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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,673 hedge funds and large institutions have $29.3B invested in Vanguard Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+240
Holders Change %
+16.75%
% of All Funds
25.84%
Holding in Top 10
169
Holding in Top 10 Change
+51
Holding in Top 10 Change %
+43.22%
% of All Funds
2.61%
New
330
Increased
719
Reduced
459
Closed
66
Calls
$109M
Puts
$447M
Net Calls
-$338M
Net Calls Change
-$192M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$155M
2
Creative Planning
Creative Planning
Kansas
+$142M
3
Bank of America
Bank of America
North Carolina
+$113M
4
UBS Group
UBS Group
Switzerland
+$95.2M
5
LSAG
Lake Street Advisors Group
New Hampshire
+$72.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$230M
2
Northern Trust
Northern Trust
Illinois
-$131M
3
Barclays
Barclays
United Kingdom
-$100M
4
MFM
MD Financial Management
Ontario, Canada
-$69.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
751
Latitude Advisors
Florida
$1.48M +$174K +1,497 +13%
AWM
752
Apollon Wealth Management
South Carolina
$1.48M +$259K +2,241 +21%
LWM
753
Laidlaw Wealth Management
New York
$1.48M +$1.48M +12,747 New
CBFP
754
Cedar Brook Financial Partners
Ohio
$1.47M +$12.4K +107 +0.9%
WDG
755
Wealth Dimensions Group
Ohio
$1.46M -$146K -1,262 -9%
SIS
756
Sound Income Strategies
Florida
$1.44M +$235K +2,029 +20%
PPP
757
Private Portfolio Partners
New Jersey
$1.44M +$209K +1,799 +17%
SWM
758
Soundmark Wealth Management
Washington
$1.44M -$2.18M -18,754 -60%
CIM
759
Corda Investment Management
Texas
$1.43M -$137K -1,183 -9%
CA
760
Crewe Advisors
Utah
$1.43M +$135K +1,167 +10%
TFA
761
Tobias Financial Advisors
Florida
$1.43M +$1.43M +12,355 New
GWM
762
Gitterman Wealth Management
New Jersey
$1.43M -$487K -4,195 -25%
CGPCS
763
Capital Group Private Client Services
California
$1.42M +$1.86K +16 +0.1%
MFT
764
Moisand Fitzgerald Tamayo
Florida
$1.42M -$39.7K -342 -3%
IAG
765
Investment Advisory Group
Massachusetts
$1.41M +$1.41M +13,485 New
FTUS
766
Flow Traders U.S.
New York
$1.4M -$1.65M -14,254 -54%
HWM
767
HB Wealth Management
Georgia
$1.4M +$1.4M +12,074 New
SPI
768
Sutton Place Investors
New York
$1.39M +$1.39M +12,011 New
MFA
769
Mayflower Financial Advisors
Massachusetts
$1.39M +$5.22K +45 +0.4%
PFA
770
Paradigm Financial Advisors
Missouri
$1.39M +$65.5K +565 +5%
Capital Fund Management (CFM)
771
Capital Fund Management (CFM)
France
$1.39M +$1.39M +11,943 New
MFC
772
Mechanics Financial Corp
Ohio
$1.39M +$1.39M +11,940 New
AC
773
Apella Capital
Connecticut
$1.37M -$1M -8,626 -42%
KW
774
KWB Wealth
California
$1.37M -$78.9K -680 -5%
BHWM
775
Beaird Harris Wealth Management
Texas
$1.37M +$1.37M +11,813 New
29 30
31
32 33