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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
CP
876
Cumberland Partners
Ontario, Canada
$825K +$902K +9,050 New
TCMP
877
Thrive Capital Management (Pennsylvania)
Pennsylvania
$823K +$511K +5,126 +131%
FPS
878
Fieldpoint Private Securities
Connecticut
$821K -$43.7K -438 -5%
CWM
879
Chesapeake Wealth Management
Virginia
$818K +$4.19K +42 +0.5%
FFC
880
First Financial Corp
Indiana
$818K +$24.4K +245 +3%
SSW
881
Stone Summit Wealth
Florida
$818K +$35.9K +360 +4%
FMWA
882
Forvis Mazars Wealth Advisors
Missouri
$816K +$331K +3,322 +59%
CIP
883
Capital Insight Partners
Arizona
$815K +$6.98K +70 +0.8%
MFG
884
Magnus Financial Group
New York
$815K +$90.1K +904 +11%
BFC
885
Bedel Financial Consulting
Indiana
$813K +$62.7K +629 +8%
CCA
886
Cadent Capital Advisors
Oklahoma
$806K +$44.2K +443 +5%
ANTB
887
AMG National Trust Bank
Colorado
$804K
PG
888
Patten Group
Tennessee
$804K +$6.58K +66 +0.8%
EFS
889
Essex Financial Services
Connecticut
$803K -$231K -2,316 -21%
NEGWA
890
New England Guild Wealth Advisors
Connecticut
$803K +$45.1K +452 +5%
SCA
891
Snowden Capital Advisors
New York
$803K +$153K +1,534 +21%
GEA
892
Glen Eagle Advisors
New Jersey
$801K +$7.58K +76 +0.9%
SSWM
893
Sheets Smith Wealth Management
North Carolina
$800K +$106K +1,062 +14%
FP
894
Financial Perspectives
Minnesota
$799K +$8.17K +82 +0.9%
STA
895
Summit Trail Advisors
New York
$796K -$73.7K -739 -8%
CDIA
896
Capital Directions Investment Advisors
Georgia
$793K -$44.9K -450 -5%
SSG
897
Summit Securities Group
New York
$793K
IFS
898
Intelligent Financial Strategies
Minnesota
$792K +$866K +8,689 New
HIS
899
Horizon Investment Services
Indiana
$784K -$55K -552 -6%
IWN
900
Independent Wealth Network
Iowa
$783K -$897 -9 -0.1%

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.