VNQ icon

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
+$157M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$136M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$114M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
5
Charles Schwab
Charles Schwab
California
+$101M

Top Sellers

1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$122M
2
UBS Group
UBS Group
Switzerland
-$73.8M
3
SS
Simplicity Solutions
Minnesota
-$45.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$40.1M
5
Wells Fargo
Wells Fargo
California
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
851
Dakota Wealth Management
Florida
$535K -$291K -3,171 -35%
HPC
852
HM Payson & Co
Maine
$534K -$5.33K -58 -1%
GWM
853
GSB Wealth Management
Connecticut
$534K +$534K +5,811 New
JWS
854
Juncture Wealth Strategies
Arizona
$533K -$828K -8,955 -61%
IA
855
Insight Advisors
Pennsylvania
$533K -$19.4K -196 -4%
PFM
856
Patton Fund Management
Texas
$530K +$530K +4,075 New
BAIA
857
Bel Air Investment Advisors
California
$526K +$526K +5,730 New
LWA
858
Lowe Wealth Advisors
Maryland
$522K +$522K +5,680 New
TCBWMS
859
Texas Capital Bank Wealth Management Services
Texas
$521K +$58.2K +633 +13%
CC
860
Cedar Capital
Illinois
$519K -$86.3K -939 -14%
AWM
861
Aevitas Wealth Management
Massachusetts
$518K +$57.3K +624 +12%
UTC
862
Unified Trust Company
Kentucky
$516K – – –
OCM
863
Orleans Capital Management
Louisiana
$512K -$9.19K -100 -2%
RG
864
Rathbones Group
United Kingdom
$512K +$95.3K +1,038 +23%
OPWM
865
Oakwell Private Wealth Management
Texas
$511K -$3.12K -34 -0.6%
MFIMFI
866
Mesirow Financial Investment Management - Fixed Income
Illinois
$511K – – –
AWP
867
Accretive Wealth Partners
New Jersey
$510K +$85.8K +935 +20%
ANBT
868
American National Bank & Trust
Texas
$508K -$5.33K -58 -1%
FIM
869
Fernwood Investment Management
Massachusetts
$504K -$141K -1,534 -22%
BWA
870
BDO Wealth Advisors
Florida
$504K +$203K +2,204 +67%
VC
871
Veracity Capital
Georgia
$501K +$81 +57 +0%
H
872
HoyleCohen
California
$501K +$22.7K +247 +5%
PFWA
873
Paces Ferry Wealth Advisors
Georgia
$497K +$1.65K +18 +0.3%
SBH
874
Segall Bryant & Hamill
Illinois
$497K +$137K +1,497 +38%
SCM
875
Spreng Capital Management
Ohio
$495K -$14.1K -153 -3%
33 34
35
36 37