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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
LWM
476
Laidlaw Wealth Management
New York
$3.61M +$2.18M +20,598 +162%
Bank of Nova Scotia
477
Bank of Nova Scotia
Ontario, Canada
$3.61M -$36.1M -341,092 -91%
MPW
478
Monterey Private Wealth
California
$3.6M -$13.8K -130 -0.4%
AA
479
Axiom Advisory
California
$3.59M +$188K +1,780 +6%
SFP
480
Sterling Financial Planning
New Jersey
$3.58M +$61.5K +581 +2%
FA
481
FDx Advisors
Illinois
$3.58M +$33.5K +317 +1%
ZF
482
Zhang Financial
Michigan
$3.58M +$858K +8,107 +33%
MOS
483
MGO One Seven
Ohio
$3.55M -$712K -6,729 -17%
EMPI
484
Elo Mutual Pension Insurance
Finland
$3.55M
PCG
485
Private Capital Group
Connecticut
$3.54M +$49.2K +465 +1%
SWA
486
Sax Wealth Advisors
New Jersey
$3.52M -$1.07M -10,120 -24%
OIA
487
OneDigital Investment Advisors
Kansas
$3.51M -$261K -2,469 -7%
WCWM
488
Willow Creek Wealth Management
California
$3.49M +$92.9K +878 +3%
TFA
489
Tranquilli Financial Advisor
New Jersey
$3.48M -$1.54M -14,593 -31%
IAN
490
Integrated Advisors Network
Texas
$3.47M -$25.5K -241 -0.7%
OFS
491
Oldfather Financial Services
Nebraska
$3.45M +$2.65K +25 +0.1%
OCM
492
Orion Capital Management
California
$3.44M +$560K +5,296 +20%
SWM
493
Sanctuary Wealth Management
Idaho
$3.44M +$219K +2,066 +7%
Lido Advisors
494
Lido Advisors
California
$3.41M +$15.2K +144 +0.5%
First Trust Advisors
495
First Trust Advisors
Illinois
$3.41M -$48.7K -460 -1%
DFC
496
DBK Financial Counsel
Ohio
$3.38M +$802K +7,581 +32%
MWA
497
Monograph Wealth Advisors
California
$3.36M +$22.9K +216 +0.7%
TWM
498
Tradition Wealth Management
Minnesota
$3.35M +$41.2K +389 +1%
SKK
499
Shepherd Kaplan Krochuk
Massachusetts
$3.33M -$302K -2,857 -9%
AWA
500
Arkadios Wealth Advisors
Georgia
$3.32M +$2.42M +22,898 +297%

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.