VNQ icon

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 %
SSW
876
Smith Shellnut Wilson
Mississippi
$815K – – –
AWP
877
Accretive Wealth Partners
New Jersey
$810K +$67K +812 +9%
TF
878
Tompkins Financial
New York
$809K -$149K -1,811 -16%
CAG
879
Csenge Advisory Group
Florida
$798K +$825 +10 +0.1%
PA
880
PFG Advisors
Arizona
$797K -$11.6K -141 -1%
CWM
881
Chesapeake Wealth Management
Virginia
$794K +$32.5K +394 +4%
NEGWA
882
New England Guild Wealth Advisors
Connecticut
$792K +$63.7K +772 +9%
GPI
883
General Partner Inc
Pennsylvania
$792K +$792K +9,600 New
NAS
884
Nicolet Advisory Services
Wisconsin
$791K +$791K +9,033 New
SBF
885
Sara-Bay Financial
Florida
$791K +$1.32K +16 +0.2%
ACA
886
Aptus Capital Advisors
Alabama
$790K +$629K +7,632 +392%
CA
887
Carson Advisory
Georgia
$785K -$33K -400 -4%
DI
888
DFPG Investments
Utah
$784K +$358K +4,084 +84%
BFG
889
Bouchey Financial Group
New York
$782K -$5.89M -71,454 -88%
FFC
890
First Financial Corp
Indiana
$782K +$31.2K +378 +4%
SIC
891
SJS Investment Consulting
Ohio
$775K +$287K +3,485 +59%
CA
892
Calton & Associates
Florida
$775K +$80.3K +974 +12%
RA
893
Rockingstone Advisors
Massachusetts
$774K +$774K +9,385 New
AWM
894
Aevitas Wealth Management
Massachusetts
$771K +$119K +1,443 +18%
MMA
895
Miracle Mile Advisors
California
$768K +$360K +4,368 +88%
BFG
896
Bleakley Financial Group
New Jersey
$765K +$765K +9,272 New
CCC
897
Chelsea Counsel Company
California
$765K +$765K +9,270 New
PSIWM
898
Paradigm Strategies in Wealth Management
Minnesota
$761K -$192K -2,322 -20%
CD
899
Chapin Davis
Maryland
$761K +$761K +9,229 New
ZCA
900
Zeke Capital Advisors
Pennsylvania
$760K +$760K +9,214 New
34 35
36
37 38