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Vanguard Real Estate ETF
VNQ

Overview Fund Activity

1,621 hedge funds and large institutions have $20.2B invested in Vanguard Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 646 increasing their positions, 683 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
-38
Holders Change %
-2.29%
% of All Funds
23.5%
Holding in Top 10
109
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.1%
% of All Funds
1.58%
New
99
Increased
646
Reduced
683
Closed
111
Calls
$248M
Puts
$229M
Net Calls
+$19.1M
Net Calls Change
+$451M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$381M
2
Bank of America
Bank of America
North Carolina
+$112M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$109M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$93.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$71.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.15B
2
Cerity Partners
Cerity Partners
New York
-$313M
3
Goldman Sachs
Goldman Sachs
New York
-$135M
4
Wells Fargo
Wells Fargo
California
-$71.8M
5
VU
Vanderbilt University
Tennessee
-$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRWM
826
ML&R Wealth Management
Texas
$965K -$758K -8,768 -44%
IPW
827
Impact Partnership Wealth
Georgia
$962K +$230K +2,664 +31%
LWP
828
Laurel Wealth Planning
Minnesota
$961K +$115K +1,331 +14%
TC
829
Trust Company
Kansas
$960K -$20.2K -234 -2%
MIA
830
MainStreet Investment Advisors
Illinois
$957K -$64.1K -741 -6%
VWA
831
Visionary Wealth Advisors
Illinois
$954K -$59.2K -685 -6%
KA
832
Kovack Advisors
Florida
$954K +$26.5K +306 +3%
VWM
833
VCI Wealth Management
Missouri
$952K -$160K -1,853 -14%
RVPG
834
Relative Value Partners Group
$945K -$35.3K -421 -4%
OAM
835
Oppenheimer Asset Management
New York
$941K -$123K -1,418 -12%
AAS
836
Asset Allocation Strategies
Michigan
$941K +$53.3K +616 +6%
FAIM
837
Financial Advocates Investment Management
Washington
$937K -$137K -1,413 -13%
PFBT
838
Parkside Financial Bank & Trust
Missouri
$935K +$230K +2,656 +33%
NDSI
839
Newman Dignan & Sheerar Inc
Rhode Island
$932K -$649K -7,503 -41%
VCM
840
Verde Capital Management
Michigan
$927K +$213K +2,463 +30%
EA
841
Eclectic Associates
California
$925K +$3.55K +41 +0.4%
ATC
842
Argent Trust Co
Tennessee
$925K – – –
TIM
843
Tortoise Investment Management
New York
$922K +$40K +463 +5%
OBWG
844
Onyx Bridge Wealth Group
New York
$922K -$55.1K -687 -6%
AFA
845
American Financial Advisors
Georgia
$918K -$7.35K -85 -0.8%
TSW
846
Thompson Siegel & Walmsley
Virginia
$914K +$60.4K +698 +7%
CWA
847
Cascade Wealth Advisors
Washington
$911K +$911K +11,151 New
PG
848
Prostatis Group
Maryland
$904K -$476K -5,499 -34%
JIC
849
Joel Isaacson & Co
New York
$903K +$13.3K +154 +1%
SFG
850
SNS Financial Group
Minnesota
$903K -$13.6K -157 -1%
32 33
34
35 36