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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
PMA
451
Prudent Man Advisors
Illinois
$3.35M +$176K +1,761 +5%
DC
452
Davenport & Co
Virginia
$3.35M -$295K -2,955 -7%
CFGS
453
Concourse Financial Group Securities
Alabama
$3.34M +$224K +2,251 +7%
JAG
454
Journey Advisory Group
Kentucky
$3.34M +$882K +8,850 +35%
IHWM
455
Iron Horse Wealth Management
Iowa
$3.33M +$262K +2,630 +8%
KF
456
Krilogy Financial
Missouri
$3.32M +$66.3K +665 +2%
RWM
457
Ritholtz Wealth Management
New York
$3.31M +$75.8K +760 +2%
OCM
458
Orion Capital Management
California
$3.29M +$432K +4,329 +14%
AI
459
Atria Investments
North Carolina
$3.28M -$6.73M -67,546 -65%
AP
460
Adero Partners
California
$3.28M -$51K -512 -1%
CAM
461
Cresset Asset Management
Illinois
$3.21M +$1.39M +13,897 +65%
WTC
462
WhitTier Trust Company
Nevada
$3.19M -$118K -1,187 -3%
WCM
463
Wavelength Capital Management
Connecticut
$3.19M -$927K -9,300 -21%
CWM
464
Concentric Wealth Management
California
$3.18M +$150K +1,506 +5%
BFM
465
Broadview Financial Management
Wisconsin
$3.18M -$92.9K -932 -3%
AIM
466
Aspen Investment Management
Michigan
$3.16M -$17.9K -180 -0.5%
MWA
467
Monograph Wealth Advisors
California
$3.16M +$364K +3,656 +12%
FW
468
FirstPurpose Wealth
Utah
$3.15M +$458K +4,593 +15%
CCM
469
Consolidated Capital Management
California
$3.14M +$3.43M +34,445 New
TCM
470
Traynor Capital Management
Pennsylvania
$3.13M -$511K -5,126 -13%
RC
471
Roundview Capital
New Jersey
$3.13M +$14.1K +141 +0.4%
SAS
472
Stelac Advisory Services
New York
$3.12M -$191K -1,914 -5%
Kayne Anderson Rudnick Investment Management
473
Kayne Anderson Rudnick Investment Management
California
$3.12M +$86.2K +865 +3%
FPFS
474
First Personal Financial Services
North Carolina
$3.1M -$29.8K -299 -0.9%
MCA
475
Maryland Capital Advisors
Maryland
$3.1M -$155K -1,550 -4%

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.