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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 %
EA
826
Eclectic Associates
California
$962K -$211K -2,553 -18%
DWT
827
Dorsey & Whitney Trust
South Dakota
$962K +$120K +1,458 +14%
FNBSF
828
First National Bank Sioux Falls
South Dakota
$958K -$25.9K -314 -3%
ECG
829
Edge Capital Group
Georgia
$954K -$20K -243 -2%
RFG
830
Range Financial Group
Oregon
$950K +$51.5K +624 +6%
AIM
831
Anchor Investment Management
South Carolina
$948K -$41K -497 -4%
AFA
832
American Financial Advisors
Georgia
$947K +$113K +1,370 +14%
PCM
833
Piedmont Capital Management
Montana
$946K -$62.3K -754 -6%
FCFC
834
First Commonwealth Financial Corp
Pennsylvania
$944K +$82 +1 +0%
PF
835
Parker Financial
Washington
$944K +$944K +11,445 New
WI
836
Wintrust Investments
Illinois
$941K -$8.09K -98 -0.9%
BFA
837
Brown Financial Advisory
Alabama
$941K +$941K +11,404 New
IFWM
838
Institute for Wealth Management
Colorado
$926K -$62.5K -758 -6%
FFL
839
Financial Freedom LLC
Ohio
$923K +$923K +11,187 New
CFMC
840
Curbstone Financial Management Corp
New Hampshire
$921K -$4.95K -60 -0.5%
MFA
841
Mayflower Financial Advisors
Massachusetts
$920K -$76.2K -924 -8%
VWA
842
Visionary Wealth Advisors
Illinois
$920K -$579K -7,014 -39%
RCI
843
RS Crum Inc
California
$918K +$918K +11,135 New
SF
844
Safeguard Financial
Wisconsin
$915K -$254K -3,077 -22%
CPWMP
845
Cardinal Point Wealth Management Partners
California
$909K +$29.5K +358 +3%
CPCM
846
Cardinal Point Capital Management
Ontario, Canada
$909K +$909K +11,020 New
HF
847
Halpern Financial
Virginia
$909K – – –
CF
848
Centaurus Financial
California
$906K +$124K +1,504 +16%
TC
849
Trust Company
Kansas
$898K +$24.2K +294 +3%
PCIA
850
Prime Capital Investment Advisors
Kansas
$888K +$307K +3,719 +53%
32 33
34
35 36