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Vanguard Real Estate ETF

1,641 hedge funds and large institutions have $27.6B invested in Vanguard Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 757 increasing their positions, 595 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 595

0.48% less ownership

Funds ownership: 59.71%59.23% (-0.48%)

2% less funds holding

Funds holding: 1,6781,641 (-37)

6% less capital invested

Capital invested by funds: $29.3B → $27.6B (-$1.66B)

7% less funds holding in top 10

Funds holding in top 10: 169158 (-11)

13% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 123

53% less call options, than puts

Call options by funds: $84M | Put options by funds: $178M

Holders
1,641
Holders Change
-37
Holders Change %
-2.21%
% of All Funds
25.88%
Holding in Top 10
158
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.51%
% of All Funds
2.49%
New
107
Increased
757
Reduced
595
Closed
123
Calls
$84M
Puts
$178M
Net Calls
-$94.4M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$196M -$12.8M -121,387 -6%
Mariner
27
Mariner
Kansas
$189M +$7.06M +66,709 +4%
UCFA
28
United Capital Financial Advisors
Texas
$177M +$1.94M +18,294 +1%
GT
29
Glenmede Trust
Pennsylvania
$160M +$5.72M +54,055 +4%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$156M +$7.43M +70,237 +5%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$154M +$7.14M +67,510 +5%
Osaic Holdings
32
Osaic Holdings
Arizona
$141M -$5.84M -55,220 -4%
Charles Schwab
33
Charles Schwab
California
$133M -$1.5M -14,182 -1%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$130M
Ameriprise
35
Ameriprise
Minnesota
$123M -$598K -5,653 -0.5%
VCP
36
Vista Capital Partners
Oregon
$112M +$4.38M +41,406 +4%
Victory Capital Management
37
Victory Capital Management
Texas
$111M -$7.81M -73,829 -6%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$110M -$10.1M -95,471 -9%
VA
39
Valmark Advisers
Ohio
$109M +$1.82M +17,155 +2%
GC
40
Gibson Capital
Pennsylvania
$108M -$875K -8,272 -0.8%
CCA
41
Catalyst Capital Advisors
New York
$106M +$16.6M +156,432 +19%
MRC
42
Millburn Ridgefield Corp
New York
$106M +$16.6M +156,432 +19%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$102M +$9.75M +92,151 +11%
AAS
44
Avantax Advisory Services
Texas
$99.8M +$5.64M +53,321 +6%
SF
45
Synovus Financial
Georgia
$99.5M +$3.17M +29,982 +3%
IB
46
Iyo Bank
Japan
$95.3M +$24.9M +235,000 +36%
PFA
47
Pure Financial Advisors
California
$91M +$4.54M +42,924 +5%
HighTower Advisors
48
HighTower Advisors
Illinois
$89.5M +$9.35M +88,304 +12%
RC
49
RegentAtlantic Capital
New Jersey
$86.3M -$1.94M -18,376 -2%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$86M +$13.7M +129,888 +20%

VNQ Hedge Fund Activity: Q1 2022 in Review

1,641 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2022, worth a combined $27.6B — down 5.7% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VNQ and 107 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 757 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $261M. The largest seller was JP Morgan Chase, cutting an estimated $351M.

  • 1,641 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2022, down from 1,678 in Q4 2021.
  • Funds reported $27.6B of Vanguard Real Estate ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 107 funds opened new Vanguard Real Estate ETF positions in Q1 2022 and 123 closed out, a net change of -16 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $261M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2022 was JP Morgan Chase, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2022.