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Vanguard Real Estate ETF

1,438 hedge funds and large institutions have $24.7B invested in Vanguard Real Estate ETF in 2021 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 673 increasing their positions, 473 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 59

42% more repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 473

2% more funds holding

Funds holding: 1,4041,438 (+34)

3% more capital invested

Capital invested by funds: $24.1B → $24.7B (+$675M)

0.41% more ownership

Funds ownership: 58.03%58.44% (+0.41%)

1% less funds holding in top 10

Funds holding in top 10: 119118 (-1)

59% less call options, than puts

Call options by funds: $103M | Put options by funds: $250M

Holders
1,438
Holders Change
+34
Holders Change %
+2.42%
% of All Funds
25.17%
Holding in Top 10
118
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.84%
% of All Funds
2.07%
New
112
Increased
673
Reduced
473
Closed
59
Calls
$103M
Puts
$250M
Net Calls
-$147M
Net Calls Change
-$98.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$166M +$344K +3,248 +0.2%
MFM
27
MD Financial Management
Ontario, Canada
$160M +$4.09M +38,527 +3%
Mariner
28
Mariner
Kansas
$152M +$36M +339,606 +29%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$146M +$101M +950,471 +206%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$142M +$1.98M +18,710 +1%
GT
31
Glenmede Trust
Pennsylvania
$138M +$2.9M +27,371 +2%
Northern Trust
32
Northern Trust
Illinois
$136M +$129M +1,220,644 +1,049%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$131M +$8.69M +81,925 +7%
Osaic Holdings
34
Osaic Holdings
Arizona
$131M +$36.8M +346,858 +37%
Charles Schwab
35
Charles Schwab
California
$128M -$17.6M -165,668 -12%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$122M
Ameriprise
37
Ameriprise
Minnesota
$119M +$438K +4,127 +0.4%
VLKIM
38
Van Lanschot Kempen Investment Management
Netherlands
$115M -$43.9M -413,600 -27%
VA
39
Valmark Advisers
Ohio
$105M +$275K +2,594 +0.3%
GC
40
Gibson Capital
Pennsylvania
$102M -$24.2K -228 -0%
VCP
41
Vista Capital Partners
Oregon
$97.2M +$606K +5,713 +0.6%
Barclays
42
Barclays
United Kingdom
$91.6M +$41.9M +394,842 +78%
AssetMark Inc
43
AssetMark Inc
California
$91.1M +$2.9M +27,312 +3%
Victory Capital Management
44
Victory Capital Management
Texas
$90.7M +$34.8M +327,718 +58%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.6M +$15.8M +148,899 +20%
Allianz Asset Management
46
Allianz Asset Management
Germany
$90.2M -$3.23M -30,494 -3%
SF
47
Synovus Financial
Georgia
$88.1M +$1.95M +18,413 +2%
MRC
48
Millburn Ridgefield Corp
New York
$84.7M +$10.2K +96 +0%
AAS
49
Avantax Advisory Services
Texas
$84.6M +$5.25M +49,524 +6%
CCA
50
Catalyst Capital Advisors
New York
$84.5M

VNQ Hedge Fund Activity: Q3 2021 in Review

1,438 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2021, worth a combined $24.7B — up 2.8% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new VNQ positions and 59 closed out — a net gain of 53 holders — while 673 added to existing stakes and 473 trimmed.

The largest buyer was Northern Trust, adding an estimated $129M. The largest seller was JP Morgan Chase, cutting an estimated $138M.

  • 1,438 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2021, up from 1,404 in Q2 2021.
  • Funds reported $24.7B of Vanguard Real Estate ETF stock for Q3 2021, up 2.8% quarter-over-quarter.
  • 112 funds opened new Vanguard Real Estate ETF positions in Q3 2021 and 59 closed out, a net change of +53 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2021 was Northern Trust, an estimated $129M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2021 was JP Morgan Chase, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2021.