%
PPW
357
PACK Private Wealth
Minnesota
$4.8M +$373K +3,747 +8%
AA
358
Atmos Advisory
Pennsylvania
$4.75M +$133K +1,332 +3%
CCM
359
Covington Capital Management
California
$4.73M +$53.9K +541 +1%
CAC
360
Certified Advisory Corp
Florida
$4.71M -$946K -9,488 -16%
FF
361
Financial Futures
New Jersey
$4.69M +$252K +2,527 +5%
FI
362
FIDELIS iM
Oregon
$4.67M +$1M +10,033 +24%
FSC
363
Full Sail Capital
Oklahoma
$4.61M +$827K +8,296 +20%
ASN
364
Advisory Services Network
Georgia
$4.6M -$505K -5,065 -9%
AL
365
Aspiriant LLC
California
$4.59M +$1.54M +15,424 +44%
CCM
366
Colorado Capital Management
Colorado
$4.58M -$101K -1,011 -2%
FAN
367
Financial Advisors Network
California
$4.55M +$418K +4,189 +9%
RIM
368
Rockbridge Investment Management
New York
$4.49M -$3.14M -31,503 -39%
RFC
369
Regions Financial Corp
Alabama
$4.47M +$140K +1,402 +3%
PFM
370
Peak Financial Management
Massachusetts
$4.46M +$23.1K +232 +0.5%
JTWM
371
Jackson Thornton Wealth Management
Alabama
$4.42M +$4.61M +46,239 +2,024%
UBV
372
United Bank (Virginia)
Virginia
$4.41M +$3.06M +30,741 +174%
Mirae Asset Global Investments
373
Mirae Asset Global Investments
South Korea
$4.4M -$358K -3,589 -7%
PI
374
PFS Investments
Georgia
$4.39M +$648K +6,501 +16%
WIM
375
Warwick Investment Management
Texas
$4.38M +$14.2K +142 +0.3%

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.