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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,317 hedge funds and large institutions have $18.1B invested in Vanguard Real Estate ETF in 2020 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 512 increasing their positions, 453 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+123
Holders Change %
+10.3%
% of All Funds
23.37%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.72%
New
210
Increased
512
Reduced
453
Closed
64
Calls
$160M
Puts
$762M
Net Calls
-$602M
Net Calls Change
-$338M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$541M
2
Northern Trust
2
Northern Trust
Illinois
$208M
3
Creative Planning
3
Creative Planning
Kansas
$1.2B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$883M
5
CS
5
Credit Suisse
Switzerland
$144M

Top Sellers

1
Citigroup
1
Citigroup
New York
$12.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$481M
3
Wells Fargo
3
Wells Fargo
California
$974M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
FIA
5
Foundations Investment Advisors
Arizona
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
LL
401
LPWM LLC
Minnesota
$2.92M -$396K -4,661 -12%
TWP
402
Total Wealth Planning
Ohio
$2.91M +$15.4K +181 +0.5%
DCM
403
Dupont Capital Management
Delaware
$2.91M +$2.06M +24,239 +241%
ATPW
404
Ashton Thomas Private Wealth
Arizona
$2.87M -$21.5K -253 -0.7%
MLM
405
Mount Lucas Management
Pennsylvania
$2.86M +$2.86M +33,660 New
BC
406
Brio Consultants
California
$2.82M +$128K +1,505 +5%
FA
407
FDx Advisors
Illinois
$2.82M -$377K -4,436 -12%
WCWM
408
Willow Creek Wealth Management
California
$2.8M +$42.6K +501 +2%
EMPI
409
Elo Mutual Pension Insurance
Finland
$2.78M – – –
AF
410
Allworth Financial
California
$2.78M +$2.6M +30,585 +1,413%
LGWM
411
Litman Gregory Wealth Management
California
$2.75M +$242K +2,848 +10%
JIP
412
Jaffetilchin Investment Partners
Florida
$2.7M -$67.8K -799 -2%
PA
413
Parallel Advisors
California
$2.69M +$269K +3,168 +11%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$2.68M – – –
CCM
415
Carlson Capital Management
Minnesota
$2.68M +$341K +4,103 +15%
WPWM
416
Windward Private Wealth Management
Kansas
$2.67M +$2.67M +31,417 New
MPW
417
Monterey Private Wealth
California
$2.66M +$37.2K +438 +1%
SWM
418
Sanctuary Wealth Management
Idaho
$2.66M -$425K -5,008 -14%
FPFS
419
First Personal Financial Services
North Carolina
$2.65M -$52K -612 -2%
Rockefeller Capital Management
420
Rockefeller Capital Management
New York
$2.65M +$388K +4,571 +17%
CWM
421
Concentric Wealth Management
California
$2.64M +$103K +1,209 +4%
CWM
422
Cornerstone Wealth Management
Missouri
$2.63M -$200K -2,352 -7%
OSNBOA
423
Old Second National Bank of Aurora
Illinois
$2.62M -$48.6K -572 -2%
AMG
424
Asset Management Group
Connecticut
$2.61M -$378K -4,448 -13%
NNP
425
Nachman Norwood & Parrott
South Carolina
$2.6M +$26.4K +311 +1%
15 16
17
18 19