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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
PFM
701
Parsec Financial Management
North Carolina
$1.41M -$451K -4,522 -23%
WTB
702
Washington Trust Bank
Washington
$1.41M +$484K +4,852 +46%
PWM
703
Perigon Wealth Management
California
$1.41M +$388K +3,893 +34%
WPWM
704
Windward Private Wealth Management
Kansas
$1.41M -$7.97K -80 -0.5%
OC
705
Oppenheimer & Co
New York
$1.4M -$84.6K -849 -5%
WEG
706
World Equity Group
Illinois
$1.39M -$62.6K -628 -4%
SPA
707
Sentinel Pension Advisors
Massachusetts
$1.39M -$42.8K -429 -3%
PB
708
Pinnacle Bancorp
Nebraska
$1.39M -$107K -1,077 -7%
FWM
709
Fingerlakes Wealth Management
New York
$1.39M +$33.4K +335 +2%
CA
710
Crewe Advisors
Utah
$1.39M +$196K +1,965 +15%
CAMG
711
CWA Asset Management Group
Florida
$1.38M +$12.5K +125 +0.8%
WSTAM
712
Wilbanks Smith & Thomas Asset Management
Virginia
$1.37M +$70K +702 +5%
TT
713
TI-Trust
Illinois
$1.37M +$30.2K +303 +2%
APC
714
Asset Planning Corporation
Tennessee
$1.36M -$86.4K -867 -5%
AFG
715
Arkansas Financial Group
Arkansas
$1.36M -$80.5K -808 -5%
RTS
716
Round Table Services
New Jersey
$1.35M -$72.4K -726 -5%
WCA
717
Waypoint Capital Advisors
Minnesota
$1.35M +$1.48M +14,824 New
SIS
718
Sound Income Strategies
Florida
$1.35M +$65.8K +660 +5%
TA
719
TrueWealth Advisors
Alabama
$1.35M +$1.08M +10,884 +277%
WDG
720
Wealth Dimensions Group
Ohio
$1.35M +$205K +2,052 +16%
IFWM
721
Institute for Wealth Management
Colorado
$1.34M +$145K +1,459 +11%
MNG
722
Manning & Napier Group
New York
$1.34M
JIP
723
Jaffetilchin Investment Partners
Florida
$1.33M +$14K +140 +1%
AAP
724
Arax Advisory Partners
Colorado
$1.33M +$87.2K +875 +6%
SFG
725
SNS Financial Group
Minnesota
$1.32M -$80.8K -811 -5%

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.