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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
WCG
526
Wall Capital Group
Arizona
$2.51M -$313K -3,143 -10%
CBC
527
Coombe, Bender & Co
New York
$2.51M +$2.75M +27,588 New
VCA
528
Verdence Capital Advisors
Maryland
$2.48M +$66.2K +664 +3%
HI
529
Human Investing
Oregon
$2.46M +$51.6K +518 +2%
EWA
530
Encompass Wealth Advisors
Oregon
$2.46M -$975K -9,784 -27%
MA
531
Montag & Associates
Georgia
$2.44M -$92K -923 -3%
BCMIO
532
Beacon Capital Management Inc (Ohio)
Ohio
$2.43M -$209M -2,093,124 -99%
ECG
533
Edge Capital Group
Georgia
$2.43M +$1.99M +19,964 +188%
DWM
534
Doyle Wealth Management
Florida
$2.38M +$53.5K +537 +2%
CCM
535
Crew Capital Management
Ohio
$2.37M -$9.87K -99 -0.4%
FAT
536
First American Trust
California
$2.37M -$2.55M -25,536 -50%
GLA
537
Great Lakes Advisors
Illinois
$2.35M -$51.1K -513 -2%
ACM
538
AlphaStar Capital Management
North Carolina
$2.33M +$2.54M +25,515 New
RPCONE
539
Retirement Planning Company of New England
Rhode Island
$2.31M -$21.4K -215 -0.8%
BPM
540
Bowling Portfolio Management
Ohio
$2.31M +$101K +1,011 +4%
UI
541
Unconventional Investor
New Hampshire
$2.31M -$101K -1,015 -4%
EDRIA
542
Edmonds Duncan Registered Investment Advisors
Kansas
$2.31M -$27.5K -276 -1%
WPC
543
Waters Parkerson & Co
Louisiana
$2.3M +$481K +4,825 +24%
FNBTCON
544
First National Bank & Trust Co of Newtown
Pennsylvania
$2.3M
NIM
545
Northeast Investment Management
Massachusetts
$2.3M +$966K +9,696 +62%
TYCC
546
Texas Yale Capital Corp
Florida
$2.29M +$107K +1,075 +4%
SQA
547
Simon Quick Advisors
New Jersey
$2.29M +$2.34M +23,465 +71,106%
GRP
548
Global Retirement Partners
California
$2.29M +$69.1K +693 +3%
OFS
549
Oldfather Financial Services
Nebraska
$2.28M -$776K -7,787 -25%
DFC
550
DBK Financial Counsel
Ohio
$2.27M -$621K -6,234 -20%

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.