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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 %
BAM
726
Belpointe Asset Management
Nevada
$1.26M -$602K -7,298 -32%
HCM
727
Hollencrest Capital Management
California
$1.26M +$78.6K +953 +7%
HWM
728
Howard Wealth Management
Connecticut
$1.25M +$37.7K +457 +3%
SIC
729
Salem Investment Counselors
North Carolina
$1.25M -$19.2K -233 -2%
AIM
730
Alhambra Investment Management
Florida
$1.24M +$1.24M +15,052 New
BFA
731
BBJS Financial Advisors
Washington
$1.24M +$1.24M +15,032 New
SPA
732
Sentinel Pension Advisors
Massachusetts
$1.24M -$4.29K -52 -0.3%
JIC
733
Joel Isaacson & Co
New York
$1.24M -$32.6K -395 -3%
IC
734
IEQ Capital
California
$1.24M +$92K +1,115 +8%
FWM
735
Fingerlakes Wealth Management
New York
$1.23M -$8.08K -98 -0.7%
KOMWMG
736
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.23M +$74.8K +907 +6%
SFP
737
Strategic Financial Planning
Texas
$1.22M +$539K +6,532 +79%
WPW
738
Watershed Private Wealth
Illinois
$1.22M +$1.22M +14,754 New
NP
739
NorthRock Partners
Minnesota
$1.21M +$316K +3,832 +35%
CAMG
740
CWA Asset Management Group
Florida
$1.21M -$78.9K -957 -6%
EC
741
Estate Counselors
Wisconsin
$1.21M +$669K +8,110 +124%
MCWS
742
McKinley Carter Wealth Services
West Virginia
$1.21M -$155K -1,885 -11%
PPP
743
Private Portfolio Partners
New Jersey
$1.2M +$55.1K +668 +5%
DDC
744
DF Dent & Co
Maryland
$1.2M – – –
GWM
745
Geneos Wealth Management
Colorado
$1.19M +$108K +1,308 +10%
BCM
746
Barden Capital Management
Texas
$1.19M +$125K +1,511 +12%
KFA
747
Kelleher Financial Advisors
New York
$1.18M – – –
OCM
748
One Capital Management
California
$1.18M -$3.97M -48,135 -77%
PFSC
749
Peoples Financial Services Corp
Pennsylvania
$1.18M +$8.08K +98 +0.7%
NCM
750
Next Capital Management
New York
$1.17M – – –
28 29
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