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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 %
BIM
801
Bridges Investment Management
Nebraska
$1.02M -$51.6K -625 -5%
ECA
802
Elevated Capital Advisors
Utah
$1.02M -$129K -1,566 -11%
FWP
803
FAS Wealth Partners
Kansas
$1.01M -$1.38M -16,724 -58%
OCM
804
Orleans Capital Management
Louisiana
$1.01M +$505K +6,125 +100%
TW
805
Towerpoint Wealth
California
$1.01M +$254K +3,078 +34%
WJA
806
Willis Johnson & Associates
Texas
$1M +$2.89K +35 +0.3%
FRA
807
Frank Rimerman Advisors
California
$1M +$1.49K +18 +0.1%
REMPR
808
Roof Eidam Maycock Peralta (REMP)
California
$993K +$993K +12,042 New
ERWM
809
Elk River Wealth Management
Colorado
$991K -$30.9K -375 -3%
FW
810
FirstPurpose Wealth
Utah
$990K -$1.85M -22,393 -65%
EIP
811
Ellis Investment Partners
Pennsylvania
$989K +$26.8K +325 +3%
GA
812
Greytown Advisors
Florida
$986K -$12.3K -149 -1%
B
813
Bridgeworth
Alabama
$982K -$5.77K -70 -0.6%
MLICM
814
Metropolitan Life Insurance Company (MetLife)
New York
$982K +$297K +3,600 +43%
MFC
815
Mechanics Financial Corp
Ohio
$981K – – –
FMN
816
Financial Management Network
California
$978K -$171K -2,030 -15%
SFG
817
Sovereign Financial Group
Connecticut
$976K -$15.1K -183 -2%
LBC
818
Lowe Brockenbrough & Co
Virginia
$972K +$681K +8,252 +234%
APC
819
Asset Planning Corporation
Tennessee
$971K -$224K -2,710 -19%
FLPIM
820
F.L. Putnam Investment Management
Massachusetts
$969K -$126K -1,532 -12%
TI
821
Tidal Investments
Wisconsin
$969K – – –
CAL
822
Capital Analysts LLC
Pennsylvania
$967K +$457K +5,535 +89%
AAS
823
Annex Advisory Services
Wisconsin
$967K -$173K -2,092 -15%
MAM
824
McLean Asset Management
Virginia
$966K +$390K +4,723 +68%
RVPG
825
Relative Value Partners Group
$966K +$211K +2,557 +28%
31 32
33
34 35