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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
AWA
476
Aquire Wealth Advisors
Utah
$3.06M -$207K -2,079 -6%
FNBOSM
477
First National Bank of South Miami
Florida
$3.06M +$344K +3,453 +11%
SFP
478
Sterling Financial Planning
New Jersey
$3.06M +$46.5K +467 +1%
IAN
479
Integrated Advisors Network
Texas
$3.05M +$142K +1,425 +4%
ST
480
Sabal Trust
Florida
$3.04M +$467K +4,689 +16%
AAS
481
Ameritas Advisory Services
Nebraska
$3M -$54.6M -548,118 -94%
EMPI
482
Elo Mutual Pension Insurance
Finland
$2.98M
MPW
483
Monterey Private Wealth
California
$2.97M -$20.8K -209 -0.6%
KPW
484
Kore Private Wealth
New York
$2.96M -$88.8K -891 -3%
CIR
485
Clear Investment Research
Georgia
$2.93M +$175K +1,756 +6%
EFG
486
Everhart Financial Group
Ohio
$2.93M -$220K -2,212 -6%
SWIG
487
Strategic Wealth Investment Group
Kentucky
$2.9M -$598K -5,995 -16%
FA
488
FDx Advisors
Illinois
$2.9M -$119K -1,191 -4%
LWM
489
Laidlaw Wealth Management
New York
$2.89M -$158K -1,589 -5%
SWA
490
Sax Wealth Advisors
New Jersey
$2.89M -$75.1K -753 -2%
TWM
491
Tradition Wealth Management
Minnesota
$2.88M +$69.2K +694 +2%
GJIC
492
Gamble Jones Investment Counsel
California
$2.86M +$329K +3,303 +12%
Allianz Asset Management
493
Allianz Asset Management
Germany
$2.85M -$43.3M -434,198 -93%
WCWM
494
Willow Creek Wealth Management
California
$2.84M -$103K -1,035 -3%
SWM
495
Sanctuary Wealth Management
Idaho
$2.84M -$64.9K -651 -2%
EH
496
Equitable Holdings
New York
$2.84M +$148K +1,488 +5%
PWA
497
Physician Wealth Advisors
Utah
$2.83M +$40.5K +406 +1%
SFP
498
Shepherd Financial Partners
Massachusetts
$2.81M +$19.5K +196 +0.6%
First Trust Advisors
499
First Trust Advisors
Illinois
$2.8M -$69.3K -695 -2%
AWA
500
Aletheian Wealth Advisors
Washington
$2.78M +$32.1K +322 +1%

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.