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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
WCFA
626
Walkner Condon Financial Advisors
Wisconsin
$1.75M +$63.5K +637 +3%
BJL
627
Brighton Jones LLC
Washington
$1.75M +$193K +1,940 +11%
PAS
628
Park Avenue Securities
New York
$1.75M +$157K +1,579 +9%
DWA
629
Dougherty Wealth Advisers
Minnesota
$1.74M +$16.1K +162 +0.9%
PWM
630
Penobscot Wealth Management
Maine
$1.74M -$61.3K -615 -3%
Lido Advisors
631
Lido Advisors
California
$1.74M -$1.24M -12,427 -39%
CSPIA
632
Cary Street Partners Investment Advisory
Virginia
$1.73M +$1.63M +16,365 +620%
OFG
633
Oxford Financial Group
Indiana
$1.72M +$43.9K +440 +2%
TLFA
634
True Link Financial Advisors
California
$1.72M -$389K -3,903 -17%
WT
635
Washington Trust
Rhode Island
$1.71M -$102K -1,020 -5%
DHFB
636
Dixon Hubard Feinour & Brown
Virginia
$1.71M +$14.1K +141 +0.8%
MPCL
637
My Personal CFO LLC
Washington
$1.71M +$121K +1,212 +7%
BCWM
638
Bartlett & Co Wealth Management
Ohio
$1.7M +$6.68K +67 +0.4%
BC
639
Bartlett & Co
Ohio
$1.7M +$6.68K +67 +0.4%
CA
640
Continuum Advisory
Idaho
$1.69M -$31.6K -317 -2%
GA
641
Greenspring Advisors
Maryland
$1.69M +$67K +672 +4%
FG
642
Foster Group
Iowa
$1.69M -$36.3K -364 -2%
GP
643
Girard Partners
Pennsylvania
$1.69M -$1.79K -18 -0.1%
NW
644
NewEdge Wealth
Pennsylvania
$1.68M +$1.17M +11,782 +177%
MPCG
645
Matrix Private Capital Group
New York
$1.68M +$137K +1,377 +8%
MMPW
646
Mitchell McLeod Pugh & Williams
Alabama
$1.66M +$22.4K +225 +1%
GCA
647
Gradient Capital Advisors
California
$1.66M -$56.5K -567 -3%
TWA
648
TCI Wealth Advisors
Arizona
$1.65M -$202K -2,030 -10%
ONSWM
649
Old North State Wealth Management
North Carolina
$1.63M +$26.2K +263 +1%
FBB
650
Fulton Breakefield Broenniman
Maryland
$1.63M +$67.8K +680 +4%

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.