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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 %
IC
701
IEQ Capital
California
$909K +$909K +9,894 New
BFA
702
Beacon Financial Advisory
Ohio
$904K -$744K -8,106 -45%
PPP
703
Private Portfolio Partners
New Jersey
$903K -$30.6K -333 -3%
WA
704
Wambolt & Associates
Colorado
$902K -$74.5K -796 -8%
EC
705
Estate Counselors
Wisconsin
$900K -$17.9K -195 -2%
TCOO
706
Trust Company of Oklahoma
Oklahoma
$900K -$1.01K -11 -0.1%
ERWM
707
Elk River Wealth Management
Colorado
$898K +$69.1K +752 +8%
AWP
708
Abacus Wealth Partners
California
$897K +$3.77K +41 +0.4%
CPWM
709
Cardinal Point Wealth Management
California
$897K +$27.1K +295 +3%
PWM
710
Perigon Wealth Management
California
$896K +$30.9K +336 +4%
NIM
711
Northeast Investment Management
Massachusetts
$892K +$5.97K +65 +0.7%
FCFC
712
First Commonwealth Financial Corp
Pennsylvania
$887K +$29K +316 +3%
EA
713
Eclectic Associates
California
$886K -$90.1K -981 -9%
TSS
714
Two Sigma Securities
New York
$884K -$574K -6,246 -39%
LFAS
715
Level Four Advisory Services
Texas
$884K +$53.7K +584 +6%
BCI
716
Brinker Capital Investments
Pennsylvania
$874K -$82.2K -894 -9%
TCMP
717
Thrive Capital Management (Pennsylvania)
Pennsylvania
$853K -$59.2K -645 -6%
STA
718
Summit Trail Advisors
New York
$851K – – –
WCM
719
Wealthcare Capital Management
Virginia
$849K +$279K +3,038 +49%
MCC
720
Money Concepts Capital
Florida
$839K -$10.9K -119 -1%
GWM
721
Greenwich Wealth Management
Connecticut
$839K -$4.59K -49 -0.5%
MWA
722
Martel Wealth Advisors
Washington
$834K +$36.4K +396 +5%
JF
723
Jump Financial
Illinois
$827K +$136K +1,479 +20%
NFG
724
Nations Financial Group
Iowa
$826K -$136K -1,482 -14%
MECA
725
Miller Equity Capital Advisors
Texas
$826K +$12.4K +135 +2%
27 28
29
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