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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,343 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 583 increasing their positions, 486 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,343
Holders Change
+26
Holders Change %
+1.97%
% of All Funds
23.65%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.88%
New
128
Increased
583
Reduced
486
Closed
90
Calls
$134M
Puts
$464M
Net Calls
-$330M
Net Calls Change
+$272M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.46B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$426M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$370M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$928M
5
Charles Schwab
5
Charles Schwab
California
$142M

Top Sellers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$0
2
UBS Group
2
UBS Group
Switzerland
$511M
3
SS
3
Simplicity Solutions
Minnesota
$203K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$27.7M
5
Wells Fargo
5
Wells Fargo
California
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
601
Sageworth Trust
Pennsylvania
$1.44M – – –
FRA
602
Frank Rimerman Advisors
California
$1.44M +$73K +795 +5%
RIL
603
Rothschild Investment LLC
Illinois
$1.44M +$129K +1,400 +10%
LIM
604
Leavell Investment Management
Alabama
$1.43M -$129K -1,405 -8%
TF
605
Tompkins Financial
New York
$1.43M -$10.8K -118 -0.8%
AWA
606
Arete Wealth Advisors
Illinois
$1.42M +$133K +1,443 +10%
OC
607
Oppenheimer & Co
New York
$1.42M +$288K +3,136 +26%
PHAM
608
Palisades Hudson Asset Management
Florida
$1.42M +$186K +2,029 +15%
CFP
609
Curran Financial Partners
South Carolina
$1.41M +$236K +2,567 +20%
SIS
610
SVB Investment Services
Utah
$1.4M +$93.8K +1,022 +7%
CIM
611
Corda Investment Management
Texas
$1.39M -$101K -1,100 -7%
DDC
612
DF Dent & Co
Maryland
$1.36M – – –
AAS
613
Annex Advisory Services
Wisconsin
$1.36M -$20.8K -226 -2%
OAM
614
Optimal Asset Management
California
$1.34M -$7.9K -86 -0.6%
HCMT
615
Highland Capital Management (Tennessee)
Tennessee
$1.34M +$113K +1,234 +9%
FIA
616
Foundations Investment Advisors
Arizona
$1.33M +$60.5K +642 +5%
RTS
617
Round Table Services
New Jersey
$1.33M +$260K +2,825 +24%
CA
618
Continuum Advisory
Idaho
$1.33M -$18.5K -193 -1%
VanEck Associates
619
VanEck Associates
New York
$1.33M +$191K +2,083 +17%
IC
620
Intersect Capital
California
$1.33M +$106K +1,156 +9%
CBFP
621
Cedar Brook Financial Partners
Ohio
$1.32M +$193K +2,104 +17%
BAAM
622
Baker Avenue Asset Management
California
$1.32M -$151K -1,640 -10%
EFG
623
Everhart Financial Group
Ohio
$1.32M +$41.2K +448 +3%
NCM
624
Next Capital Management
New York
$1.31M – – –
SMDAM
625
Sumitomo Mitsui DS Asset Management
Japan
$1.3M +$1.3M +14,199 New
23 24
25
26 27