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Vanguard Real Estate ETF

1,641 hedge funds and large institutions have $27.6B invested in Vanguard Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 757 increasing their positions, 595 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 595

0.48% less ownership

Funds ownership: 59.71%59.23% (-0.48%)

2% less funds holding

Funds holding: 1,6781,641 (-37)

6% less capital invested

Capital invested by funds: $29.3B → $27.6B (-$1.66B)

7% less funds holding in top 10

Funds holding in top 10: 169158 (-11)

13% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 123

53% less call options, than puts

Call options by funds: $84M | Put options by funds: $178M

Holders
1,641
Holders Change
-37
Holders Change %
-2.21%
% of All Funds
25.88%
Holding in Top 10
158
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-6.51%
% of All Funds
2.49%
New
107
Increased
757
Reduced
595
Closed
123
Calls
$84M
Puts
$178M
Net Calls
-$94.4M
Net Calls Change
+$244M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
576
Mirabella Financial Services
United Kingdom
$2.5M -$2.18M -20,629 -47%
KFP
577
KMG Fiduciary Partners
Ohio
$2.5M -$55.9K -528 -2%
HWM
578
HB Wealth Management
Georgia
$2.49M +$1.16M +10,936 +91%
HWIS
579
Hancock Whitney Investment Services
Louisiana
$2.48M -$2.67M -25,197 -52%
TLFA
580
True Link Financial Advisors
California
$2.46M +$2.38M +22,529 +10,831%
FPAS
581
Focus Partners Advisor Solutions
Missouri
$2.45M +$2.39M +22,615 New
CWA
582
Capital Wealth Alliance
Arizona
$2.44M -$11.7K -111 -0.5%
ACM
583
Antonetti Capital Management
Florida
$2.44M -$33.7K -318 -1%
MG
584
Mather Group
Illinois
$2.44M +$1.29M +12,165 +118%
Bessemer Group
585
Bessemer Group
New Jersey
$2.41M -$114K -1,080 -5%
FNFDCM
586
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.37M +$7.94K +75 +0.3%
AIM
587
Allen Investment Management
New York
$2.36M +$2.06M +19,421 +818%
GRP
588
Global Retirement Partners
California
$2.36M +$2.58M +24,390 New
VWA
589
Visionary Wealth Advisors
Illinois
$2.34M -$270K -2,555 -11%
FWI
590
Facet Wealth Inc
Maryland
$2.33M +$50.5K +477 +2%
MFG
591
MTM Financial Group
Pennsylvania
$2.32M +$2.27M +21,418 New
NCA
592
New Century Advisors
Maryland
$2.32M -$1.88M -17,770 -45%
CAM
593
Cresset Asset Management
Illinois
$2.31M -$191K -1,804 -8%
IA
594
IFG Advisory
Georgia
$2.31M +$152K +1,436 +7%
CIC
595
Carnegie Investment Counsel
Ohio
$2.31M -$21.5K -203 -0.9%
IP
596
Investment Partners
Ohio
$2.3M -$31.3K -296 -1%
CFP
597
Curran Financial Partners
South Carolina
$2.28M +$31.7K +300 +1%
BO
598
Bank OZK
Arkansas
$2.28M +$225K +2,123 +11%
BWA
599
Bordeaux Wealth Advisors
California
$2.28M -$2.46M -23,215 -52%
CC
600
Callan Capital
California
$2.27M +$215K +2,030 +11%

VNQ Hedge Fund Activity: Q1 2022 in Review

1,641 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q1 2022, worth a combined $27.6B — down 5.7% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VNQ and 107 opened new positions — a net loss of 16 holders — while 595 trimmed existing stakes and 757 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $261M. The largest seller was JP Morgan Chase, cutting an estimated $351M.

  • 1,641 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q1 2022, down from 1,678 in Q4 2021.
  • Funds reported $27.6B of Vanguard Real Estate ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 107 funds opened new Vanguard Real Estate ETF positions in Q1 2022 and 123 closed out, a net change of -16 holders.
  • The largest Vanguard Real Estate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $261M added.
  • The largest Vanguard Real Estate ETF seller in Q1 2022 was JP Morgan Chase, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2022.