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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,612 hedge funds and large institutions have $22.5B invested in Vanguard Real Estate ETF in 2022 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 657 increasing their positions, 576 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,612
Holders Change
+114
Holders Change %
+7.61%
% of All Funds
26.01%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
2%
New
239
Increased
657
Reduced
576
Closed
89
Calls
$89.7M
Puts
$380M
Net Calls
-$290M
Net Calls Change
-$74.7M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$627M
2
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$530M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$124M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$76.5M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$208M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
Bank of America
Bank of America
North Carolina
-$81.2M
4
Victory Capital Management
Victory Capital Management
Texas
-$34.9M
5
Millennium Management
Millennium Management
New York
-$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWP
651
Mosaic Family Wealth Partners
Missouri
$1.55M +$1.55M +18,762 New
CWA
652
CJM Wealth Advisers
Virginia
$1.55M +$241K +2,917 +18%
GP
653
Girard Partners
Pennsylvania
$1.55M -$15.7K -190 -1%
CA
654
Continuum Advisory
Idaho
$1.54M +$8.58K +104 +0.6%
OFG
655
Oxford Financial Group
Indiana
$1.53M -$9.4K -114 -0.6%
SCM
656
SOL Capital Management
Maryland
$1.52M +$527K +6,388 +53%
BWA
657
Bordeaux Wealth Advisors
California
$1.51M -$11.8K -143 -0.8%
APG
658
Abacus Planning Group
South Carolina
$1.51M +$135K +1,640 +10%
MNG
659
Manning & Napier Group
New York
$1.5M -$1.55M – –
CI
660
Conning Inc
Connecticut
$1.49M +$252K +3,057 +20%
CAM
661
Covenant Asset Management
New Jersey
$1.49M -$3.22K -39 -0.2%
MOS
662
MGO One Seven
Ohio
$1.49M +$438K +5,314 +42%
FBB
663
Fulton Breakefield Broenniman
Maryland
$1.48M +$25.5K +309 +2%
CBFP
664
Cedar Brook Financial Partners
Ohio
$1.48M +$369K +4,470 +33%
HCMT
665
Highland Capital Management (Tennessee)
Tennessee
$1.47M -$48.7K -590 -3%
KNFPWM
666
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.45M +$1.45M +17,568 New
AT
667
American Trust
Kentucky
$1.45M -$14.4K -175 -1%
KP
668
Keel Point
Alabama
$1.44M -$184K -2,230 -11%
FHB
669
First Hawaiian Bank
Hawaii
$1.44M -$7.92K -96 -0.5%
IA
670
IFG Advisors
Missouri
$1.44M +$555K +6,725 +63%
GCA
671
Gradient Capital Advisors
California
$1.43M -$22.7K -275 -2%
BWCS
672
Beirne Wealth Consulting Services
Connecticut
$1.43M +$156K +1,887 +12%
EWA
673
Exencial Wealth Advisors
Oklahoma
$1.43M +$566K +6,861 +66%
MFG
674
Merit Financial Group
Georgia
$1.43M +$97.8K +1,186 +7%
PB
675
Pinnacle Bancorp
Nebraska
$1.41M +$205K +2,480 +17%
25 26
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