VNQ icon

Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,673 hedge funds and large institutions have $29.3B invested in Vanguard Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+240
Holders Change %
+16.75%
% of All Funds
25.84%
Holding in Top 10
169
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+43.22%
% of All Funds
2.61%
New
330
Increased
719
Reduced
459
Closed
66
Calls
$109M
Puts
$447M
Net Calls
-$338M
Net Calls Change
-$192M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$155M
2
Creative Planning
Creative Planning
Kansas
+$142M
3
Bank of America
Bank of America
North Carolina
+$113M
4
UBS Group
UBS Group
Switzerland
+$95.2M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$72.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$230M
2
Northern Trust
Northern Trust
Illinois
-$131M
3
Barclays
Barclays
United Kingdom
-$100M
4
MFM
MD Financial Management
Ontario, Canada
-$69.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
501
IFP Advisors
Florida
$3.64M -$62.2K -535 -2%
AA
502
Axiom Advisory
California
$3.64M +$3.64M +31,381 New
WCWM
503
Willow Creek Wealth Management
California
$3.64M -$119K -1,028 -3%
Lido Advisors
504
Lido Advisors
California
$3.64M -$181K -1,564 -5%
SFP
505
Shepherd Financial Partners
Massachusetts
$3.61M +$61.2K +527 +2%
PFG
506
Pacific Financial Group
Washington
$3.6M +$282K +2,546 +8%
PWPCM
507
Perella Weinberg Partners Capital Management
New York
$3.59M -$2.06M -17,731 -36%
MWA
508
Monograph Wealth Advisors
California
$3.57M +$3.57M +30,784 New
FHA
509
Flagship Harbor Advisors
Massachusetts
$3.56M +$972K +8,379 +38%
RWM
510
Rockwood Wealth Management
Pennsylvania
$3.56M +$3.56M +30,649 New
WCG
511
Wall Capital Group
Arizona
$3.55M -$665K -5,728 -16%
UI
512
Unconventional Investor
New Hampshire
$3.54M +$3.54M +30,569 New
TWM
513
Tradition Wealth Management
Minnesota
$3.54M -$564K -4,866 -14%
FG
514
Foster Group
Iowa
$3.53M -$286K -2,467 -7%
CIR
515
Clear Investment Research
Georgia
$3.53M -$222K -1,914 -6%
CS
516
Comerica Securities
Michigan
$3.52M +$282K +2,435 +9%
SWM
517
Sanctuary Wealth Management
Idaho
$3.45M +$422K +3,640 +14%
IC
518
Iconiq Capital
California
$3.45M +$8K +69 +0.2%
RC
519
Roundview Capital
New Jersey
$3.43M +$191K +1,646 +6%
AF
520
Allworth Financial
California
$3.39M -$5.01M -43,179 -60%
ST
521
Sabal Trust
Florida
$3.36M +$109K +937 +3%
WLIM
522
White Lighthouse Investment Management
Massachusetts
$3.34M +$63.9K +551 +2%
LGWM
523
Litman Gregory Wealth Management
California
$3.34M +$138K +1,191 +4%
ZC
524
Zeit Capital
Colorado
$3.33M +$17.6K +152 +0.5%
AAM
525
Ameraudi Asset Management
New York
$3.33M +$346K +2,978 +12%
19 20
21
22 23