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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,343 hedge funds and large institutions have $20.8B invested in Vanguard Real Estate ETF in 2021 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 583 increasing their positions, 486 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,343
Holders Change
+26
Holders Change %
+1.97%
% of All Funds
23.65%
Holding in Top 10
107
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.31%
% of All Funds
1.88%
New
128
Increased
583
Reduced
486
Closed
90
Calls
$134M
Puts
$464M
Net Calls
-$330M
Net Calls Change
+$272M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.46B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$426M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$370M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$928M
5
Charles Schwab
Charles Schwab
California
$142M

Top Sellers

1
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
2
UBS Group
UBS Group
Switzerland
$511M
3
SS
Simplicity Solutions
Minnesota
$203K
4
AllianceBernstein
AllianceBernstein
Tennessee
$27.7M
5
Wells Fargo
Wells Fargo
California
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
826
Apollon Wealth Management
South Carolina
$593K +$593K +6,459 New
BFM
827
Boston Financial Management
Massachusetts
$590K +$2.3K +25 +0.4%
DCM
828
Dupont Capital Management
Delaware
$587K -$2.56M -27,885 -81%
KLCM
829
KG&L Capital Management
Louisiana
$587K +$23.1K +251 +4%
RSWM
830
Robertson Stephens Wealth Management
California
$585K +$585K +6,378 New
NEGWA
831
New England Guild Wealth Advisors
Connecticut
$583K -$35.8K -390 -6%
PMG
832
Private Management Group
California
$580K – – –
FMW
833
Farr Miller & Washington
District of Columbia
$578K +$2.85K +31 +0.5%
SFSIG
834
San Francisco Sentry Investment Group
California
$574K +$62.7K +683 +12%
VVP
835
Venture Visionary Partners
Ohio
$572K +$27.4K +298 +5%
BCA
836
Bray Capital Advisors
Florida
$570K +$29.9K +326 +6%
AF
837
Arrow Financial
New York
$566K +$160K +1,740 +39%
SIC
838
Samalin Investment Counsel
New York
$565K +$55.1K +600 +11%
BCM
839
Boltwood Capital Management
California
$562K – – –
GG
840
Gofen & Glossberg
Illinois
$561K -$26.7K -290 -5%
TAM
841
Tocqueville Asset Management
New York
$559K +$559K +6,080 New
SAM
842
S.A. Mason
Michigan
$552K -$2.3K -25 -0.4%
BIA
843
Barry Investment Advisors
Massachusetts
$545K +$30.9K +336 +6%
TPWA
844
TRUE Private Wealth Advisors
Oregon
$544K +$136K +1,482 +33%
RWA
845
Ropes Wealth Advisors
Massachusetts
$542K – – –
CCA
846
Cobblestone Capital Advisors
New York
$541K – – –
NCM
847
Narwhal Capital Management
Georgia
$540K +$70.2K +764 +15%
PAMG
848
Patton Albertson Miller Group
Tennessee
$539K -$6.98K -76 -1%
OA
849
Oxbow Advisors
Texas
$536K -$33.7K -367 -6%
KFP
850
Keystone Financial Planning
Ohio
$536K – – –
32 33
34
35 36