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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
KW
851
KWB Wealth
California
$877K -$219K -2,199 -19%
FFC
852
Fure Financial Corporation
Minnesota
$874K
SBF
853
Sara-Bay Financial
Florida
$874K +$30.4K +305 +3%
Barclays
854
Barclays
United Kingdom
$874K +$956K +9,594 New
MWA
855
Martel Wealth Advisors
Washington
$871K -$14.9K -149 -2%
CA
856
CGN Advisors
Kansas
$869K +$9.37K +94 +1%
GWM
857
Greenwich Wealth Management
Connecticut
$865K +$29.9K +300 +3%
TF
858
Tompkins Financial
New York
$864K -$556K -5,575 -37%
BS
859
Boenning & Scattergood
Pennsylvania
$863K -$532K -5,342 -36%
WA
860
Wambolt & Associates
Colorado
$862K -$26.5K -266 -3%
AWP
861
Abacus Wealth Partners
California
$855K -$26.5K -266 -3%
WP
862
WMS Partners
Maryland
$852K +$720K +7,227 +340%
FNBT
863
FineMark National Bank & Trust
Florida
$851K -$73.3K -735 -7%
FSWA
864
Financial Synergies Wealth Advisors
Texas
$850K -$639K -6,410 -41%
UA
865
Unison Advisors
District of Columbia
$847K +$104K +1,043 +13%
CA
866
Claro Advisors
Massachusetts
$843K -$22.7K -228 -2%
C
867
Certuity
Florida
$840K -$76K -762 -8%
TCBWMS
868
Texas Capital Bank Wealth Management Services
Texas
$838K -$110K -1,100 -11%
EDRH
869
Edmond de Rothschild Holding
Switzerland
$836K -$582K -5,835 -39%
NCM
870
NCM Capital Management
New Jersey
$831K -$7.18K -72 -0.8%
National Bank of Canada
871
National Bank of Canada
Quebec, Canada
$831K +$2.79K +28 +0.3%
AWP
872
Accretive Wealth Partners
New Jersey
$831K +$9.37K +94 +1%
Macquarie Group
873
Macquarie Group
Australia
$830K +$897K +8,997 +7,498%
TRIA
874
Trail Ridge Investment Advisors
Colorado
$829K -$183K -1,838 -17%
HGERS
875
Householder Group Estate & Retirement Specialist
Arizona
$829K -$172K -1,728 -16%

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.