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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,543 hedge funds and large institutions have $18.6B invested in Vanguard Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 532 increasing their positions, 696 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,543
Holders Change
-36
Holders Change %
-2.28%
% of All Funds
24.33%
Holding in Top 10
114
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.39%
% of All Funds
1.8%
New
96
Increased
532
Reduced
696
Closed
114
Calls
$122M
Puts
$436M
Net Calls
-$314M
Net Calls Change
+$22.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$193M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$75.5M
3
BP
Ballentine Partners
Massachusetts
+$55.4M
4
Millennium Management
Millennium Management
New York
+$46.8M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$41.9M

Top Sellers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$301M
2
MYLI
Meiji Yasuda Life Insurance
Japan
-$117M
3
Wells Fargo
Wells Fargo
California
-$78.2M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$69.4M
5
VA
Valmark Advisers
Ohio
-$58.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
801
Watershed Private Wealth
Illinois
$901K -$383K -4,583 -30%
MWA
802
Martel Wealth Advisors
Washington
$900K +$39.8K +476 +5%
VVP
803
Venture Visionary Partners
Ohio
$899K -$159K -1,901 -15%
AIP
804
Almanack Investment Partners
Pennsylvania
$897K +$919 +11 +0.1%
AWP
805
Accretive Wealth Partners
New Jersey
$889K +$36K +431 +4%
AWM
806
Apollon Wealth Management
South Carolina
$886K +$37.5K +449 +4%
TC
807
Trust Company
Kansas
$882K -$13.6K -163 -2%
BFG
808
Bouchey Financial Group
New York
$877K +$84.7K +1,014 +11%
FPTW
809
Franklin, Parlapiano, Turner & Welch
Texas
$874K – – –
FFM
810
Forum Financial Management
Illinois
$874K +$443K +5,299 +103%
RSWM
811
Robertson Stephens Wealth Management
California
$866K -$152K -1,798 -15%
WF
812
Warner Financial
Maryland
$860K -$3.26K -39 -0.4%
MFT
813
Moisand Fitzgerald Tamayo
Florida
$854K -$2.34K -28 -0.3%
MECA
814
Miller Equity Capital Advisors
Texas
$852K – – –
AFS
815
AFG Fiduciary Services
Massachusetts
$849K +$197K +2,290 +30%
RA
816
Rockingstone Advisors
Massachusetts
$848K +$2.34K +28 +0.3%
LMKC
817
L.M. Kohn & Company
Ohio
$848K -$20.6K -246 -2%
BAG
818
Briggs Advisory Group
Rhode Island
$845K – – –
OCFG
819
O'Connor Financial Group
Illinois
$840K +$54.3K +650 +7%
NFP
820
Narus Financial Partners
Utah
$833K -$105K -1,262 -11%
SF
821
Safeguard Financial
Wisconsin
$823K -$38.2K -457 -4%
CPCM
822
Cardinal Point Capital Management
Ontario, Canada
$822K -$107K -1,268 -12%
WI
823
Wintrust Investments
Illinois
$821K -$92.3K -1,104 -10%
FNBT
824
FineMark National Bank & Trust
Florida
$821K +$41.9K +502 +5%
GPI
825
General Partner Inc
Pennsylvania
$819K – – –
31 32
33
34 35