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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,612 hedge funds and large institutions have $22.5B invested in Vanguard Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 657 increasing their positions, 576 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
+114
Holders Change %
+7.61%
% of All Funds
26.01%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
2%
New
239
Increased
657
Reduced
576
Closed
89
Calls
$89.7M
Puts
$380M
Net Calls
-$290M
Net Calls Change
-$74.7M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$2.66B
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$530M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$124M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$442M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$603M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$18.6M
3
Bank of America
Bank of America
North Carolina
$1.15B
4
Victory Capital Management
Victory Capital Management
Texas
$17.5M
5
Millennium Management
Millennium Management
New York
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
451
Davenport & Co
Virginia
$3.17M +$265K +3,216 +9%
ZCM
452
Ziegler Capital Management
Illinois
$3.16M – – –
HFRG
453
Houlihan Financial Resource Group
Virginia
$3.15M -$93.1K -1,085 -3%
EWA
454
EP Wealth Advisors
California
$3.13M -$417K -5,058 -12%
SPC
455
Sigma Planning Corp
Michigan
$3.13M +$111K +1,342 +4%
SFS
456
Sowell Financial Services
Arkansas
$3.11M +$558K +6,760 +22%
BFM
457
Broadview Financial Management
Wisconsin
$3.11M +$206K +2,496 +7%
CI
458
CX Institutional
Indiana
$3.11M +$2.71M +32,829 +679%
MWM
459
Madison Wealth Management
Ohio
$3.11M +$180K +2,188 +6%
CAL
460
Capital Advisors Ltd
Ohio
$3.1M -$30.4K -369 -1%
OCM
461
Orion Capital Management
California
$3.09M -$187K -2,262 -6%
KeyBank National Association
462
KeyBank National Association
Ohio
$3.08M -$65.4K -793 -2%
BDF
463
Black Diamond Financial
Maryland
$3.07M +$350K +4,238 +13%
AAS
464
Ameritas Advisory Services
Nebraska
$3.05M -$89K -1,079 -3%
FHA
465
Flagship Harbor Advisors
Massachusetts
$3.05M -$166K -2,012 -5%
SFPM
466
Sensible Financial Planning & Management
Massachusetts
$3.01M -$131K -1,583 -4%
AC
467
AWM Capital
Arizona
$3M -$36.5K -443 -1%
EFG
468
Everhart Financial Group
Ohio
$2.99M +$5.77K +70 +0.2%
SCA
469
Sandy Cove Advisors
Massachusetts
$2.99M +$2.99M +36,254 New
SWM
470
Spire Wealth Management
Virginia
$2.98M -$13.4K -162 -0.4%
BWA
471
BlueSky Wealth Advisors
North Carolina
$2.96M -$294K -3,562 -9%
TWP
472
TFO Wealth Partners
Ohio
$2.93M -$12.1M -34,362 -80%
SFP
473
Shepherd Financial Partners
Massachusetts
$2.91M +$284K +3,440 +11%
Bessemer Group
474
Bessemer Group
New Jersey
$2.9M +$1.26M +15,244 +77%
ST
475
Sabal Trust
Florida
$2.89M +$54.9K +666 +2%
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