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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 %
APC
826
Asset Planning Corporation
Tennessee
$800K -$246K -2,947 -24%
TF
827
Tompkins Financial
New York
$797K -$17.4K -208 -2%
CA
828
Carson Advisory
Georgia
$795K – – –
TW
829
Towerpoint Wealth
California
$794K -$87.5K -1,047 -10%
GIA
830
Gladstone Institutional Advisory
Florida
$787K -$308K -3,688 -28%
NRI
831
NFP Retirement Inc
California
$786K +$28.9K +346 +4%
MCWS
832
McKinley Carter Wealth Services
West Virginia
$785K -$265K -3,173 -25%
TC
833
TAP Consulting
Missouri
$783K +$12.9K +154 +2%
CCC
834
Chelsea Counsel Company
California
$783K – – –
CB
835
Community Bank
New York
$782K -$187K -2,236 -19%
EWM
836
Endowment Wealth Management
Wisconsin
$777K -$5.01K -60 -0.6%
AR
837
Apeiron RIA
Texas
$777K +$3.68K +44 +0.5%
HCM
838
Hengehold Capital Management
Ohio
$776K -$41.4K -496 -5%
BCM
839
BCK Capital Management
Connecticut
$776K – – –
CD
840
Chapin Davis
Maryland
$775K -$2.09K -25 -0.3%
LWP
841
Laurel Wealth Planning
Minnesota
$770K +$30.3K +362 +4%
TPWA
842
TRUE Private Wealth Advisors
Oregon
$769K +$24.6K +294 +3%
AG
843
Ascent Group
Virginia
$768K -$298K -3,570 -28%
AAS
844
Asset Allocation Strategies
Michigan
$768K +$768K +9,186 New
FP
845
Financial Perspectives
Minnesota
$768K +$34.6K +414 +5%
LGWM
846
Litman Gregory Wealth Management
California
$767K +$767K +9,185 New
BW
847
BIP Wealth
Georgia
$763K -$374K -4,471 -33%
CWM
848
Chesapeake Wealth Management
Virginia
$759K -$1.25K -15 -0.2%
JCM
849
Jacobi Capital Management
Pennsylvania
$758K +$15.6K +187 +2%
WIM
850
Westside Investment Management
California
$756K -$140K -1,669 -16%
32 33
34
35 36