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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 %
CWM
401
Cherrydale Wealth Management
New Jersey
$4.2M +$189K +2,134 +5%
SIA
402
Schechter Investment Advisors
Michigan
$4.16M -$327K -3,702 -7%
EGWAG
403
Elwood & Goetz Wealth Advisory Group
Georgia
$4.13M +$27.1K +307 +0.7%
KPWS
404
Kestra Private Wealth Services
Texas
$4.13M +$716K +8,100 +21%
HI
405
Human Investing
Oregon
$4.12M -$376K -4,256 -8%
WA
406
WBH Advisory
Maryland
$4.11M +$810K +9,171 +25%
AWM
407
Abound Wealth Management
Tennessee
$3.99M +$1.65M +18,638 +70%
GFWA
408
Grey Fox Wealth Advisors
Delaware
$3.98M +$427K +4,838 +12%
TCG
409
Transcendent Capital Group
Oklahoma
$3.97M +$3.97M +44,894 New
CIR
410
Clear Investment Research
Georgia
$3.97M -$121K -1,368 -3%
OC
411
Oppenheimer & Co
New York
$3.96M +$1.46M +16,513 +58%
RTC
412
Riverview Trust Company
Washington
$3.96M – – –
NCM
413
Narwhal Capital Management
Georgia
$3.95M +$2.09M +23,626 +112%
W
414
WealthCollab
Washington
$3.92M +$3.92M +44,375 New
TW
415
Traveka Wealth
California
$3.91M +$3.91M +44,226 New
CAC
416
Certified Advisory Corp
Florida
$3.9M -$775K -8,770 -17%
UI
417
Unconventional Investor
New Hampshire
$3.88M +$434K +4,913 +13%
CL
418
Choreo LLC
Illinois
$3.85M -$614K -6,950 -14%
SFP
419
Shepherd Financial Partners
Massachusetts
$3.84M +$450K +5,090 +13%
AMG
420
Asset Management Group
Connecticut
$3.83M -$127K -1,436 -3%
FPAS
421
Focus Partners Advisor Solutions
Missouri
$3.83M -$1.15M -13,043 -23%
SWA
422
Stratos Wealth Advisors
Ohio
$3.82M -$66.6K -754 -2%
RFC
423
Regions Financial Corp
Alabama
$3.81M +$104K +1,173 +3%
TWP
424
TFO Wealth Partners
Ohio
$3.81M +$8.75K +99 +0.2%
SLT
425
St Louis Trust
Missouri
$3.8M – – –
15 16
17
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