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Vanguard Real Estate ETF

1,575 hedge funds and large institutions have $22.1B invested in Vanguard Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 657 increasing their positions, 634 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 634

0.75% less ownership

Funds ownership: 59.23%58.49% (-0.75%)

4% less funds holding

Funds holding: 1,6411,575 (-66)

11% less funds holding in top 10

Funds holding in top 10: 158140 (-18)

20% less capital invested

Capital invested by funds: $27.6B → $22.1B (-$5.54B)

34% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 148

78% less call options, than puts

Call options by funds: $59.3M | Put options by funds: $271M

Holders
1,575
Holders Change
-66
Holders Change %
-4.02%
% of All Funds
26.53%
Holding in Top 10
140
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.39%
% of All Funds
2.36%
New
97
Increased
657
Reduced
634
Closed
148
Calls
$59.3M
Puts
$271M
Net Calls
-$212M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
826
Range Financial Group
Oregon
$959K +$14K +140 +1%
GWCM
827
Godshalk Welsh Capital Management
Pennsylvania
$953K -$4.98K -50 -0.5%
TDWM
828
Topel & Distasi Wealth Management
California
$948K +$1.4K +14 +0.1%
EWA
829
Exencial Wealth Advisors
Oklahoma
$946K +$167K +1,674 +19%
LMKC
830
L.M. Kohn & Company
Ohio
$944K -$6.08K -61 -0.6%
KA
831
Kovack Advisors
Florida
$943K -$9.87K -99 -0.9%
QFA
832
Quantum Financial Advisors
California
$936K +$931K +9,340 New
MWM
833
Merriman Wealth Management
Washington
$933K +$366K +3,669 +56%
MECA
834
Miller Equity Capital Advisors
Texas
$929K
BBW
835
Blue Barn Wealth
Utah
$923K
FTS
836
Fifth Third Securities
Ohio
$922K +$203K +2,035 +25%
SFG
837
Steward Financial Group
Texas
$922K +$462K +4,632 +84%
BAG
838
Briggs Advisory Group
Rhode Island
$921K -$8.77K -88 -0.9%
AFA
839
American Financial Advisors
Georgia
$918K +$2.19K +22 +0.2%
1IA
840
1834 Investment Advisors
Wisconsin
$915K
AWM
841
Apollon Wealth Management
South Carolina
$914K -$479K -4,804 -32%
PWMAG
842
Pinnacle Wealth Management Advisory Group
New Jersey
$913K -$44.9K -450 -4%
MUAMU
843
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$911K -$1.59M -16,000 -62%
CA
844
Carson Advisory
Georgia
$910K -$1.79K -18 -0.2%
TCWA
845
Ten Capital Wealth Advisors
Washington
$906K +$362K +3,635 +58%
SSW
846
Smith Shellnut Wilson
Mississippi
$901K +$3.29K +33 +0.3%
AFS
847
Axiom Financial Strategies
Indiana
$896K -$167K -1,672 -15%
VCM
848
Verde Capital Management
Michigan
$884K -$175K -1,758 -15%
CAG
849
Csenge Advisory Group
Florida
$882K +$29.1K +292 +3%
AFS
850
Annapolis Financial Services
Maryland
$878K +$274K +2,747 +40%

VNQ Hedge Fund Activity: Q2 2022 in Review

1,575 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q2 2022, worth a combined $22.1B — down 20% from $27.6B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of VNQ and 97 opened new positions — a net loss of 51 holders — while 634 trimmed existing stakes and 657 added.

The largest buyer was Morgan Stanley, adding an estimated $563M. The largest seller was Fidelity Investments, cutting an estimated $477M.

  • 1,575 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q2 2022, down from 1,641 in Q1 2022.
  • Funds reported $22.1B of Vanguard Real Estate ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 97 funds opened new Vanguard Real Estate ETF positions in Q2 2022 and 148 closed out, a net change of -51 holders.
  • The largest Vanguard Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $563M added.
  • The largest Vanguard Real Estate ETF seller in Q2 2022 was Fidelity Investments, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2022.