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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,659 hedge funds and large institutions have $21.2B invested in Vanguard Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 581 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,659
Holders Change
+146
Holders Change %
+9.65%
% of All Funds
24.32%
Holding in Top 10
124
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+24%
% of All Funds
1.82%
New
265
Increased
581
Reduced
669
Closed
97
Calls
$95.4M
Puts
$528M
Net Calls
-$432M
Net Calls Change
-$288M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$886M
2
Goldman Sachs
Goldman Sachs
New York
+$402M
3
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
+$150M
4
ETC
Exchange Traded Concepts
Oklahoma
+$102M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$68.8M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$173M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$117M
3
KC
Kepos Capital
New York
-$108M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$89.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
751
Advisors Capital Management
New Jersey
$1.27M +$691K +7,820 +120%
NCM
752
Next Capital Management
New York
$1.26M – – –
RIM
753
Rakuten Investment Management
Japan
$1.26M – – –
XF
754
XML Financial
Maryland
$1.25M +$609K +6,893 +95%
WCM
755
Windsor Capital Management
Arizona
$1.24M -$3.27K -37 -0.3%
SC
756
Sepio Capital
Utah
$1.23M -$1.37M -15,544 -53%
CWM
757
Congress Wealth Management
Massachusetts
$1.23M +$478K +5,406 +64%
IA
758
IFG Advisory
Georgia
$1.23M -$276K -3,123 -18%
KFA
759
Kelleher Financial Advisors
New York
$1.22M -$457K -5,175 -27%
BIM
760
Bridges Investment Management
Nebraska
$1.22M – – –
VPA
761
Vernal Point Advisors
California
$1.22M +$1.22M +13,805 New
CA
762
Crewe Advisors
Utah
$1.22M -$282K -3,186 -19%
JWA
763
JFS Wealth Advisors
Pennsylvania
$1.22M -$84.5K -956 -6%
MSFS
764
Main Street Financial Solutions
Pennsylvania
$1.21M +$15.6K +176 +1%
MPCG
765
Matrix Private Capital Group
New York
$1.2M -$308K -3,490 -20%
HCM
766
Hengehold Capital Management
Ohio
$1.2M +$353K +3,996 +41%
PCA
767
Pallas Capital Advisors
Massachusetts
$1.2M +$1.2M +13,630 New
HWM
768
Howard Wealth Management
Connecticut
$1.2M -$60.1K -680 -5%
MIH
769
Meitav Investment House
Israel
$1.19M – – –
SSW
770
Stone Summit Wealth
Florida
$1.19M +$195K +2,211 +20%
PPP
771
Private Portfolio Partners
New Jersey
$1.18M -$21.5K -243 -2%
CA
772
CGN Advisors
Kansas
$1.18M -$57.9K -655 -5%
SOS
773
Silver Oak Securities
Tennessee
$1.18M +$827K +9,356 +236%
RIL
774
Rothschild Investment LLC
Illinois
$1.17M -$61.9K -700 -5%
AWP
775
Accretive Wealth Partners
New Jersey
$1.16M +$203K +2,295 +21%
29 30
31
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