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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
YWP
551
YorkBridge Wealth Partners
New York
$2.27M +$1.35M +13,581 +120%
CGL
552
Clarius Group LLC
Washington
$2.27M +$2.11M +21,133 +567%
LGWM
553
Litman Gregory Wealth Management
California
$2.25M -$460K -4,616 -16%
SFA
554
Sequoia Financial Advisors
Ohio
$2.24M -$56K -562 -2%
FAIM
555
Financial Advocates Investment Management
Washington
$2.23M -$88.9K -892 -4%
PFS
556
Prospera Financial Services
Texas
$2.21M +$79.1K +794 +3%
WS
557
Wedbush Securities
California
$2.19M -$245K -2,458 -9%
IWM
558
IHT Wealth Management
Illinois
$2.19M +$12.3K +123 +0.5%
IA
559
IFG Advisory
Georgia
$2.19M +$268K +2,692 +13%
IBOK
560
Independence Bank of Kentucky
Kentucky
$2.19M -$72.8K -730 -3%
FAM
561
Frontier Asset Management
Wyoming
$2.17M +$8.87K +89 +0.4%
Betterment LLC
562
Betterment LLC
New York
$2.15M +$270K +2,706 +13%
AC
563
Anson Capital
Georgia
$2.13M +$291K +2,917 +14%
CIAS
564
CFS Investment Advisory Services
New Jersey
$2.13M -$246M -2,465,506 -99%
TCM
565
Telos Capital Management
California
$2.13M -$36.2K -363 -2%
CWM
566
Cornerstone Wealth Management
Missouri
$2.13M -$32.3K -324 -1%
IFG
567
Independent Financial Group
California
$2.12M -$192K -1,929 -8%
MSFS
568
Main Street Financial Solutions
Pennsylvania
$2.12M -$134K -1,341 -5%
OPS
569
Orion Portfolio Solutions
Nebraska
$2.11M -$313K -3,142 -12%
NSB
570
Norway Savings Bank
Maine
$2.11M -$48K -482 -2%
HWM
571
HB Wealth Management
Georgia
$2.11M +$15.3K +154 +0.7%
VVP
572
Venture Visionary Partners
Ohio
$2.1M +$236K +2,371 +11%
DSC
573
Duncker Streett & Co
Missouri
$2.1M -$21.1K -212 -0.9%
WFA
574
Websterrogers Financial Advisors
South Carolina
$2.09M +$862K +8,651 +61%
MW
575
MBL Wealth
North Carolina
$2.08M +$472K +4,735 +26%

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.