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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 %
AIP
851
Almanack Investment Partners
Pennsylvania
$885K +$885K +10,727 New
NFP
852
Narus Financial Partners
Utah
$883K +$236K +2,857 +36%
IAS
853
Insigneo Advisory Services
Florida
$877K +$877K +10,634 New
CFO
854
CVA Family Office
Colorado
$875K +$29K +351 +3%
WSTAM
855
Wilbanks Smith & Thomas Asset Management
Virginia
$871K -$364K -4,419 -29%
GWCM
856
Godshalk Welsh Capital Management
Pennsylvania
$863K – – –
LMKC
857
L.M. Kohn & Company
Ohio
$856K -$16.8K -204 -2%
BAG
858
Briggs Advisory Group
Rhode Island
$855K +$21.2K +257 +3%
MFT
859
Moisand Fitzgerald Tamayo
Florida
$854K -$74.5K -903 -8%
GIM
860
Goelzer Investment Management
Indiana
$847K +$312K +3,784 +58%
TDWM
861
Topel & Distasi Wealth Management
California
$847K – – –
SCA
862
Snowden Capital Advisors
New York
$846K +$67.7K +821 +9%
NSIM
863
North Star Investment Management
Illinois
$845K -$41.6K -504 -5%
SFA
864
Sequoia Financial Advisors
Ohio
$845K +$48K +582 +6%
CWM
865
Connecticut Wealth Management
Connecticut
$841K +$243K +2,951 +41%
MECA
866
Miller Equity Capital Advisors
Texas
$841K – – –
HCM
867
Hengehold Capital Management
Ohio
$841K +$20.1K +244 +2%
CFS
868
CRA Financial Services
New Jersey
$837K -$83.8K -1,016 -9%
EWM
869
Evercore Wealth Management
New York
$833K -$175K -2,127 -17%
SIA
870
Sage Investment Advisers
New York
$833K +$207K +2,509 +33%
KA
871
Kovack Advisors
Florida
$832K +$25.3K +307 +3%
WCM
872
Wavelength Capital Management
Connecticut
$832K -$743K -9,013 -47%
MWA
873
Martel Wealth Advisors
Washington
$831K +$3.3K +40 +0.4%
Simplex Trading
874
Simplex Trading
Illinois
$831K +$831K +10,087 New
SMA
875
Sage Mountain Advisors
Georgia
$823K +$673K +8,154 +448%
33 34
35
36 37