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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,612 hedge funds and large institutions have $22.5B invested in Vanguard Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 657 increasing their positions, 576 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
+114
Holders Change %
+7.61%
% of All Funds
26.01%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
2%
New
239
Increased
657
Reduced
576
Closed
89
Calls
$89.7M
Puts
$380M
Net Calls
-$290M
Net Calls Change
-$74.7M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$627M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$530M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$124M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$76.5M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$208M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
Bank of America
Bank of America
North Carolina
-$81.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$34.9M
5
Millennium Management
Millennium Management
New York
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
501
FDx Advisors
Illinois
$2.59M +$326K +3,955 +14%
WLIM
502
White Lighthouse Investment Management
Massachusetts
$2.59M +$34.6K +420 +1%
THL
503
Tillman Hartley LLC
Colorado
$2.57M +$2.57M +31,195 New
MWA
504
Monograph Wealth Advisors
California
$2.57M +$11.3K +137 +0.4%
PWA
505
Physician Wealth Advisors
Utah
$2.56M -$22.3K -253 -0.9%
MCA
506
Maryland Capital Advisors
Maryland
$2.56M -$119K -1,443 -4%
HWM
507
HB Wealth Management
Georgia
$2.52M +$346K +4,201 +16%
JAG
508
Journey Advisory Group
Kentucky
$2.51M -$291K -3,534 -10%
AF
509
Allworth Financial
California
$2.5M +$134K +1,622 +6%
FDS
510
Freedom Day Solutions
Texas
$2.5M +$910K +11,029 +57%
NWM
511
Northcape Wealth Management
New York
$2.49M -$38.4K -466 -2%
Bank Julius Baer & Co
512
Bank Julius Baer & Co
Switzerland
$2.49M +$84.5K +1,024 +4%
AWM
513
Abound Wealth Management
Tennessee
$2.48M +$1.22M +14,773 +97%
OIA
514
OneDigital Investment Advisors
Kansas
$2.47M +$7.59K +92 +0.3%
LCM
515
Liberty Capital Management
Michigan
$2.47M +$24.6K +298 +1%
FPFS
516
First Personal Financial Services
North Carolina
$2.47M -$323K -3,918 -12%
Betterment LLC
517
Betterment LLC
New York
$2.45M +$507K +6,147 +26%
BC
518
Burleson & Co
California
$2.42M – – –
RC
519
Roundview Capital
New Jersey
$2.42M -$406K -4,927 -14%
NDSI
520
Newman Dignan & Sheerar Inc
Rhode Island
$2.42M +$411K +4,979 +20%
YWP
521
YorkBridge Wealth Partners
New York
$2.41M +$109K +1,326 +5%
LFP
522
Leeward Financial Partners
Washington
$2.39M +$2.39M +28,968 New
NIM
523
Northeast Investment Management
Massachusetts
$2.36M +$261K +3,163 +12%
OSNBOA
524
Old Second National Bank of Aurora
Illinois
$2.34M +$80.8K +980 +4%
CS
525
Comerica Securities
Michigan
$2.34M -$104K -1,261 -4%
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